Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.
Advisors in Wealthbox can access and view a client’s account information on a contact record page in Wealthbox.
SSO capabilities for custody customers and a new SSO integration for clearing customers allows users to “Send to” Fidelity to kick off new account openings.
“The innovative integration between Wealthbox and Fidelity’s Wealthscape ultimately saves our 800 nationwide advisors time that we can give back to our clients to better serve them.”
Choose a plan that suits your advisory practice. Let’s do this.
With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.
Amber and her help-desk team are here for you.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
Get started in 15 seconds.
Schedule it now with Amber.