Offer Wealthbox to increase advisor productivity - and happiness!
Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.
Proven, trusted, and loved by 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 offers broker-dealer institutions with a well-documented API and customized endpoint options to amplify the services of their advisor platform.
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.
“Wealthbox is known for its ease of use that’s combined with powerful features. It helps our advisors streamline their practices.”
“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.”