Wealthbox for Financial Advisors

CRM you'll actually enjoy.

Beautifully simple. Simply beautiful.

Discover why advisors are switching to Wealthbox.

Full-Featured CRM

Stay connected with clients, prospects, and staff - with ease.

Modern CRM for Financial Advisors

Simplicity meets power in Wealthbox CRM.

Contact Record Page

Modern Contact Management

With an easy-to-view layout and a quick note-taking interface, you can keep track of notes, emails, files, financial information, and more.

Advisor Inbox

You’ve Got Mail

The new “Wealthbox Mail” feature has 2-way sync with your email address to send-and-receive emails to and from Wealthbox. Open rates, click tracking, blast-outs. It’s all here.

Automation

Customized Workflows

Name your workflow and create custom templates. Editing and coworker commenting allow collaborative flexibility to get work done with ease.

Opportunities

Pipeline Management

With a modern “kanban” style interface to view progress, you can better manage opportunities to grow your book of business.

Partner Applications

Integrationapalooza!

Enabled through the Wealthhbox API we have integrations with the leading financial planning tools. We also connect with Zapier to enable over 1,000 integrations to make Wealthbox even more powerful and productive. See all integrations

Customer Support

Need help? We’re here.

Our experienced support team helps you get onboarded fast and assists you with questions, tutorials, one-on-one demos and more. We perform CRM data migrations too, for free!

Try the all-new Wealthbox 3

Sign up for a 30-day trial. No obligations. No credit card required.

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