Wealthbox is simple to use.
Sign up and go.
No training required, get the “aha moment” of simplicity in CRM.
All the features you need in a CRM built specifically for financial professionals.
A modern design and user experience makes Wealthbox easy and enjoyable to use.
Wealthbox has all the tools a modern advisor needs in a CRM.
Two-Way Email Sync
Desktop & Mobile Apps
SOC 2 Certified
Stay connected with clients, prospects, and staff – with ease.
Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows financial professionals to get work done with ease.
The Wealthbox Mobile apps provide financial professionals with all the features of the web-app along with the same simple and intuitive interface.
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Choose a plan that suits your advisory practice. Let’s do this.
*Before Concourse Financial Group Securities discount!