Wealthbox for
Banks and Credit Unions

Collaborate with your team to manage your clients.
Discover why Wealthbox is the best CRM for Banks and Credit Unions.

The Wealthbox desktop and mobile apps.

Trusted by Premier Advisory Firms

Features for the Modern Financial Advisor

Wealthbox has all the tools banks and credit unions need in a CRM.

Contact Management

Activity Streams

Calendar Events

File Storage

Two-Way Email Sync

System Reporting

Desktop & Mobile Apps

Enterprise Ready

Task Management

Automated Workflows

Opportunity Tracking

Visibility Permissions

Portfolio Integrations

Advanced Security

Account Administration

SOC 2 Certified

Featured Integration

Modern CRM integrated with advanced reporting and data solutions.

How It Works

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.

Albridge data inside of a Wealthbox contact record thanks to the Wealthbox integration with Albridge.
More Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024

Discover the power of Wealthbox

Proven CRM technology, trusted by banks and credit unions.

Secure and Trusted

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.

Workflow Templates

Create customized templates for automated workflows and optimize your business process efficiency.

Wealthbox Mail

Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.

Pipeline Management

Build and manage your pipeline by stage in a sleek drag-and-drop interface.

Switching to the #1 CRM for advisors is easy

Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!

Switch to Wealthbox from Salesforce, Redtail, and Microsoft Dynamics.

Upgrade to Wealthbox

Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.

Book a Demo
Get Started Free

Full access. No credit card needed.

Image of Amber, Head of Customer Migrations at Wealthbox