Wealthbox Enterprise

Collaborate with your team to manage your firm’s clients.
Discover why Wealthbox is the best CRM for large wealth management firms.

The Wealthbox desktop and mobile apps.

Features for the Modern Financial Advisors

Wealthbox has all the features large wealth management firms need to operate effectively and compliantly.

Contact Management

Activity Streams

Calendar Events

File Storage

Two-Way Email Sync

System Reporting

Desktop & Mobile Apps

Enterprise Ready

Task Management

Automated Workflows

Opportunity Tracking

Visibility Permissions

Portfolio Integrations

Advanced Security

Account Administration

SOC 2 Certified

Sanctuary Wealth Logo

“When we switched, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.

Image of Jack McCormack from Sanctuary Wealth

Jack McCormack

Managing Director at Sanctuary Wealth

425 users on Wealthbox

Featured Integration

Modern CRM integrated with the leading independent custodian to streamline operations.

How It Works

Schwab Advisor Services is trusted by thousands of RIA firms to help them manage their business and combined with Wealthbox’s best-in-class proprietary tools advisors can streamline routine tasks and focus on serving their clients. The Wealthbox integration provides advisors with Schwab account details, positions and transactions plus Single-Sign-On (SSO) with Schwab Advisor Center – all within their associated Wealthbox contact record.

More Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox CRM G2 Awards for Spring 2024 Wealthbox CRM G2 Awards for Spring 2024

Discover the power of Wealthbox

Proven enterprise CRM technology, trusted by enterprise firms.

Multiple Workspaces

Switch between different firms’ workspaces, providing flexible data management for centralized offices. Monitor remote team activity from the office and collaborate with advisor teams and staff.

Enterprise customers have the ability to switch between different workspaces in Wealthbox.

Workflow Templates

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.

Wealthbox API

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

On-Premise Exchange Sync

Wealthbox supports connecting mail and calendar sync behind VPNs and firewalls via NTLM or Basic Authentication using a static set of IP addresses.

Highest-Rated Mobile App

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface. Notes, tasks, events, advanced workflows and even custodial integrations – all the power of CRM in your pocket.

The Wealthbox CRM mobile apps for iOS and Android. The Wealthbox CRM mobile apps for iOS and Android.

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.

Automatic Backups

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

Secure and Trusted

Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards, and array of extra security features to protect advisors and user data.

Enterprise Support

Get access to ongoing support from the Customer Success team and a dedicated Relationship Manager, along with video tutorials and a Q&A knowledge base.

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.

Rachel Daniels of Avidian Wealth

Rachel Daniels

Avidian Wealth Solutions

70 users on Wealthbox, $4B AUM

Switching to the #1 CRM for advisors is easy

Wealthbox Enterprise customers have access to ongoing support from the Customer Success team. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way to ensure client contacts, previous activities, custom fields, and processes are seamlessly transitioned into Wealthbox.

Switch to Wealthbox from Salesforce, Redtail, and Microsoft Dynamics.

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when we switched.”

Image of Catherine Chaney Bowman of DMK Advisor Group

Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Image of Charesse Spiller Fintech Consultant at Level Best

Charesse Spiller

Fintech Consultant at Level Best

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