Wealthbox is simple to use.
Sign up and go.
No training required, get the “aha moment” of simplicity in CRM.
All the features you need in a CRM built specifically for financial advisors.
A modern design and user experience makes Wealthbox easy and enjoyable to use.
Wealthbox has all the tools a modern advisor needs in a CRM.
Contact Management
Activity Streams
Calendar Events
File Storage
Two-Way Email Sync
System Reporting
Desktop & Mobile Apps
Enterprise Ready
Task Management
Automated Workflows
Opportunity Tracking
Visibility Permissions
Portfolio Integrations
Advanced Security
Account Administration
SOC 2 Certified
Stay connected with clients, prospects, and staff – with ease.
Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows advisors to get work done with ease.
Connect your email to Wealthbox in a two-way sync for amazing productivity.
Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Customize workflows and build templates for business process efficiency.
Share client activity updates in a live stream with your team.
Create and assign tasks that link to contact records or financial planning opportunities.
Sync your calendar and create custom individual and group views.
Generate and save dynamic CRM reports for better analytical insight.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.