Support
We’re here, and onboarding is on us.
Real people, U.S.-based. Whether you’re getting set up or you have a question mid-week, you’ve got a direct line.
Chat & email
Reach us at support@beyondwill.co , most questions answered within the hour during business hours.
Concierge onboarding
We handle the data setup and keep it fresh, so going live feels like less work, not more.
Quick answers
Common questions
On Wealthbox, first signals in about 15 minutes. On other CRMs, concierge onboarding gets you ranked opportunities within about five business days.
Yes, onboarding is on us, and a client webinar is included in every plan. Larger firms can add tailored implementation packages.
Clients work at their own pace with in-product guidance, and their advisor can step in anytime. For account issues, email support.