Advisor Networks | Wealthbox CRM

Wealthbox for Advisor Networks

for RIA aggregators, OSJs, and financial planner networks

Standardize and Scale Your Advisor Network

See how FormulaFolios built its nationwide firm using Wealthbox.


Wealthbox is Built for Growth - Yours

Collaborative CRM designed with a workspace network architecture

Growth Platform

Multiple CRM Workspaces

Standardize and manage your advisor network operations by administering separate Wealthbox CRM workspaces for advisors on your network.

Remote Teams

Field Office Collaboration

Monitor activity and collaborate in each Wealthbox CRM workspace with your advisor teams.

Automated Operations

Workflow Publishing

Create customized templates for automated workflows and publish them to each CRM workspace for standardized practices.

Customer Service

Total Support

We’re here to help, with a dedicated account manager and an experienced, knowledgeable and friendly support team.

"Wealthbox has quickly established itself as the premier CRM for advisor firms. Our partnership with Wealthbox has allowed us to provide our members with best-in-class technology that allows them to focus on what really matters - growing their firm."

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