Wealthbox for Financial Advisors
Purpose-built for advisors, Wealthbox is CRM you’ll actually enjoy. No training required.
Discover why Wealthbox is the best CRM for financial advisors.
Trusted by premier advisory firms
Features for the Modern Financial Professional
Wealthbox has all the tools a modern advisor needs in a CRM.
Contact Management
Activity Streams
Calendar Events
File Storage
Two-Way Email Sync
System Reporting
Desktop & Mobile Apps
Enterprise Ready
Task Management
Automated Workflows
Opportunity Tracking
Visibility Permissions
Portfolio Integrations
Advanced Security
Account Administration
SOC 2 Certified
Wealthbox and ClientWorks are integrated for streamlined efficiency.
How It Works
ClientWorks was built by LPL Financial to help advisors streamline their business and when combined with the powerful tools of Wealthbox you’ll be prepared to take advantage of every opportunity that lays ahead. The Wealthbox integration provides easy access to ClientWorks account and demographic data with contact records plus two-way single sign-on capabilities between ClientWorks and Wealthbox.
Connect seamlessly with the tools you love
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.
Discover the power of Wealthbox
Everything advisors need connect with clients, prospects and coworkers.
Task and Contact Management
Create and assign tasks that link to contact records, households, or opportunities. Share client activity updates and task progress in a live stream to keep your entire team up-to-date.
Workflow Templates
Create customized templates for automated workflows and optimize your business process efficiency.
Wealthbox Mail
Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.
Opportunities
Maximize every opportunity with a sleek drag-and-drop interface to help you build and manage your pipeline.
Highest-Rated Mobile App
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface. Notes, tasks, events, advanced workflows and even custodial integrations – all the power of CRM in your pocket.
Switching to the #1 CRM
for RIAs is easy
Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!
Upgrade to Wealthbox
Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.
Full access. No credit card needed.
