Welcome {{first_name | fellow crypto curious and trusted fiduciary}}!
Most advisers don't have a crypto recordkeeping problem. They have a documentation problem.
The conversations are already happening — but the records live in spreadsheets, scattered notes, and disconnected systems. That's how you end up with inconsistent documentation and real compliance risk on assets you can barely see.
Turnqey and Wealthbox are teaming up to fix the operational side — how to document crypto client activity, centralize notes, tasks, and records, and run one clean, connected workflow right inside your CRM.
What we'll cover:
Documenting crypto client conversations and activity the right way
The recordkeeping and operational traps firms hit with digital assets
Using Wealthbox to centralize notes, tasks, and documents in one place
How connected workflows keep your team organized and consistent
Wednesday, June 10, 2026 at 2:00 PM ET. Register Here.
The clients are already holding. The only question is whether your records can keep up.
With gratitude,
The Turnqey Team
A pebble a day moves a mountain.
P.S. What topics should we cover next week? Reply to this email, we read every response.