Wealthbox issued a press release to announce a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in Wayne, Pennsylvania. Under this agreement, more than 100 of Alden’s advisors and staff will use Wealthbox Enterprise to streamline client management and enhance firm-wide collaboration.

Alden Investment Group selected Wealthbox for its intuitive interface, ease of adoption, and modern workflows that improve productivity across teams. The firm was also drawn to the advanced reporting capabilities and administrative controls that provide visibility and oversight across large advisory teams.

Phinon H. Woodside, Chief Experience Officer of Alden Investment Group

“We were looking for a CRM that could scale with our business and provide an excellent experience for our advisors,” said Phinon H. Woodside, Chief Experience Officer of Alden Investment Group. “Wealthbox’s clean design, powerful features, and enterprise-level support made it the right choice for our firm.”

“Enterprise firms like Alden are recognizing the value of modern CRM technology that combines simplicity with power,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “We’re proud to partner with Alden and support their advisors with the tools they need to serve clients more efficiently.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox