New in Wealthbox: Category-Based Custom Fields! Users can now tailor their task management experience by displaying only the most relevant custom fields for each task category. Learn more 👉 tinyurl.com/crzmrxpn

Crypto meets CRM: Turnqey Labs, Inc. is now integrated with Wealthbox! Learn more 👉 tinyurl.com/4ydtzcf2

📣 New Partnership! TradePMR now integrates with Wealthbox to streamline advisor workflows. Learn more 👉 tinyurl.com/ypazv9rn

Wealthbox announces an 85-user enterprise CRM agreement with Tucker Asset Management! Learn more 👉 tinyurl.com/2fzkwddy

⏳ Starting soon! Join Jump and Wealthbox for our webinar to learn how AI is transforming the advisor-client relationship at 2 PM ET. Sign up 👉 tinyurl.com/3xbddkt2

📣 New Partnership! Yext now integrates with Wealthbox to power compliant client engagement for advisors. Learn more 👉 tinyurl.com/ucmh7fp4

📣 New in Wealthbox: Custom Field Types for Currency, Number, Percentage, and Hyperlinks! Learn more 👉 tinyurl.com/28jpv2fp

📣 Introducing the Wealthbox AI Notetaker! Advisors can transcribe meetings, summarize key points, and follow up all within Wealthbox. Learn more 👉 tinyurl.com/26kxmmyr

📢 Wealthbox announces an enterprise CRM agreement with WNY Asset Management! Learn more 👉 tinyurl.com/29v282ad

📣 Wealthbox announces an enterprise CRM agreement with GCG Advisory Partners! Learn more 👉 tinyurl.com/msx4peka

⏳ Starting soon! Join Blueleaf Wealth and Wealthbox for our webinar on using CRM tags for personalized client communication at 2 PM ET. It's not too late to sign up 👉 tinyurl.com/yfzbxyue

⏳ Starting soon! Join Comply and Wealthbox for our presentation on growing your RIA at 2 PM ET. It's not too late to sign up 👉 tinyurl.com/3fupr8se

Wealthbox announces a 100+ user enterprise CRM agreement with Alden Investment Group! Learn more 👉 tinyurl.com/5crsxndr

New Partnership! Invent now integrates with Wealthbox to deliver seamless data connectivity. Learn more 👉 tinyurl.com/4wvved92

📣 New Partnership! Fispoke™ now integrates with Wealthbox to streamline account applications for advisors. Learn more 👉 tinyurl.com/yc733tth

From meeting prep to follow-up (and every note in between), discover 15 features of the Wealthbox AI Notetaker that make advisor meetings effortlessly organized. Learn more 👉 tinyurl.com/3af3jfer

📣 Wealthbox announces a new enterprise CRM agreement with Phillips & Company Advisors! Learn more 👉 tinyurl.com/32bjfe4s