Wealthbox CRM for Cambridge Investment Research Financial Advisors
Cambridge approved. Beautifully designed. Web-based and secure.
Cambridge approved. Beautifully designed. Web-based and secure.
Simple to use. Sign up and go. Try it now!
Get the "aha moment" of simplicity in CRM.
Wealthbox is revered for its beautiful interface.
Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
"Wealthbox is outstanding! Easy to learn and simple to use. I was up and running in a day. Truly the best CRM I have used in 16 years in the business."
Choose a plan that suits your advisory practice. Let’s do this.
* Before Cambridge discount!With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.
Our help-desk team is here for you.
See for yourself why so many advisors easily switch to Wealthbox.
