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.
"Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency."
Choose a plan that suits your advisory practice. Let’s do this.*Before LPL Affinity discount!
With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.
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