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.”
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.
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.
Create workflows based on your practice with custom templates. Use checklists or sequential workflows with conditional logic. Let workflows in Wealthbox work for you.
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.
Wealthbox integrates with the leading custodians, portfolio management platforms, financial planning tools, and more. Simple one-click actions enable the integrations instantly.
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.”
Rude Wealth Advisory
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.”
Rude Wealth Advisory
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
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.
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.
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!