Features for the Modern Financial Advisor

File Storage

Document Management

File storage made easy in CRM.

Access, manage and share files with coworkers. Customized category labeling, user access permissions – it’s all here.

files

file_integrations

Document Management Integrations

Seamlessly integrate your favorite file storage services with Wealthbox.

We’re partnered with the leading document management companies such as Dropbox, Google Drive, and Box.

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