Wealthbox is different.
Effortless CRM
Signup-and-go simplicity. No training required.
Modern Design
Sleek interface. Intuitive workflows. Customizable.
Simple Migration
Painless process for easy data transfer. Free support if needed.
Wealthbox is simple, web-based, purpose-built CRM software for financial professionals.
Signup-and-go simplicity. No training required.
Sleek interface. Intuitive workflows. Customizable.
Painless process for easy data transfer. Free support if needed.
"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce."
"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm."
Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.
Full-featured 30-day trial. No credit card required.