FOR BROKER-DEALERS

Built to support every advisor.

Wealthbox is modern CRM for financial advisors, with flexible deployment options for broker-dealers and firms that want additional visibility and oversight.
Book a Demo Get Started Free

Trusted by premier broker-dealers

Trusted by leading financial firms

The Platform

Designed for advisor adoption. Flexible for every firm.

Some broker-dealers give advisors the freedom to choose their CRM. Others standardize on Wealthbox across the enterprise. However your firm operates, Wealthbox is built to fit.

Contact Management

Every client. Every interaction. One place.

Keep client relationships organized with a complete history of notes, emails, meetings, files, and tasks in one shared record.

  • Contacts, households, and relationships
  • Complete client timelines
  • Everything connected in one place
Workflows

Help every advisor work more consistently.

Workflow templates make onboarding, client reviews, and recurring service easier to manage while allowing advisors to adapt processes to their own practice.

  • Repeatable client workflows
  • Assigned tasks with due dates
  • Consistent service across every relationship
Activity History

Every interaction, automatically documented.

Every note, email, meeting, and task becomes part of the client record, creating a complete history that’s available whenever it’s needed.

  • Full client activity timeline
  • Time-stamped interactions
  • Better documentation for advisors and compliance
    Permissions & Oversight

    Visibility when your firm needs it.

    Flexible permissions and supervisory capabilities give broker-dealers the oversight they need, while letting advisors focus on serving clients.

    • Granular user permissions
    • Supervisor visibility
    • Complete audit history

    Security & Compliance

    Built for the trust your advisors place in you.

    Security and compliance certifications

    Flexible permissions

    Control access across firms, teams, and users with granular permissions and role-based security.

    Complete audit history

    Every action is logged with a timestamped audit trail that supports internal oversight and regulatory reviews.

    Your data remains yours

    Export your data at any time. AI features process your data to generate results, never to train public models.

    Gary Carrai

    “We are excited to collaborate with Wealthbox to elevate the tools for our advisors.”

    Gary Carrai, Chief Product Officer, LPL Financial

    150+ Integrations

    Connect to the tools
    your reps already use.

    Wealthbox integrates with the technology your team already relies on. With 150+ integrations and an open API, it fits seamlessly into your existing technology ecosystem.

    Explore integrations

    Compare Wealthbox to other CRMs

    Whether you're choosing your first CRM or replacing one that's become too cumbersome, our comparison guides help you evaluate the options and find the best fit for your practice.

    Wealthbox vs. Salesforce

    Why firms switch from Salesforce to Wealthbox: enterprise controls without the complexity, and adoption that sticks across teams.

    See comparison

    Wealthbox vs. Redtail

    Why firms switch from Redtail to Wealthbox: modern CRM with reliable features that teams prefer.

    See comparison

    Wealthbox vs. AdvisorEngine / Junxure

    Why firms switch from AdvisorEngine to Wealthbox: modern CRM with expanding features and capabilities.

    See comparison

    Questions broker-dealers ask.

    Yes. Advisors can adopt Wealthbox individually, or a broker-dealer can deploy it firm-wide with centralized permissions and oversight. Either model runs on the same platform.
    Yes. Wealthbox supports OSJs and their affiliated offices, with permissions and supervisory oversight built for managing across multiple locations. See how Wealthbox works for OSJs →
    Yes. A dedicated migration specialist handles the mapping and import of your CRM data, so switching doesn’t mean losing history.
    Yes. Start a 14-day free trial with full access, or book a demo to see how Wealthbox would work for your firm.
    Wealthbox is SOC 2 Type II certified, with encryption in transit and at rest, granular permissions, and a timestamped audit trail that supports supervisory review and regulatory examinations.

    Upgrade to Wealthbox

    Get a personalized demo of Wealthbox.

    Book a Demo