Enterprise Firms | Wealthbox CRM

Wealthbox Enterprise

Enterprise CRM for large wealth management firms.

Wealthbox at Scale - Yours

Communicate, collaborate, and get work done across your firm.

You're in good
company

Features for the Modern Financial Advisor

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

250+ users on Wealthbox

"When we implemented Wealthbox, our advisors shared glowing feedback that they preferred it over the Salesforce CRM, and user adoption increased."

Discover the Power of Wealthbox Enterprise

Proven, trusted, and loved by financial advisors.

Home office & Remote Teams

Multiple CRM Workspaces

Monitor remote team activity from the office and collaborate with advisor teams and staff. The simple drop-down menu allows the home office to switch between different firms’ workspaces, providing flexible data management for centralized offices and distributed teams.

Advanced API

Customized Integrations

Wealthbox offers enterprise firms a fully documented API and customized endpoint options to amplify the services of their advisor platform.

Industry Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with the leading custodial platforms and wealth-tech applications. Here are just a few of them.

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Operational Automation

Workflow Template Publishing

From the home office to share with field offices, administrators can create customized templates for automated workflows and publish them to each CRM workspace for standardized practices.

Seamless Login

Enterprise SSO

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

Synced Infrastructure

On-Premise Exchange Sync

Hosting Exchange on your own infrastructure? Wealthbox supports connecting mail and calendar sync behind VPNs and firewalls via NTLM or Basic Authentication using a static set of IP addresses.

Automatic Backups

SFTP Account Reports & Backups

Wealthhbox Enterprise provides full account backup and back-office reports delivered nightly to your SFTP destination for every workspace in your organization.

Security Matters

Secure and Trusted

Built with 256-bit encrypted SSL and advanced security safeguards, Wealthbox, as a SOC 2, Type 2-certified organization, also offers an array of extra security protection features to protect advisors and user data.

Customer Service

Enterprise Support

Wealthbox Enterprise customers have access to ongoing support from the Customer Success team and are assigned a dedicated Relationship Manager and Customer Success representative with direct line access. We also have live Help Desk support along with video tutorials and a Q&A knowledge base.

“Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success.”

Toussaint Bailey, CEO and Principal, Enso Wealth

“The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

Want to know more about Wealthbox Enterprise?

Schedule a meeting to talk and see a demo.

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