Wealthbox for Broker-Dealers

Enterprise CRM technology for the advisors you serve.

Attract and Retain Financial Advisors

Offer Wealthbox to increase advisor productivity - and happiness!

Trusted by

Features for the Modern Financial Advisor

Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.

Discover the Power of Wealthbox

Proven, trusted, and loved by financial advisors.

Advanced API

Customized Integrations

Wealthbox offers broker-dealer institutions with a well-documented API and customized endpoint options to amplify the services of their advisor platform.

Security Matters

Secure and Trusted

Built with 256-bit encrypted SSL and advanced security safeguards, Wealthbox also offers an array of extra security protection features to protect advisors and user data.

Full-Featured CRM

Purpose-Built for Financial Advisors

Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows advisors to get work done with ease.

“Wealthbox is known for its ease of use that’s combined with powerful features. It helps our advisors streamline their practices.”

Rinaldo Ritonga, Western International Securities

“We switched to Wealthbox and have seen our advisors adopt CRM like never before. It’s simple to use yet powerful and helps our firm operate with efficiency.”

Curious about Wealthbox for Broker-Dealers?

Let’s talk about how Wealthbox will make your advisors more successful.

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