Wealthbox is designed to provide financial advisors with CRM simplicity.
Get the “aha moment” of simplicity in CRM.
Wealthbox is revered for its beautiful interface.
No old-school manuals or classes. Start Now.
"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce."
"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm."
Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.
Amber and her help-desk team are here for you.