Advisors Love Wealthbox

So easy to use and intuitive.

— Cindy Golub, G-Squared Advisory

Wealthbox is collaborative CRM software that’s built to help financial advisor firms grow.

Wealthbox Dashboard Screen on Laptop

“Wealthbox does everything I need it to do, and has very good customer service. I look forward to using it each morning.”

Laurie Dubchansky, Havaplan Financial

“I love Wealthbox. I use the workflows to better manage client interactions, and it makes my operation more efficient.”

Matt Beeby, MHB Advisory Services

5 Reasons Advisors Switch to Wealthbox

11. Amazing User-Experience

Widely known for its elegant design, Wealthbox’s interface is modern, intuitive, and super easy to use. No training required. Advisors simply sign up and go.

22. CRM + Email Fusion

Wealthbox connects your existing email account with Wealthbox Mail to display a beautiful and powerful inbox. It’s a unique fusion of email with CRM. You’ll see instant productivity gains.

33. Automated Workflows

Create workflows based on your practice with custom templates. Use checklists or sequential workflows with conditional logic. Let workflows in Wealthbox work for you.

44. Team Collaboration

Wealthbox helps advisor teams stay in the loop with its social design features like the activity stream, coworker commenting, and notifications in your CRM workspace. Work together, better.

55. Powerful Integrations

Wealthbox integrates with the leading custodians, portfolio management platforms, financial planning tools, and more. Simple one-click actions enable the integrations instantly.

Let’s Get Started

Ready to try Wealthbox? Start your 30-day free trial.
Or schedule a demo. Let’s do this!

“I love how Wealthbox is so simple. Everything integrates: My phone, email, planning tools, custodial platform, and more. It makes my job easier.”

Chelsea Rude

Rude Wealth Advisory

Let’s Get Started

Ready to try Wealthbox? Start your 30-day free trial now. Or schedule a demo. Let’s do this!

“I love how Wealthbox is so simple. Everything integrates: My phone, email, planning tools, custodian platform, and more. It makes my job easier.”

Chelsea Rude

Rude Wealth Advisory

Simplicity meets power in Wealthbox CRM

Companion Mobile App

CRM for the on-the-go advisor.

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.

Free Migration Services

Our team is ready to help.

When you switch to Wealthbox, we help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple.

Security Matters

Secure and Trusted.

Built with 256-bit encrypted SSL and advanced security safeguards, Wealthbox also offers an array of extra security protection features to protect advisors and user data.

Customer Support

Need help? We’re here.

Our experienced support team helps you get onboarded fast and assists you with questions, tutorials, one-on-one demos and more. We perform CRM data migrations too, for free!

Get started with Wealthbox

Ready to try Wealthbox? Start your 30-day free trial now.
Or schedule a demo. Let’s do this!