Why are Fidelity-Custodied Advisors
Switching to Wealthbox?

Wealthbox is Modern CRM

  • Full-featured ✅
  • Integrated with Fidelity 🔗
  • SUPER easy and free to switch 🎉

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"The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We're glad we switched to Wealthbox."

Rachel Daniels, Avidian Wealth Solutions