Wealthbox has all the tools family offices need in a CRM.
Two-Way Email Sync
Desktop & Mobile Apps
SOC 2 Certified
Addepar’s ability to aggregate portfolio data, analytics, and reporting have made it a valued piece of many family office tech-stacks. The Wealthbox integration with Addepar brings that value directly into your CRM. View summarized details of an Addepar client’s portfolio in their Wealthbox contact record and click to view that client in the Addepar platform for further analysis.
Proven CRM technology, trusted by family offices.
Build and manage your pipeline by stage in a sleek drag-and-drop interface. With a modern “kanban” style interface to view progress, you can better manage opportunities to grow your book of business.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app and the same simple, intuitive interface. With access to integrations including Addepar (and more!) along with features such as voice dictation tools to take notes while you’re on-the-go – the Wealthbox Mobile apps allow you to have all of the core CRM functionality right in your pocket.