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 advisors to get work done 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.
The integration with ClientWorks brings client account information and demographic data from ClientWorks into Wealthbox, giving advisors easy access to the information they need. Advisors can also benefit from two-way single sign-on capabilities between ClientWorks and Wealthbox.
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
LPL advisor Mike Maynes, Founder of Tortuga Financial, discusses how his team uses Wealthbox.