Features for the Modern Financial Advisor

Administrative Controls

User Management & Permissions

Wealthbox has its privileges.

Wealthbox is designed with various personas that reflect how financial advisors deploy, manage, and operate CRM systems. Permissioning and administrative privileges are easy to configure.

user_permissions

customizations

Customizations

Set up Wealthbox to work the way you do.

Everyone’s practice operates a little differently. Wealthbox has a range of customizable options to allow you to get the most out of CRM.

Multi-Account Admin

Bringing on new teams of advisors? Administrate with ease.

We’re soon launching a new feature in Wealthbox that will allow a home office to set up and collaborate in multiple Wealthbox accounts with different teams of advisors in various territories.

multi_account_admin

data_portability

Data Portability

Easy in, easy out. We make it simple to start or end using Wealthbox CRM.

It’s your data, not ours, and you should be free to easily import and export as you please. We will never lock you in and we have tools that facilitate migrations to and from Wealthbox.

Restful API

Build deep integrations with your systems through our API.

Fully-featured RESTful API allows your programmers to interface to Wealthbox in a simple, secure, modern way. Access the API in both JSON and XML formats.

json

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