Wealthbox has all the tools banks and credit unions need in a CRM.
Two-Way Email Sync
Desktop & Mobile Apps
SOC 2 Certified
BNY Mellon’s Albridge platform is relied on by many banks and credit unions for its ability to aggregate multi-custodial, insurance, and direct-to-fund data from hundreds of sources. The Wealthbox integration brings that consolidated view directly into your CRM allowing advisors a holistic view of each client’s assets.
Proven CRM technology, trusted by banks and credit unions.
Regardless of the size of a bank or credit union, proper data security internally and for any outside vendors is vitally important. Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards, and array of extra security features to protect advisors and user data.