Integrations /Communication Tools

Get started with Wealthbox + Lightspeed Voice

Modern CRM integrated with call recording for increased productivity!


Lightspeed Voice is a cloud-based VoIP telephone provider that combines a fully featured communications platform with automated sales performance tools to help connect advisors with new and prospective clients. The integration with Wealthbox allows contact records to automatically pull up when a client calls in, without having to search for it. Then, a note gets added to that contact record with a timestamp of when the call occurred, and a link to the recording for replay.


Blog Post

“Lightspeed Voice views integrations as an opportunity to accelerate procedural work by automating everyday tasks. The Wealthbox integration is a powerful asset for financial advisors to ensure users can capitalize on its versatility.”

Joel Poythress

Head of Strategic Planning, Lightspeed

Get started with Wealthbox + Lightspeed Voice

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