FOR OSJs

CRM oversight across every branch.

Wealthbox helps OSJs support advisors, streamline supervision, and maintain visibility across all affiliated offices.
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Trusted by OSJs at leading broker-dealers

Trusted by leading financial firms

The Platform

Built for advisors. Designed for supervision.

Wealthbox gives OSJs the visibility, documentation, and oversight needed to support every affiliated office.

Contact Management

Every client. Every interaction. One place.

Give advisors a complete view of every client relationship while maintaining the visibility needed to support supervision and collaboration.

  • Contacts, households, and relationships
  • Complete client timelines
  • Notes, emails, meetings, and files together
Activity History

Every review, already documented.

Every note, email, meeting, and task is logged with a timestamp, ensuring you have a trail of what happened and when.

  • Time-stamped interactions
  • Accessible for reviews and audits
  • Simplify supervisory reviews
    Permissions & Oversight

    Visibility across offices.

    Flexible permissions help advisors focus on their clients while giving OSJs the oversight needed to supervise firm activity.

    • Granular user permissions
    • Cross-workspace reporting
    • Complete audit history
    Workflows

    Create consistency across multiple offices.

    Workflow templates help advisors follow consistent onboarding, review, and service processes while making it easier to monitor progress across offices.

    • Standardized workflow templates
    • Assigned tasks with due dates
    • Consistent client service processes

    Security & Compliance

    Built for the trust your advisors place in you.

    Security and compliance certifications

    Flexible permissions

    Control access across firms, teams, and users with granular permissions and role-based security.

    Complete audit history

    Every action is logged with a timestamped audit trail that supports internal oversight and regulatory reviews.

    Your data remains yours

    Export your data at any time. AI features process your data to generate results, never to train public models.

    150+ Integrations

    Connect to the tools
    your reps already use.

    Wealthbox integrates with the technology your team already relies on. With 150+ integrations and an open API, it fits seamlessly into your existing technology ecosystem.

    Explore integrations

    Compare Wealthbox to other CRMs

    Whether you're choosing your first CRM or replacing one that's become too cumbersome, our comparison guides help you evaluate the options and find the best fit for your practice.

    Wealthbox vs. Salesforce

    Why firms switch from Salesforce to Wealthbox: enterprise controls without the complexity, and adoption that sticks across teams.

    See comparison

    Wealthbox vs. Redtail

    Why firms switch from Redtail to Wealthbox: modern CRM with reliable features that teams prefer.

    See comparison

    Wealthbox vs. AdvisorEngine / Junxure

    Why firms switch from AdvisorEngine to Wealthbox: modern CRM with expanding features and capabilities.

    See comparison

    Questions OSJs ask.

    Cross-workspace reporting and granular permissions let you see activity across every affiliated office from one place, without giving every user the same level of access.
    Yes. Wealthbox supports broker-dealers at every level, from individual advisor adoption to firm-wide deployment. See how Wealthbox works for broker-dealers →
    Yes. A dedicated migration specialist handles the mapping and import of your CRM data, so switching doesn’t mean losing history.
    Wealthbox is SOC 2 Type II certified, with encryption in transit and at rest, granular permissions, and a timestamped audit trail that supports supervisory review and regulatory examinations.
    Yes. Start a 14-day free trial with full access, or book a demo to see how Wealthbox would work for your OSJ.

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