For Financial Advisors

Every client. Every interaction. One platform.

Contacts, meetings, opportunities, and follow-ups, all on one record. Less switching between tools, more time with clients.
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Trusted by premier advisory firms

Trusted by leading financial firms
YOUR PRACTICE, BUILT ON PROCESS

Standardize the way
your team works.

Prospecting, meetings, and reviews shouldn’t rely on memory. With repeatable workflows, every step is documented, every task stays on track, and nothing gets overlooked.

Consistency built into every client relationship.

Every conversation, task, meeting, and milestone lives in one place, with workflows that keep the next step moving automatically.
  1. PROSPECTING

    Every lead starts a workflow.

    A new prospect enters a workflow the moment they land in Wealthbox, so follow-up happens on schedule instead of whenever you remember.
  2. CLIENT MEETINGS

    Notes and tasks, captured in the moment.

    Meeting notes, next steps, and follow-up tasks are attached to the client record as the meeting happens, not after you get back to your desk.
  3. PORTFOLIO REVIEWS

    Recurring reviews run on their own.

    Annual reviews and check-ins fire as scheduled workflows, so no client goes a year without hearing from you.
  4. AS YOU GROW

    The same process at any size.

    New team members and new hires follow the same workflows you already built.

The Platform

What’s inside Wealthbox.

Everything you need to manage clients, prospects, and your day, in one place.

Tasks & Contacts

Every client, every task, one record.

Create and assign tasks that link directly to contact records, households, or opportunities.

  • Tasks linked to contacts, households, and opportunities
  • Live activity stream keeps everyone current
  • Household grouping keeps family relationships connected
Workflows

Your process, saved
and repeatable.

Build customized workflow templates for onboarding, reviews, and any recurring process.

  • Custom templates for any repeatable process
  • Each step becomes a dated, assigned task
  • Consistent service delivery without extra effort
WEALTHBOX MAIL

Every client email, right where it belongs.

Connect your inbox to Wealthbox with two-way sync, so emails attach to the right client automatically.

  • Two-way email sync keeps records current
  • Open and click tracking on every message
  • Create tasks and events directly from an email
OPPORTUNITIES

Your pipeline, visualized.

Manage prospects and new business with a drag-and-drop pipeline that shows exactly where every opportunity stands.

  • Drag and drop pipeline management
  • Custom stages that match your sales process
  • Clear visibility into what needs attention next
AI Notetaker

Meeting notes, done for you.

Turn client conversations into organized meeting notes, follow-up tasks, CRM updates, and next steps automatically.

  • Automatically generates meeting summaries and action items
  • Suggests CRM updates, tasks, and follow-up emails
  • AI-powered Meeting Prep brings client history and financial account data into every meeting

TESTIMONIALS

Don’t just take our word for it.

The best CRM is the one advisors actually use. Discover why Wealthbox leads in user adoption and supports firms at every stage of growth.

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
Rachel Daniels Chief Operating Officer
“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”
Scott Marek, CFP® Co-Founder, Senior Wealth Advisor
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple yet powerful and helps us operate with efficiency.”
Charlie Rocco Managing Partner & CEO
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150+ Integrations

Connect seamlessly
with the tools you love.

Email and calendar sync feed your Wealthbox record automatically. Portfolio and custodial platforms stay connected. An open API and over 150 integrations cover the rest, so your tech stack works together instead of in silos.

Explore integrations

Questions financial advisors ask.

Yes. Workflows turn prospecting, onboarding, and recurring reviews into a repeatable sequence, with each step becoming a dated, assigned task. Your process stays consistent no matter how busy your week is.
Yes. The Wealthbox mobile app gives you easy access to notes, tasks, events, workflows, and custodial integrations, so your full practice travels with you.
Wealthbox Mail connects to your inbox with two-way sync, so messages attach to the right client record automatically. You also get open and click tracking, plus the ability to send broadcast emails to segments of your list.
Switching is simple. Wealthbox has a secure, well-honed migration process, and you get an assigned specialist who guides you through every step, so the move is fast and easy.
Wealthbox works with financial advisors at RIAs, broker-dealers, and hybrid firms alike.

FOR FINANCIAL ADVISORS

See why advisors choose Wealthbox.

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