Wealthbox for
Broker-Dealers and OSJs
Enterprise CRM features. Powerful yet simple to use.
Discover why Wealthbox is the best CRM for Broker-Dealers and OSJs.
Trusted by premier advisory firms
Features for the Modern Financial Advisor
Offer Wealthbox’s purpose-built set of features to attract and retain advisors.
Contact Management
Activity Streams
Calendar Events
File Storage
Two-Way Email Sync
System Reporting
Desktop & Mobile Apps
Enterprise Ready
Task Management
Automated Workflows
Opportunity Tracking
Visibility Permissions
Portfolio Integrations
Advanced Security
Account Administration
SOC 2 Certified
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.
Discover the power of Wealthbox
Proven, trusted, and loved by financial advisors.
Purpose-Built for Financial Advisors
Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows advisors to get work done with ease.
Opportunities
With a sleek drag-and-drop interface, advisors can build and manage their pipelines to grow their books of business.
Wealthbox API
Wealthbox offers enterprise firms a fully documented API and customized endpoint options to amplify the services of their advisor platform.
Secure and Trusted
Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards, and array of extra security features to protect advisors and user data.
Highest-Rated Mobile App
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface. Notes, tasks, events, advanced workflows and even custodial integrations – all the power of CRM in your pocket.
Connect seamlessly with the tools you love
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.
Rachel Daniels
Avidian Wealth Solutions
70 users on Wealthbox, $4B AUM
Switching to the #1 CRM
for RIAs is easy
Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!
What advisors say…
“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”
Catherine Chaney Bowman
DMK Advisor Group
“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”
Charesse Spiller
Fintech Consultant at Level Best
Upgrade to Wealthbox
Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.
Full access. No credit card needed.
