“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.
Features for the Modern Financial Advisor
Wealthbox keeps you connected with clients, prospects, and staff - with ease.
“Wealthbox does everything I need it to do, and has very good customer service. I look forward to using it each morning.”
“I love Wealthbox. I use the workflows to better manage client interactions, and it makes my operation more efficient.”
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 14-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 14-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!
