Fintech Automation Blog

New Wealthbox Workflow Updates! blog new feature process wealthbox web-based apps workflows Apr 05, 2023

By Anthony Schorling


Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.

With Wealthbox's new workflow template library, the...

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