Company | Testimonials

john_bruggerman

“Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently.”

John Brueggeman, Viceroy Wealth Counsel

why-headshot

“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.”

Tom Boova, IFG Capital

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“Wealthbox is the CRM I’ve been waiting for. It’s so easy to use and powerful, and hits all the right notes for financial advisors. This is my 3rd CRM in 3 years, and I’ve finally found the right solution.”

Greg Brown, Pathway Planning

jason_wenk

“Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.”

Jason Wenk, Retirement Wealth Advisors, Inc.

Wealthbox is the Official CRM of Simplicity