Discover why advisors are switching to Wealthbox.
Stay connected with clients, prospects, and staff - with ease.
Simplicity meets power in Wealthbox CRM.
The new “Wealthbox Mail” feature has 2-way sync with your email address to send-and-receive emails to and from Wealthbox. Open rates, click tracking, blast-outs. It’s all here.
Our experienced support team helps you get onboarded fast and assists you with questions, tutorials, one-on-one demos and more. We perform CRM data migrations too, for free!
With an easy-to-view layout and a quick note-taking interface, you can keep track of notes, emails, files, financial information, and more.
Name your workflow and create custom templates. Editing and coworker commenting allow collaborative flexibility to get work done with ease.
With a modern “kanban” style interface to view progress, you can better manage opportunities to grow your book of business.
Enabled through the Wealthhbox API we have integrations with the leading financial planning tools. We also connect with Zapier to enable over 1,000 integrations to make Wealthbox even more powerful and productive. See all integrations