Wealthbox for LPL Advisors

ClientWorks-integrated. Powerful yet simple to use. #1-Rated CRM for advisors.

Wealthbox modern CRM for financial advisors.

Trusted by LPL Advisory Firms

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024

Discover the power of Wealthbox

Stay connected with clients, prospects, and staff – with ease.

Purpose-Built for Financial Advisors

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.

Wealthbox Mail

Connect your email to Wealthbox in a two-way sync for amazing productivity.

Opportunities

Build and manage your pipeline by stage in a sleek drag-and-drop interface.

Workflows

Customize workflows and build templates for business process efficiency.

Activity Streams

Share client activity updates in a live stream with your team.

Tasks

Create and assign tasks that link to contact records or financial planning opportunities.

Calendar

Sync your calendar and create custom individual and group views.

Reports

Generate and save dynamic CRM reports for better analytical insight.

Highest-Rated Mobile App

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.

The Wealthbox CRM mobile apps for iOS and Android. The Wealthbox CRM mobile apps for iOS and Android.
Featured Integration

Wealthbox and ClientWorks are integrated for streamlined efficiency.

How It Works

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.

LPL ClientWorks account data in a Wealthbox contact record – possible due to the integration between Wealthbox and LPL ClientWorks.
More Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.

Tortuga Financial

Happy LPL Switcher

LPL-affiliated firm Tortuga Financial switched from Redtail to Wealthbox. They couldn’t be happier. Wealthbox is “actually fun to use.” Watch now.

LPL advisor Mike Maynes, Founder of Tortuga Financial, discusses how his team uses Wealthbox.

Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.

Charlie Rocco

MONECO Advisors

Switching to the #1 CRM
for LPL advisors 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!

Switch to Wealthbox from Salesforce, Redtail, and Microsoft Dynamics.

Upgrade to Wealthbox

Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.

Try Wealthbox Free

Full access. No credit card required.

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Image of Amber, Head of Customer Migrations at Wealthbox