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You and each get $50 Amazon gift cards if you subscribe. 🎉
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How it Works
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Wealthbox is the #1 rated CRM for financial advisors
Wealthbox is the #1 rated CRM for financial advisors
Advisors rank Wealthbox the #1 CRM in Wealth-Tech on G2, the leading software review site.
Contact Management
Organize notes, emails, files, and financial information quickly and easily.
Wealthbox Mail
Connect your email to Wealthbox in a two-way sync for amazing productivity.
Opportunities
Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Workflows
Customize workflows and build templates for business process efficiency.
Activity Streams
Share client activity updates in a live stream with your team.
Tasks
Create and assign tasks that link to contact records or financial planning opportunities.
Calendar
Sync your calendar and create custom individual and group views.
Reports
Generate and save dynamic CRM reports for better analytical insight.
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”
Charlie Rocco
MONECO Advisors
Connect seamlessly with the tools you love
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Simple pricing as low as $49 per user/month
Try Wealthbox now for free or get a demo to learn more.
