CRM You'll Actually EnjoyWealthbox is elegantly designed and outrageously simple CRM for financial advisors. Enjoy it now!
Web-based and secure. User friendly. No training required. Easy import and export. Let's do this.
“Holy cow! Wealthbox is awesomely simple to use and is a seriously powerful workspace for our rapidly growing RIA firm. The social collaboration and team dynamics are amazing.”
Features for the Modern Financial Advisor
Wealthbox keeps you connected with clients, prospects, and staff - with ease.
Everything in One Place
Wealthbox CRM integrates with leading financial tools and networks.
- Laser App
- More Coming Soon
Security & Support
You need it. Wealthbox has it.
- Fully Backed-Up Data
- 256-Bit Encryption over SSL
- Two-Factor Authentication
- Session Time-Out
Data Transfer Services
- Data Portability
- CSV & XML Import/Export
- CRM Migration Mapping
- Consultation & Assistance
- Helpdesk Live Chat
- Screensharing Help
- Email Support
- Telephone Support
You're in Good Company
Read what advisors and experts say about Wealthbox CRM.
"Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently."
"With Wealthbox, collaboration feels like a natural extension of the CRM. …Pricing is in a sweet spot among competing CRM providers."
"I've used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It's amazing."
Ready to give Wealthbox a try?
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- Free trial for 30 days. No credit card required.
- Invite unlimited users. It's free for everyone.
- Try out all the features. See the power of simplicity.