Offer Wealthbox to increase advisor productivity - and happiness!
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 the best CRM ever. I’m glad I switched.”
"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm."