Modern CRM for Financial Advisors
Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required. Try it today!
Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required. Try it today!
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Powerful Features
Contact Management
Organize notes, emails, files, and financial information quickly and easily.
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.
Calendar
Sync your calendar and create custom individual and group views.
Collaborative CRM
Workflows
Customize workflows and build templates for business process efficiency.
Activity Stream
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.
Reports
Generate and save dynamic CRM reports for better analytical insight.
Connect seamlessly with the tools you love
Wealthbox integrates with the leading custodial platforms and wealth-tech applications.
View all integrations →
Do it yourself. Or we can do it for you. Free and simple.
Ready to try Wealthbox? Start your 30-day free trial now.
Or schedule a demo. Let’s do this!
