Features for the Modern Financial Advisor

Wealthbox Mobile

Companion Mobile App

Full-featured CRM for the on-the-go financial advisor.

Lookup contacts, enter notes, schedule meetings, and see what’s happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.

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Ready to give Wealthbox a try?

Get started in 15 seconds.

  • 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.

Not sure? Join a live demo.

Schedule it now with Amber.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.