Onboarding

Getting started is easier than you think.

Our team guides you through the whole switch, not just the data migration.

Request a Migration

How to Switch

Three steps. On your timeline.

Switching CRMs sounds like a big project. It doesn’t have to be. Here’s how straightforward moving to Wealthbox actually is.

Export your data.

Send us an export from your current CRM. We’ll tell you exactly what format to use and walk you through it if you need help.

We migrate your data.

Our Data Team handles the import. Contacts, notes, tasks, events, and opportunities moved cleanly into Wealthbox.

Your team gets started.

Live sessions and on-demand educational resources get everyone comfortable with the system, not just logged in.

Data Migration

Your data comes with you.

Our dedicated Data Team handles the import once you send us your data export. It moves through a secure, one-time upload, no email attachments, no shared drives.
EDUCATION

Confidence, built in before day one.

Live sessions are built around your firm and each role, not a generic tour. By the time you’re live, everyone already knows what to do.

TESTIMONIALS

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.

“I was apprehensive after using Salesforce for 15 years. This conversion and implementation exceeded my expectations.”
John Pulliam Managing Director and Founder
“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
See more customer stories

Resources

Everything you need to get going.

Help Center

Step-by-step articles covering every feature in Wealthbox. Start here when you have a question.
Visit the Help Center

How-To Videos

Short walkthroughs of the most common tasks. Watch at your own pace, come back anytime.
Watch How-To Videos

Live Webinars

Join a live session with the Wealthbox team. Ask questions, see the product in action.
View Webinars

Support Team

Email our support team anytime. We’re here whether you just started or have been using Wealthbox for years.

Contact support

Frequently asked questions

We regularly migrate from Redtail, Salesforce, Junxure, Microsoft Dynamics, Advyzon, Practifi, SmartOffice, Act!, Outlook, and CSV-based setups. We’ve also worked with homegrown systems and spreadsheet-heavy practices. If you’re not sure whether we can handle your data, reach out to our team.
The data migration itself typically takes 1 to 3 days from your scheduled migration date. The broader onboarding process, including configuration and education, typically runs two to four weeks. We work around your schedule.
Yes. Many firms run both systems in parallel for a short period while the team gets comfortable. You choose when you’re ready to cut over fully.
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
Your data is handled with the same security standards that govern everything in Wealthbox. SOC 2 Type II certified, encrypted in transit and at rest. We review the migration plan with you before anything moves, so you can see exactly what’s going where before we touch it.

Let's get started.

Ready to switch? Our team is here to help.

Request a Migration