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Wealthbox CRM
A single hub to manage your business.
Trusted by premier advisory firms
Capabilities
Each capability works on its own and gets better together. See the core of the Wealthbox platform.
Contact Management
Organize client details, communication history, financial data, and household relationships in a single, searchable hub, so nothing falls through the cracks.
Explore Contact Management
Email
Sync your inbox with Wealthbox so every email, meeting, and follow-up is automatically connected to the right client relationship.
Explore Email
Opportunity Tracking
Track every opportunity from first conversation to closed business with a visual pipeline that keeps your team organized, focused, and ready for what comes next.
Explore Opportunity Tracking
Workflows & Tasks
Automate recurring processes, assign tasks, and keep every client moving forward with workflows built for the way advisory firms actually operate.
Explore Workflows & Tasks
Dashboards & Reporting
Build custom reports, visualize key metrics, and generate reports with AI to better understand your business and make informed decisions.
Explore Dashboards & Reporting
Meetings & Calendar
Prepare for every client meeting with shared agendas, AI-powered meeting prep, collaborative notes, and follow-up that stays connected to the client relationship.
Explore Meetings & Calendar
Security & Compliance
Protect client data with enterprise-grade security, flexible permissions, and compliance-ready controls designed to help advisory firms work securely and confidently.
Explore Security & Compliance
Admin & Customizations
Customize Wealthbox to fit the way your firm works with configurable fields, layouts, navigation, permissions, and settings that support your unique processes.
Explore Admin & Customizations
Wealthbox isn’t a stack of disconnected tools. Every part of the platform shares the same client record, so your data stays in sync and your team stays on the same page.
“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”
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