Wealthbox is excited to announce significant enhancements to our tasks and workflow steps, designed with the Wealthbox ethos of simplicity, power, and beauty. These feature enhancements make managing tasks and workflows faster, more intuitive, and seamless for financial advisors.

Enhanced Tasks

The updated task view now features a scannable column layout, replacing the traditional top-down approach. This change makes seeing all relevant information at a glance easier, eliminating the need to scroll through long data lists.

Key Improvements

• • Inline Editing: You asked for it; you got it! Quickly adjust task titles, categories, and other details without navigating multiple menus—fewer clicks!—just direct updates in real-time.
  • Column View: Information is neatly organized into columns for enhanced readability.

Enhanced Workflows

Similar to tasks, workflows have been reimagined with efficiency in mind. The redesigned interface introduces a three-column structure with improved visuals to guide users.

What’s New

• • Inline Editing for Steps: Modify workflow details instantly as you work through processes, eliminating interruptions.
  • Numbered Steps: Each workflow step is now numbered for clear progression.
  • Visual Indicators: Iconography and color coding provide instant clarity on task completion and current progress.

These updates are more than just aesthetic; they’re a commitment to improving how financial advisors manage client relationships. By streamlining workflows and eliminating unnecessary steps, advisors can focus on what matters most: delivering exceptional client experiences.

Stay tuned for more updates as we continue to enhance Wealthbox!