CONTACT MANAGEMENT

Every relationship,
one complete view.

Organize client details, conversations, and relationships in one searchable hub.
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A complete view of every client.

Client context shouldn’t live in multiple places. Wealthbox is built for the relationships and data wealth management runs on.

When a client calls

Answer with the whole story.

Last conversation, open tasks, household information, recent emails, all at your fingertips. No more fumbling to find it when a client calls.

Before every meeting

Prep in minutes, not mornings.

Scan the activity stream, notes, and linked accounts in one pass, and walk in knowing exactly where you left off with the household.

When a teammate is out

Anyone can pick up the thread.

Every interaction lives on the record, not in someone’s inbox, so coverage, handoffs, and new-hire ramp-ups don’t start from zero.
Contact Record

See the full picture of your clients.

Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information.

Activity Stream

Collaborate with your team to get work done.

Share CRM activity updates in a live,
real-time stream to keep track of what’s happening and communicate with your colleagues.

  • Like and comment on colleagues’ activity
  • Automatic email sync from Gmail and Outlook
  • Filter by activity type to find what you need fast
Households & Relationships

Built for households, not just contacts.

Wealth management is about families. Link individuals to households, companies, and trusts, and see the full web of relationships around every client, with a role on each connection.
Tagging & Advanced Search

Find the right contacts in seconds.

Tag and group contacts by type, segment, or any criteria you invent, then combine tags with advanced filters and auto-suggest search to slice your entire book of business in seconds. Easy export to CSV, too.
Permissions & Privacy

Control who sees what.

Set granular access on every contact, task, event, and opportunity. Whether you’re a solo advisor or a 500-person firm, client data stays exactly as visible as it should be.

  • Record-level visibility controls
  • Role-based access for teams and groups
  • 256-bit SSL encryption and multi-factor authentication

Explore more Wealthbox capabilities.

Workflows & Tasks

Workflows & Tasks

Automate recurring processes, assign tasks, and keep every client moving forward with workflows built for the way advisory firms actually operate.

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Email

Sync your inbox with Wealthbox so every email, meeting, and follow-up is automatically connected to the right client relationship.

Learn more Admin & Customizations

Admin & Customizations

Customize Wealthbox to fit the way your firm works with configurable fields, layouts, navigation, permissions, and settings that support your unique processes.

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