CRM + AI Workspace for Advisors
Live Demo: Switch from Salesforce to Wealthbox
Switching your CRM has never been easier with Wealthbox’s flexible pricing and data migration services. If you’re feeling stuck with Salesforce, Wealthbox can help.
Demo agenda – 30 minutes
-
Features Overview: Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.
-
Productivity Spotlight: Learn about task management, AI-powered notes, and customized workflows.
-
Integration Show-and-Tell: Learn about our 100+ tech integrations that advisors love.
-
CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox, and the “white glove” service for securely importing data.
-
Q&A Session: Ask questions and get answers from a Wealthbox specialist.
Book Your Demo
Demo Booked
Next Step: Start your free trial!
Take Wealthbox for a spin before your demo. Risk free, no credit card required!
Get Started Free
Why Salesforce Users Switch to Wealthbox
Advisory firms tell us the same thing: Salesforce is powerful—but it’s built for massive enterprises, not advisor workflows. Wealthbox delivers the simplicity, speed, and usability that teams need to stay productive.
Higher User Adoption
Click-Not-Code Customization
A Unified Workspace
Purpose-Built Integrations
Better Collaboration
Lower Total Cost of Ownership
Friendly, Responsive Support
Faster Everyday Workflows
A Better Experience for Growing Teams
No Training Required
Wealthbox CRM
Wealthbox gives advisors a modern, intuitive CRM built for the way they actually work. Instead of navigating complex menus or managing heavy customizations, teams get a simple interface, built-in advisor workflows, and powerful automations that make daily tasks effortless.
Workflows
Workflows make it easy for advisors to bring structure, consistency, and automation to their client processes, without the complexity of Salesforce customization. Prebuilt workflows for common advisory tasks help teams stay on track and deliver a seamless client experience.
Omniview Reporting
Omniview Reporting unlocks firm-wide visibility by letting authorized users generate comprehensive CRM reports. It’s ideal for compliance, supervision, or operations teams who need to see every contact, task, or opportunity across the organization without manual exports.
Collaboration
Wealthbox keeps teams connected with a workspace built for real-time collaboration. Advisors and staff can share updates, comment on client activity, and assign tasks. The Activity Stream helps teams stay aligned without extra meetings or side channels.
Workflows
Workflows make it easy for advisors to bring structure, consistency, and automation to their client processes, without the complexity of Salesforce customization. Prebuilt workflows for common advisory task and automated task assignments help teams stay on track and deliver a seamless client experience.
Collaboration
Wealthbox keeps teams connected with a modern workspace built for real-time collaboration. Advisors and staff can share updates, comment on client activity, and assign tasks. The social-style activity stream and easy visibility into who’s doing what help teams stay aligned without extra meetings or side channels.
AI-powered productivity, built right into the CRM.
Embedded directly within the platform’s Meetings feature, the AI Notetaker automatically records, transcribes, and generates actionable notes, all without ever leaving Wealthbox.
With the AI Notetaker, advisors can continue to focus on what matters most: building client relationships.
“When we switched, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”
Jack McCormack
Managing Director at Sanctuary Wealth
670 users on Wealthbox
Ready to Switch? Wealthbox
Makes It Easy
Whether you’re mid-contract or planning your exit from Salesforce, Wealthbox makes the transition seamless. Our expert team handles migration and onboarding, while friendly support is available through screen shares, calls, and guided setup. Advisors can also get started risk-free with a 14-day free trial.
