Advanced Reports
Reports Engine
Advanced CRM Reporting
Wealthbox is built with a powerful yet simple to use "reports engine" that allows advisors to dynamically generate and save customized CRM reports for better analytical insight into their practice. Users can create templates - with multiple and various "criteria patterns" - and run their own customized reports on-demand to dig deeper in the underlying data for analysis. Easy exporting to Excel/CSV and made available to print, too.
Charts & Graphs
Visualize Report Data with Ease
Get even more value from your Wealthbox report data by generating powerful visualizations - including bar, column, line, funnel, and donut charts.
Customizable Dashboards
Business Insights at Your Fingertips
Create and share custom dashboards to view your firm's key metrics in an instant and keep your colleagues informed.
AI for Reports
Generate Reports with a Simple Prompt
Create a comprehensive report in seconds, eliminating the need for manual data entry and complex formatting.
