Wealthbox for AssetMark

Powerful yet simple to use CRM. Beautifully designed. AssetMark approved.

The Wealthbox desktop and mobile apps.

Trusted by Premier Advisory Firms

Why AssetMark advisors love Wealthbox

Wealthbox is simple to use.
Sign up and go.

Simple to Use

No training required, get the “aha moment” of simplicity in CRM.

Powerful Features

All the features you need in a CRM built specifically for financial advisors.

Beautiful Design

A modern design and user experience makes Wealthbox easy and enjoyable to use.

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox CRM G2 Awards for Spring 2024 Wealthbox CRM G2 Awards for Spring 2024

Features for the Modern Financial Advisor

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

Discover the power of Wealthbox

Stay connected with clients, prospects, and staff – with ease.

Purpose-Built for Financial Advisors

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.

Wealthbox Mail

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.

Activity Streams

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.

Highest-Rated Mobile App

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

The Wealthbox CRM mobile apps for iOS and Android. The Wealthbox CRM mobile apps for iOS and Android.

Getting Started with Wealthbox

Watch this overview video about the full range of features in Wealthbox CRM. Let’s do this!


Connect seamlessly with the tools you love

Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.

Switching to the #1 CRM
for RIAs is easy

Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!

Image of folders representing the easy data migration from your CRM to Wealthbox

Upgrade to Wealthbox

Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.

Image of Amber, Head of Customer Migrations at Wealthbox