Simple Pricing

No minimum users. No long-term contracts, pay-as-you-go. All features included.

  • No credit card required. Start now.
  • No long term commitment, cancel anytime.
  • Protected by 256 bit SSL security.
  • Web-based. Access anywhere, anytime.
"Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently." John Brueggeman, Viceroy Wealth Counsel
"Wealthbox is super easy and powerful. …There’s no training required, you just sign up and go." review in Advisor Internet Marketing