Wealthbox CRM for Shareholders Service Group
Financial Advisors

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

Wealthbox Dashboard Screen on Laptop
As seen in

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.


No old-school manuals or classes. Start now.

Advisors, register for a live demo today. Book a Demo


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!


Starter CRM

$ 49

per user / month

Free 14-day Trial


Core CRM with Email Sync

$ 65

per user / month

Free 14-day Trial


Advanced Features
for Power Users

$ 89

per user / month

Free 14-day Trial

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

Upgrade to Wealthbox

See for yourself why so many advisors easily switch to Wealthbox.

Amber, Team Wealthbox