Wealthbox CRM for IFP Financial Advisors
IFP approved. Beautifully designed. Web-based and secure.
IFP approved. Beautifully designed. Web-based and secure.
Simple to use. Sign up and go. Try it now!
Get the "aha moment" of simplicity in CRM.
Wealthbox is revered for its beautiful interface.
Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
"Having Wealthbox as the preferred CRM in IFP’s technology stack empowers our broker-dealer immensely.”
Choose a plan that suits your advisory practice. Let’s do this.
* Before IFP discount!With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.
Our help-desk team is here for you.
See for yourself why so many advisors easily switch to Wealthbox.
