Organize notes, emails, files, and financial information quickly and easily.
Connect your email to Wealthbox in a two-way sync for amazing productivity.
Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Sync your calendar and create custom individual and group views.
Customize workflows and build templates for business process efficiency.
Share client activity updates in a live stream with your team.
Create and assign tasks that link to contact records or financial planning opportunities.
Generate and save dynamic CRM reports for better analytical insight.
“Switching to Wealthbox solved the main problem we had with Salesforce, which was user adoption,”
Jack McCormack, Managing Director at Sanctuary Wealth
315 users on Wealthbox
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”
Charlie Rocco, MONECO Advisors
45 users on Wealthbox
“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
Rachel Daniels, STA Wealth
51 users on Wealthbox
“The support team at Wealthbox was super helpful in our CRM data migration, with friendly and fast service.”
Susan Radziewicz, Trifound
40 users on Wealthbox
Connect seamlessly with the tools you love
Wealthbox integrates with the leading custodial platforms and wealth-tech applications.View all integrations →