Archive

  1. Using Dashboards in Wealthbox to Make Better Business Decisions

    Comments Off on Using Dashboards in Wealthbox to Make Better Business Decisions
    Standby

    The webinar is starting soon…

    Using Dashboards in Wealthbox to Make Better Business Decisions

    June 15th 2025

    Presented by

    Team Wealthbox

    Chris Kopanski & Jenna Ghibaudy

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  2. How Advisors Use Flextract + Wealthbox to Simplify Data Gathering

    Comments Off on How Advisors Use Flextract + Wealthbox to Simplify Data Gathering
    Standby

    The webinar is starting soon…

    How Advisors Use Flextract + Wealthbox to Simplify Data Gathering

    June 15th 2025

    Presented by

    Jenna Ghibaudy

    Senior Product Specialist

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  3. Turning Leads into Growth with SmartAsset and Wealthbox

    Comments Off on Turning Leads into Growth with SmartAsset and Wealthbox
    Standby

    The webinar is starting soon…

    Turning Leads into Growth with SmartAsset and Wealthbox

    June 15th 2025

    Presented by

    Chris Kopanski

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  4. 5 Featured Workflows for Advisors in Wealthbox

    Comments Off on 5 Featured Workflows for Advisors in Wealthbox
    Standby

    The webinar is starting soon…

    5 Featured Workflows for Advisors in Wealthbox

    June 15th 2025

    Presented by

    Team Wealthbox

    Chris Kopanski & Jenna Ghibaudy

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  5. How Advisors Use TradePMR and Wealthbox for Streamlined Account Management

    Comments Off on How Advisors Use TradePMR and Wealthbox for Streamlined Account Management
    Standby

    The webinar is starting soon…

    How Advisors Use TradePMR and Wealthbox for Streamlined Account Management

    June 15th 2025

    Presented by

    Jenna Ghibaudy

    Senior Product Specialist

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  6. College Reimbursement Strategies with BackNine + Wealthbox

    Comments Off on College Reimbursement Strategies with BackNine + Wealthbox
    Standby

    The webinar is starting soon…

    College Reimbursement Strategies with BackNine + Wealthbox

    June 15th 2025

    Presented by

    Andrew Ladwig

    Director of Business Development

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  7. Designing Workflows That Work for Your Team

    Comments Off on Designing Workflows That Work for Your Team
    Standby

    The webinar is starting soon…

    Designing Workflows That Work for Your Team

    June 15th 2025

    Presented by

    Team Wealthbox

    Chris Kopanski & Jenna Ghibaudy

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  8. Expediting Client Prospecting and Onboarding with Smartdata + Wealthbox

    Comments Off on Expediting Client Prospecting and Onboarding with Smartdata + Wealthbox
    Standby

    The webinar is starting soon…

    Expediting Client Prospecting and Onboarding with Smartdata + Wealthbox

    June 15th 2025

    Presented by

    Andrew Ladwig

    Director of Business Development

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  9. Practical Advisor AI: Current Tools and Future Trends with Jump + Wealthbox

    Comments Off on Practical Advisor AI: Current Tools and Future Trends with Jump + Wealthbox
    Standby

    The webinar is starting soon…

    Practical Advisor AI: Current Tools and Future Trends with Jump + Wealthbox

    June 15th 2025

    Presented by

    Chris Kopanski

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  10. Boost Practice Efficiency with Wealthbox Workflows

    Comments Off on Boost Practice Efficiency with Wealthbox Workflows
    Standby

    The webinar is starting soon…

    Boost Practice Efficiency with Wealthbox Workflows

    June 15th 2025

    Presented by

    Team Wealthbox

    Chris Kopanski & Bobby Howell

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  11. Using Wealthbox to Deliver an Exceptional Client Experience

    Comments Off on Using Wealthbox to Deliver an Exceptional Client Experience
    Standby

    The webinar is starting soon…

    Using Wealthbox to Deliver an Exceptional Client Experience

    June 15th 2025

    Presented by

    Chris Kopanski

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  12. How Advisors Use Turnqey + Wealthbox to Simplify Cryptoasset Management

    Comments Off on How Advisors Use Turnqey + Wealthbox to Simplify Cryptoasset Management
    Standby

    The webinar is starting soon…

    How Advisors Use Turnqey + Wealthbox to Simplify Cryptoasset Management

    June 15th 2025

    Presented by

    Chris Kopanski

    Head of Customer Education

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, March 2025

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo