Discover why advisors are switching to Wealthbox.
Simplicity meets power in Wealthbox CRM.
With an easy-to-view layout and a quick note-taking interface, you can keep track of notes, emails, files, financial information, and more.
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.
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.
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!