Opportunity Tracking

Turn more prospects into clients.

Track every prospect and move opportunities forward with a pipeline built for financial advisors.
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Everything you need to manage your pipeline.

From first contact to signed client, Wealthbox helps you organize opportunities and automate follow-up.

WHEN A NEW PROSPECT ARRIVES

Every opportunity starts organized.

Capture leads, assign an opportunity stage, estimate potential revenue, and keep every conversation connected from the very beginning.

WHEN DEALS MOVE FORWARD

Your pipeline stays up to date.

Advance opportunities through customizable stages, assign follow-up tasks, and automate next steps so every prospect continues moving toward becoming a client.

WHEN IT'S TIME TO FORECAST

Know what’s coming next.

See your pipeline at a glance, forecast potential revenue, identify stalled opportunities, and focus your team on the deals most likely to close.
VISUAL SALES PIPELINE

See every opportunity at a glance.

Manage opportunities in a visual pipeline with customizable stages that reflect your firm’s sales process.

  • Customize pipeline stages for your firm
  • Drag and drop opportunities between stages
  • Instantly see pipeline health and progress
OPPORTUNITY DETAILS

Track the information that matters.

Capture everything you need to manage each opportunity, from expected revenue and close dates to referrals, products, and custom fields.

  • Track revenue, probability, and close dates
  • Associate products, referrals, and custom fields
  • Keep every opportunity organized in one place
TASKS & WORKFLOWS

Never miss the next step.

Automatically create follow-up tasks and workflows as opportunities advance through your pipeline, helping your team stay on schedule.

  • Trigger tasks as opportunities progress
  • Automate repeatable sales processes
  • Keep follow-up moving without manual reminders

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Contact Management

Contact Management

Organize client details, communication history, financial data, and household relationships in a single, searchable hub, so nothing falls through the cracks.

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Dashboards & Reporting

Build custom reports, visualize key metrics, and generate reports with AI to better understand your business and make informed decisions.

Learn more Workflows & Tasks

Workflows & Tasks

Automate recurring processes, assign tasks, and keep every client moving forward with workflows built for the way advisory firms actually operate.

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