“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.”
“We love the Wealthbox interface, because it’s so intuitive and easy to use, and everyone stays in the loop on client activity.”
How do I subscribe to Wealthbox?
First, start with a free 30-day trial here. Then, once logged in, go to the three dots in the upper right corner of the Wealthbox interface and select “Subscribe” to pay with a credit card. You can also schedule a call with our sales team to discuss Wealthbox on the phone and in a demo.
Can I pay for Wealthbox monthly?
Yes, you can pay monthly or annually. Choose the monthly option to pay on a per month basis. The monthly plan is not discounted, so if you are looking to save, we recommend the annual plan.
Which pricing plan is right for me?
We understand that each financial advisory practice is unique, requiring specific features to support its operations. Above you can see the features included in the different plans to support your needs. If you need help in choosing the right plan for you, reach out to our sales team to discuss on the phone or in a demo.
How easy is it to migrate my CRM data? Is it free?
Migrating your data to Wealthbox is simple, fast, and FREE! We help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. Learn more.
Can I change my plan?
Yes. You can make changes to your plan at any time including adding or removing users. Simply go to the Billing section and click the "Change" link next to your billing cycle.
Does Wealthbox offer any discounted plans?
Yes, by choosing an annual plan, you will receive a discount. Toggle between the annual and monthly pricing options to see the difference at the top of this page.
How can I manage my billing?
If you are the “account owner” or “admin” of your account, you can access your purchase history, invoices, payment details, plan type, and more in the Billing section.
How secure is Wealthbox?
Wealthbox is a SOC 2, Type 2-certified organization that meets the highest standards of security to ensure your account and data are safe. We use bank-level security and 256-bit encryption to safeguard data and we have a range of extra security features, like session time-out, and two-factor authentication.
Does Wealthbox have mobile apps?
Yes, Wealthbox provides a companion mobile app - with the highest ratings from advisors of any wealth-tech CRM - that are available to download for Apple iOS and Android devices. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.
