Get the “aha moment” of simplicity in CRM.
Wealthbox is revered for its beautiful interface.
No old-school manuals or classes. Start now.
"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce." — RIABiz article
"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm." — Jason Wenk, Financial Advisor
Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.
Amber and her help-desk team are here for you.