Wealthbox CRM for Shareholders Service Group
Financial Advisors

SSG approved. Beautifully designed. Web-based and secure.

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Discover Why SSG-Affiliated Advisors Love Wealthbox

Simple to use. Sign up and go. Try it now!

Amazingly Simple

Get the "aha moment" of simplicity in CRM.

Gorgeous Design

Wealthbox is revered for its beautiful interface.

Training-Free!

No old-school manuals or classes. Start now.

Advisors, register for a live demo today. Sign Up Now

Features for the Modern Financial Advisor

Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.

View All Features →

COMPANION MOBILE APP

CRM for the on-the-go advisor.

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.

“Wealthbox CRM is a great addition to our Advisors Advantage Program. This relationship supports our goal of helping Advisors select and adopt technology solutions that allow them to meet and ultimately exceed the expectations of their clients.”

Simple Pricing*

Choose a plan that suits your advisory practice. Let’s do this.

*Before SSG discount!

Basic

Core CRM Features

$45

per user / month
when billed annually

Pro

Email Synced for Power Users

$59

per user / month
when billed annually

Premier

Customizable, Multi-Workspace

$79

per user / month
when billed annually

Import your data from any CRM – with ease.

With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.

Need help importing your data?

Our help-desk team is here for you.

Switch to Wealthbox

Ready to give Wealthbox a try?

Get started in 15 seconds.

  • Free trial for 14 days. No credit card required.
  • Invite unlimited users. It's free for everyone.
  • Try out all the features. See the power of simplicity.
Start Free Trial

Not sure? Join a live demo.

Schedule it now with Amber.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.
Sign Up for a Demo Amber, Team Wealthbox