CRM for RIA Aggregators

The Platform

Built to consolidate. Designed to scale.

Wealthbox gives every firm a modern CRM while providing leadership with the visibility, governance, and reporting needed across the business.

Permissions & Oversight

Give every firm the access it needs.

Support multiple firms, teams, and business units with flexible permissions that let advisors focus on their own clients while leadership maintains appropriate visibility.

Granular permissions across records and users
Business unit and entity segmentation
Supervisor visibility with timestamped activity history

Reports & Dashboards

See the whole organization.

Track activity, performance, and growth across every acquired firm with reporting and dashboards that roll up data into one consolidated view.

Organization-wide reporting and dashboards
Filter by firm, office, team, or advisor
Monitor activity, pipeline, and performance

Workflows

Standardize operations across every acquisition.

Create workflow templates that bring consistency to onboarding, client service, and operational processes.

Shared workflow templates
Cross-team task management
Consistent client experiences across firms

Opportunity Management

Track growth across the organization.

Monitor business development from every acquired firm with organization-wide opportunity reporting.

Organization-wide pipeline visibility
Track opportunities by firm or advisor
Identify growth trends across the business

API & Integrations

Connect every firm. One platform.

Every acquisition comes with its own technology stack. Wealthbox helps you consolidate at your own pace with an open API and more than 150 integrations.