Most advisors underuse Wealthbox or Redtail, with messy data leading to missed follow-ups, poor communication, and compliance risks. Our CRM Customizations Setup cleans it all up — fixing fields, structuring data, and tailoring the system to how your firm actually runs.

We define who each contact really is so your workflows, reporting, and segmentation are meaningful.

• Client Tiers - differentiate between Tier 1, Tier 2, and Tier 3 clients so you can tailor service levels. Segmentation is key.
• Prospects - track whether they’re interested in AUM, planning, or other types of services your firm offers to Prospective Clients that may fall into your Sales Funnel.
• COIs - clearly label Centers of Influence like CPAs, Estate Attorneys, Insurance Brokers, and other Financial Professionals for referral tracking.