Anyone here have experience with Wealthbox and integrating an Email Sequence Tool like Active Campaign? Or, is anyone using Slant CRM that can speak to email automation? I really hate the limitations with WB and would love an all-in-one CRM that can handle prospect marketing that isn't a huge undertaking like moving to Salesforce or Hubspot.

Does anyone use Hubly that uses Wealthbox as a CRM? If so, what are the pros and cons you've experienced with it so far?

I’m trying to systematize our operations and build workflows for repeatable tasks. I started with the easier service tasks but I’m still struggling to understand the best workflow structure in Wealthbox (i.e., the logic behind how workflows should actually be used). Take a simple example: mailing a check. I’m with LPL, so most checks can be mobile deposited, but occasionally we still have off-platform rollovers, 529 contributions, etc. You’d think this would be straightforward to document. My biggest frustration is the need to use both notes and workflows to accomplish one simple process. What I’m trying to accomplish: Document the “why” behind the money movement — when it was discussed, when the movement should occur, recommendation rationale, etc. Example workflow: Receive check→ Confirm receipt with client if mailed to office→ Document receipt via note→ Prepare mailing and record in check log→ Mail check and record tracking #→ Confirm deposit with custodian→ Send confirmation to client In that process we typically contact the client twice (receipt + confirmation), and I’m trying to maintain a record of why the transaction occurred (rollover, contribution, recommendation date, etc.). The issue: - Workflow comments don’t show up in Wealthbox reports - Replies to notes don’t appear in reports either - The client feed gets cluttered with workflow subtasks - Meanwhile the actual narrative of what happened gets fragmented across tasks and notes So I end up maintaining both notes and workflows, which feels redundant and messy. For those who have really dialed in Wealthbox: What’s the best practice for structuring workflows vs notes so you preserve the narrative while still using workflows as checklists?

Has anyone successfully migrated away from DocuSign? Who are you using?

Hi Operators! Wanted to see if there were any other PreciseFP users in this crowd. We recently adopted it and have set a new client onboarding template - gathering all their details about employment, assets, liabilities, goals, family, etc. It's quite thorough (and long!). We also set up a template for our annual update, so that existing clients can confirm their details, and also tell us about anything new/send new statements for financial planning. What else are y'all using it for? There are plenty of options in their library, just not sure where to start and what will really be practical. For example, for our practice, estate planning would be better suited in a conversation than a form. Would love to hear how you are using the tool the most!