Wealthbox issued a press release to announce a new enterprise CRM agreement with Tucker Asset Management, a leading advisor network and aggregator based in Littleton, Colorado. This enterprise agreement brings Wealthbox to 85 users across Tucker Asset Management’s home office and affiliate advisory firms.

Tucker Asset Management selected Wealthbox for its enterprise-ready multi-workspace configuration, which allows the firm to maintain centralized oversight while enabling individual offices with autonomy and tailored CRM experiences. The firm was also attracted to Wealthbox’s powerful integration with their custodian’s digital account opening tool, which is available as an automation within Wealthbox workflows, streamlining the account opening process for advisors and clients alike.

As part of the transition, Tucker’s home office is moving from Microsoft Dynamics to Wealthbox, while many of the firm’s affiliated advisors are making the switch from Redtail.

Ashton Tucker, President of Tucker Asset Management

“As we looked for a new CRM solution, Wealthbox aligned with our vision for streamlined operations across our entire network,” said Ashton Tucker, President of Tucker Asset Management. “Its intuitive design, robust integrations, and ability to support multiple workspaces made it the right fit for our firm and our advisors.”

“Wealthbox’s modern CRM platform stood out to Tucker Asset Management because it delivers both the flexibility and control that enterprise firms require,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “We’re thrilled to support their continued growth and operational efficiency.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox