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Wealthbox provides an intuitive, modern CRM workspace for advisors to collaborate with coworkers and manage client relationships – with ease. Try it now.
Advisor’s Assistant was founded in 1997 by John H. Anderson, a financial advisor who saw the need for a tool that would help him manage his client relationships more effectively.
We’re frequently asked why financial planners are switching from Advisors Assistant CRM to Wealthbox. Here are the top reasons.
Low Switching Cost
Better Email Integration
Designed for Advisors
Intuitive and Time-Saving
No Training Required
Friendly, Responsive Support
An Open API
Better Mobile Apps
Trusted by premier advisory firms
Catherine Chaney Bowman
DMK Advisor Group
Fintech Consultant at Level Best