Security & Compliance

Security built for advisory firms.

Enterprise-grade security, flexible permissions, and compliance-ready controls.
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Protect your data with confidence.

Wealthbox combines modern security with practical compliance controls, so your team gets secure access without unnecessary friction.

WHEN YOUR TEAM GROWS

Control who sees what.

Manage user permissions and access by role, so advisors and staff only see the information they’re authorized to access.

WHen Data Needs Protection

Security is built in.

From encryption to secure authentication, Wealthbox helps protect your firm’s most important information at every step.

WHEN COMPLIANCE CAlls

Records are ready.

Communication history, activity logs, and client records stay organized and accessible, making reviews and audits easier to support.
DATA SECURITY

Protect client information at every level.

Wealthbox safeguards your firm’s data with modern security practices designed to keep sensitive client information protected.

  • Bank-level encryption for data in transit and at rest
  • Secure cloud infrastructure and continuous monitoring
  • Automatic backups and disaster recovery
USER PERMISSIONS

Give the right people the right access.

Assign roles that control what advisors and staff can do in Wealthbox, from managing users to exporting data.

  • Role-based user permissions
  • Control who can manage users, export data, or edit settings
  • Permissions scale as your firm adds people and roles
RECORD VISIBILITY

Share information intentionally.

Choose which contacts, opportunities, notes, and other records are visible across your firm while maintaining the appropriate level of confidentiality.

  • Flexible record visibility settings
  • Support private and shared relationships
  • Control collaboration across teams
ACTIVITY HISTORY

Know what happened and when.

Track changes across your CRM with activity history that helps teams understand updates and maintain accountability.

  • View changes to records over time
  • Improve visibility across your team
  • Support operational oversight

Explore more Wealthbox capabilities.

Email

Email

Sync your inbox with Wealthbox so every email, meeting, and follow-up is automatically connected to the right client relationship.

Learn more Admin & Customizations

Admin & Customizations

Customize Wealthbox to fit the way your firm works with configurable fields, layouts, navigation, permissions, and settings that support your unique processes.

Learn more 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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