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.
Everyone's practice operates a little differently. Wealthbox has a range of customizable options to allow you to get the most out of CRM.
Monitor remote team activity from the office and collaborate with advisor teams and staff. The simple drop-down menu allows the home office to switch between different firms’ workspaces, providing flexible data management for centralized offices and distributed teams.
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.
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.
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