File Storage

Document Management

File storage made easy in CRM.

Access, manage and share files with coworkers. Customized category labeling, user access permissions - it’s all here.

Document Management Integrations

Seamlessly integrate your favorite file storage services with Wealthbox.

We’re partnered with the leading document management companies such as Dropbox, Google Drive, and Box.

Upgrade to Wealthbox

See for yourself why so many advisors easily switch to Wealthbox.

Amber, Team Wealthbox