Wealthbox for Canadian Advisors
Aligned with Canadian data regulations. Powerful yet simple to use.
Discover why Wealthbox is the best CRM for financial advisors in Canada.
Trusted by Premier Advisory Firms
Features for the Modern Financial Advisor
Wealthbox has all the features Canadian advisors need to operate effectively and compliantly.
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
Recorded Webinar
Wealthbox in Canada: What Advisors Need to Know
Wealthbox is coming to Canada – bringing our #1-rated CRM solution to the Canadian financial advisor market. With in-country AWS hosting, Wealthbox ensures compliance with Canadian data regulations while delivering fast, secure, and intuitive CRM functionality. Join us for a previously recorded live webinar to learn how Wealthbox’s expansion supports Canadian wealth management firms with seamless workflows and powerful integrations.
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2025 ratings for the best wealthtech CRMs by G2, the leading software review site.
Discover the Power of Wealthbox
Everything advisors need to connect with clients, prospects and coworkers.
Task and Contact Management
Create and assign tasks that link to contact records, households, or opportunities. Share client activity updates and task progress in a live stream to keep your entire team up-to-date.
Workflow Templates
Create customized templates for automated workflows and optimize your business process efficiency.
Wealthbox Mail
Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.
Opportunities
Maximize every opportunity with a sleek drag-and-drop interface to help you build and manage your pipeline.
Highest-Rated Mobile App
The Wealthbox Mobile app provides financial advisors with all the features of the web-app along with the same simple and intuitive interface. Notes, tasks, events, advanced workflows and even custodial integrations – all the power of CRM in your pocket.
Connect seamlessly with the tools you love
Wealthbox integrates with over 150 leading custodial platforms and wealthtech 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!
Upgrade to Wealthbox
Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.
Full access. No credit card needed.
