Enterprise CRM for Large RIA Firms

The Platform

Built for adoption. Designed to scale.

Wealthbox combines an intuitive user experience with the controls, permissions, reporting, and oversight enterprise firms need to support growth at scale.

Visibility

Visibility across
your organization.

Firm-wide reporting and real-time dashboards give you one view of activity and performance across every team.

Firm-wide reporting and dashboards
Team, office, and advisor-level visibility
Activity tracking and performance insights

Governance at Scale

Permissions that match
how the firm is structured.

Wealthbox gives enterprise firms record-level visibility, team-scoped pipelines, and supervisor oversight, not just user roles.

Record-level permissions on contacts, opportunities, and tasks
Team and business-unit segmentation for multi-office firms
Supervisor visibility with full audit history on every action

Custom Objects

Go beyond the
standard CRM fields.

Define your own custom record types and link them to the contacts and households they belong to.

Store data for insurance policies, real estate holdings, or anything else your firm tracks
Custom navigation and icons for each object, built into the sidebar
Bring in data from third-party integrations

API & Extensibility

Open by design.
Built to fit your systems.

Wealthbox offers a full read-and-write REST API across the entire data model, ready for your team to build on.

Full read-and-write REST API across the data model
Deep integrations across the advisor stack, no marketplace fees
150+ integrations, from custodians to portfolio management to financial planning tools

Role-based access control

Granular permissions on every record, with supervisor visibility and a full audit history attached to every action taken in the system.

An audit trail examiners respect

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

Your data stays yours

Full export at any time. AI features process your data to deliver results, never to train models.

The Enterprise Stack

Connect to the
tools you already use.

Wealthbox connects to the custodians, portfolio platforms, and planning tools your firm already runs, with 150+ integrations and an open API for everything else.

Charles Schwab

Custodial Platforms

Fidelity

Custodial Platforms

Orion

Portfolio Management

Addepar

Portfolio Management

Envestnet

Portfolio Management

Black Diamond

Portfolio Management

eMoney

Financial Planning

MoneyGuide

Financial Planning

Outlook Email

Communication Tools

Betterment

Custodial Platforms

Pershing NetX360+

Custodial Platforms

Dispatch

Onboarding & Form Tools

Questions enterprise firms ask.

Does Wealthbox support enterprise single sign-on?

Yes. Single-Sign-On to Wealthbox from your identity provider software, such as Okta or OneLogin, or a proprietary employee portal via SAML 2.0. Fully supported on web and mobile.

Can we get automatic backups of our data?

Yes. Wealthbox can provide full account backup and back-office reports delivered nightly to your SFTP destination for every workspace in your organization.

Can we run multiple workspaces across our firms?

Yes. Switch between workspaces for each firm or office you manage, with centralized visibility into activity across all of them. Advisor teams and staff work within their own workspace, so day-to-day collaboration doesn’t change.

Is Wealthbox a fit for a large RIA with multiple offices?

Yes. Large RIA firms run Wealthbox across offices with multiple workspaces, centrally published workflow templates, granular permissions, and a timestamped audit trail for oversight.

CRM built for
growing advisory firms.

Built for adoption. Designed to scale.

Visibility across
your organization.

Permissions that match
how the firm is structured.

Go beyond the
standard CRM fields.

Open by design.
Built to fit your systems.