Solution introduction
Purpose-built for advisors, Wealthbox is CRM you’ll actually enjoy with no training required
Discover why Wealthbox is the best CRM for financial advisors
Features for the Modern Financial Professional
Wealthbox has all the tools a modern advisor needs in a CRM.
More Integrations
Connect seamlessly with the tools you love. Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Discover the power of Wealthbox
Everything advisors need to connect with clients, prospects and coworkers.
- Task and Contact Management - Create and assign tasks that link to contact records, households, or opportunities. Share client activity updates and task progress in a live stream to keep your entire team up-to-date.
- Workflow Templates - Create customized templates for automated workflows and optimize your business process efficiency.
- Wealthbox Mail - Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.
- Opportunities - Maximize every opportunity with a sleek drag-and-drop interface to help you build and manage your pipeline.
