I'm curious what everyone does for creating reminder items for a future date or time, specifically for Wealthbox users. I would like to be reminded to do that item in the future, but I don't want it to sit on my Outlook calendar or "Future" tasks list inside Wealthbox. For example, if I I just met with a client today, and we want to touch base on an item this fall - how do some of you set that reminder up so you remember to contact the client in the fall about that specific matter? Hopefully I am making sense....

Here are some of the pros and cons of moving to Wealthbox: 💰 Pricing (Annual rates): Redtail Basic: $39/user/mo Wealthbox Basic: $45/user/mo ➡️ But most firms will need: Redtail Growth: $59/user/mo Wealthbox Pro: $59/user/mo For comparison, Salesforce Financial Services Cloud is between $225-450/user/mo. So yes, Redtail has gotten significantly more expensive - in our case, about 3x, but is now actually the same price as Wealthbox per user. 📈 Some Pros of Wealthbox: - Direct integration with Outlook/Google email & calendar - Can create tasks directly from emails - More modern UI - to some its easier, to others not so much - Multiple opportunity pipelines (and Kanban :) - Workflow task due dates based on previous task completion - No Frank the Unicorn 📉 Some Cons of Wealthbox: - no (native) Automations - no sequential workflows with the ability of multiple tasks (within steps) open at the same time - limited contact search capabilities and fewer bulk actions - less functional event planning tool (Projects vs. Seminars) We'd love to hear from you! Are you a Redtail user considering Wealthbox? What features are important to you?