Wealthbox for Advisor Networks
for RIA aggregators, OSJs, and financial planner networks
for RIA aggregators, OSJs, and financial planner networks
See how FormulaFolios built its nationwide firm using Wealthbox.
Collaborative CRM designed with a workspace network architecture
Standardize and manage your advisor network operations by administering separate Wealthbox CRM workspaces for advisors on your network.
Monitor activity and collaborate in each Wealthbox CRM workspace with your advisor teams.
Create customized templates for automated workflows and publish them to each CRM workspace for standardized practices.
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."