Why are LPL Advisors Switching to Wealthbox?

Why are LPL Advisors Switching to Wealthbox?

Wealthbox is Modern CRM

  • Full-featured / LPL-approved
  • Integrations galore
  • INSANELY easy to switch


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"As an LPL-affiliated advisor, nothing comes close to the power and simplicity of Wealthbox. We love it."

Alex Chalekian, Lake Avenue Financial