Wealthbox keeps you 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."
No minimum users. No long-term contracts, pay-as-you-go. 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.
Get started in 15 seconds.
Schedule it now with Amber.