Fidelity

Wealthbox CRM for Fidelity-Affiliated Advisors

Wealthscape℠ integrated. Beautifully designed. Web-based and secure.

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Discover Why Fidelity-Affiliated Advisors Love Wealthbox

Simple to use. Sign up and go. Try it now!

Amazingly Simple

Get the "aha moment" of simplicity in CRM.

Gorgeous Design

Wealthbox is revered for its beautiful interface.

Training-Free!

No old-school manuals or classes. Start now.

Advisors, register for a live demo today. Sign Up Now

Features for the Modern Financial Advisor

Wealthbox keeps you connected with clients, prospects, and staff - with ease.

View All Features →

THE POWER OF SIMPLICITY

Access Wealthscape data from Wealthbox for easy account look up and single-sign-on.

Advisors in Wealthbox can access and view a client’s account information on a contact record page in Wealthbox.

THE BEAUTY OF SPEED

Automated Account Openings with Fidelity’s Wealthscape.

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.”

Simple Pricing

No minimum users. No long-term contracts, pay-as-you-go. Let's do this.

Basic

Core CRM Features

$35

per user / month

Free 30-day Trial

Pro

Email Synced for Power Users

$49

per user / month

Free 30-day Trial

Premier

Customizable, Multi-Workspace

$65

per user / month

Free 30-day Trial

Keep your CRM data, import from any CRM.

With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.

Need help importing your data?

Amber and her help-desk team are here for you.

Switch to Wealthbox

COMPANION MOBILE APP

CRM for the on-the-go advisor.

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.

Ready to give Wealthbox a try?

Get started in 15 seconds.

  • Free trial for 30 days. No credit card required.
  • Invite unlimited users. It's free for everyone.
  • Try out all the features. See the power of simplicity.
Start Free Trial

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
Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Fidelity Investments is an independent company, unaffiliated with Wealthbox. Fidelity Investments is a service provider to Wealthbox.