Wealthbox is pleased to announce that Quotient Advisor Partners has selected Wealthbox Enterprise as its CRM platform. The firm will begin with 30 enterprise users and is exploring plans to expand to 80 users in the future.

Quotient Advisor Partners delivers comprehensive wealth management services with a focus on disciplined planning, operational consistency, and scalable growth. As the firm continues to expand, leadership sought a CRM platform that could unify data, streamline advisor workflows, and integrate directly with the core systems their team relies on every day.

Wealthbox Enterprise was chosen for its two-way sync with LPL ClientWorks, intuitive user experience, and ability to connect across the firm’s broader technology stack. By centralizing client records, communications, and activity tracking in a collaborative workspace, Wealthbox will help Quotient Advisor Partners improve efficiency, enhance visibility across teams, and support continued firm growth.

Tiy O’Neal, Chief Operations Officer at Quotient Advisor Partners

“As we continue to grow, having systems that communicate seamlessly is critical,” said Tiy O’Neal, Chief Operations Officer at Quotient Advisor Partners. “Wealthbox gives us a connected platform that supports efficiency, data consistency, and advisor adoption as we expand across the firm.”

“We’re excited to partner with Quotient Advisor Partners as they scale their CRM strategy across the organization,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “Wealthbox Enterprise is designed to integrate seamlessly within an advisor’s technology ecosystem while remaining simple and intuitive for everyday use.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox