Features for the Modern Financial Advisor

Companion Mobile App

Full-featured CRM for the on-the-go financial advisor.

Lookup contacts, enter notes, schedule meetings, and see what's happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.

Download on app storeGet it on Google Play

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Not sure? Join a live demo.

Schedule it now with Amber.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.
Sign Up for a Demo Amber, Team Wealthbox