Wealthbox for Financial Advisors

Purpose-built for advisors, Wealthbox is CRM you’ll actually enjoy. No training required.
Discover why Wealthbox is the best CRM for financial advisors.

The Wealthbox desktop and mobile apps.

Features for the Modern Financial Professional

Wealthbox has all the tools a modern advisor needs in a CRM.

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

Featured Integration

Wealthbox and ClientWorks are integrated for streamlined efficiency.

How It Works

ClientWorks was built by LPL Financial to help advisors streamline their business and when combined with the powerful tools of Wealthbox you’ll be prepared to take advantage of every opportunity that lays ahead. The Wealthbox integration provides easy access to ClientWorks account and demographic data with contact records plus two-way single sign-on capabilities between ClientWorks and Wealthbox.

LPL ClientWorks account data in a Wealthbox contact record – possible due to the integration between Wealthbox and LPL ClientWorks.
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 Winter 2024 Wealthbox CRM G2 Awards for Winter 2024

Discover the power of Wealthbox

Everything advisors need connect with clients, prospects and coworkers.

Task and Contact Management

Create and assign tasks that link to contact records, households, or opportunities. Share client activity updates and task progress in a live stream to keep your entire team up-to-date.

The activity stream on a Wealthbox Contact Record.

Workflow Templates

Create customized templates for automated workflows and optimize your business process efficiency.

Wealthbox Mail

Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.

Opportunities

Maximize every opportunity with a sleek drag-and-drop interface to help you build and manage your pipeline.

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.

Switching to the #1 CRM
for RIAs is easy

Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!

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

Upgrade to Wealthbox

Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.

Book a Demo
Get Started Free

Full access. No credit card needed.

Image of Amber, Head of Customer Migrations at Wealthbox