Wealthbox for
Schwab-Custodied Advisors
Integrated with Schwab Advisor Center.® Beautifully designed. Web-based and secure.
Trusted by Premier Advisory Firms
Why advisors love Wealthbox
Wealthbox is simple to use.
Sign up and go.
Simple to Use
No training required, get the “aha moment” of simplicity in CRM.
Powerful Features
All the features you need in a CRM built specifically for financial advisors.
Beautiful Design
A modern design and user experience makes Wealthbox easy and enjoyable to use.
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.
Features for the Modern Financial Advisor
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
Discover the power of Wealthbox
Stay connected with clients, prospects, and staff – with ease.
Purpose-Built for Financial Advisors
Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows advisors to get work done with ease.
Wealthbox Mail
Connect your email to Wealthbox in a two-way sync for amazing productivity.
Opportunities
Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Workflows
Customize workflows and build templates for business process efficiency.
Activity Streams
Share client activity updates in a live stream with your team.
Tasks
Create and assign tasks that link to contact records or financial planning opportunities.
Calendar
Sync your calendar and create custom individual and group views.
Reports
Generate and save dynamic CRM reports for better analytical insight.
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.
Connect seamlessly with the tools you love
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
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.
