Wealthbox CRM for Shareholders Service Group <br class="d-none d-md-inline">Financial Advisors

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.

Training-Free!

No old-school manuals or classes. Start now.

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

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*

No minimum users. No long-term contracts, pay-as-you-go. Let's do this.

*Before SSG discount!

Basic

Core CRM Features

$35

per user / month

Free 30-day Trial

Pro

Email Synced for Power Users

$49

per user / month

Free 30-day Trial

Premier

Customizable, Multi-Workspace

$65

per user / month

Free 30-day Trial

Keep your CRM data, import from any CRM.

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 30 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