Modern design. Intuitive workflows. Goodbye clunky CRM.
Reimagined for financial advisors to manage clients – easily.
Intuitive and clean interface with a modern aesthetic.
Transfer your CRM data with ease.
"Wealthbox is the best CRM ever. I’m glad I switched.”
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”
Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.
Amber and her help-desk team are here for you.Request a migration →
Full-featured 30-day trial. No credit card required.