For Operations & Client Services

Every handoff, covered.

Wealthbox keeps onboarding and service running the same way every time, so nothing gets lost when a client moves between team members.
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Trusted by premier advisory firms

Trusted by leading financial firms
Your Process, Built-In

Nothing falls through the cracks.

When the whole client lives on one shared record and the team follows one process, work stops slipping between people. Onboarding runs the same way, requests get picked up, and every client gets the same firm no matter who answers.

One client experience, end to end.

Operations and client service aren’t two teams reconciling later. The whole client lives on one record and the process is the same for everyone, so the firm runs smoothly and every client feels it.
  1. Onboarding

    Every client starts the same way.

    A workflow opens the relationship and runs the same steps, so the first weeks don’t depend on who set them up.
  2. Day to day

    Requests don't get lost.

    Client asks become tracked tasks, and whoever picks one up has the whole history in front of them.
  3. Reviews & service

    Recurring work runs on schedule.

    Annual reviews and service steps fire as workflows, so nothing recurring gets forgotten.
  4. As you grow

    The same experience at scale.

    New team members follow the same process, so every client keeps getting the same firm.

The Platform

What’s inside Wealthbox.

Keep operations and client service running on one shared record.

Workflows & Onboarding

Every process, the
same way every time.

Turn onboarding, account maintenance, reviews, and recurring service into workflows the whole team follows.

  • Standardize onboarding, reviews, and recurring service as workflows
  • Each step becomes a dated task with an owner
  • Nothing depends on one person remembering the sequence
Shared Client Record

The whole client, in front of whoever helps.

Every email, meeting, note, and task lives on the client’s record, so the team member who picks up the phone has the full picture, not just their own slice of it. No “let me find the person who handles you,” and no client repeating their story.

  • Every interaction on one shared client record
  • Any team member can serve any client, in context
  • No re-explaining, no hunting through inboxes
Tasks & Delegation

Hand off work without dropping it.

Assign tasks, route client requests, and track what’s open across the whole team.

  • Assign and reassign tasks with full context attached
  • See what’s open and overdue across the team
  • Client requests become tracked tasks, not sticky notes
Data Integrity

Keep the data clean at scale.

Import, de-duplicate, bulk-update, tag, and segment without editing records one at a time.

  • Bulk import, update, de-dupe, and tagging tools
  • Custom fields and segments to fit your firm’s data model
  • Open API and 150+ integrations to sync other systems

Don’t just take our word for it.

Wealthbox has the highest user adoption rating of any financial advisor CRM. Here’s why advisors stay and firms scale with us.

“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 Chief Operating Officer
“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”
Scott Marek, CFP® Co-Founder, Senior Wealth Advisor
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple yet powerful and helps us operate with efficiency.”
Charlie Rocco Managing Partner & CEO
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150+ Integrations

Connects to the tools your team runs on.

Email and calendar feed the record automatically, scheduling and e-signature keep onboarding and client meetings moving, document storage keeps files attached, and an open API plus 150+ integrations sync the rest.

Explore integrations

Questions operations & client service teams ask.

Team members with permission to access a client’s record can see that client’s emails, meetings, notes, tasks, and other activity in one shared timeline. Wealthbox respects your firm’s existing visibility and permission settings, so users only see the information they have access to. This helps advisors and support staff quickly understand the full client context without switching between systems or searching through individual inboxes.
Workflows turn onboarding, account maintenance, reviews, and recurring service into a repeatable sequence every team member follows, with each step a dated, assigned task. The process stays consistent no matter who runs it or how busy the week is.
Requests become assigned, tracked tasks instead of sticky notes and mental reminders. The whole team can see what’s open and overdue, and anything can be reassigned with its full context attached, so work keeps moving even when someone is out.
Yes. Wealthbox connects to leading e-signature, scheduling, and document storage tools, and email and calendar sync keep activity on record automatically. An open API and 150+ integrations connect the rest of your firm’s systems.

FOR OPERATIONS & CLIENT SERVICE TEAMS

Give every client the same great experience.

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