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.
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.
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.
