Archive

  1. How Advisors Rapidly Increase their Organic Growth Rate During M&A

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    The webinar is starting soon…

    How Advisors Rapidly Increase their Organic Growth Rate During M&A

    May 27th 2024

    Presented by

    Jy Corbett

    Managing Director

    Software Ratings

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

    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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Dr. Meghaan Lurtz: 17 Follow-Up Questions to Enrich Client Conversations (CFP® CE)

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    The webinar is starting soon…

    Dr. Meghaan Lurtz: 17 Follow-Up Questions to Enrich Client Conversations (CFP® CE)

    May 27th 2024

    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 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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Strategies to Help Mitigate the Impact of Taxes on Clients and Heirs (CFP® CE)

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    The webinar is starting soon…

    Strategies to Help Mitigate the Impact of Taxes on Clients and Heirs (CFP® CE)

    May 27th 2024

    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 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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Ask Me Anything -
featuring Michael Kitces

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featuring Michael Kitces
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    The webinar is starting soon…

    Ask Me Anything -
featuring Michael Kitces

    May 27th 2024

    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 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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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 Switching to Wealthbox is Insanely Easy – and Fast!

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    The webinar is starting soon…

    How Switching to Wealthbox is Insanely Easy – and Fast!

    May 27th 2024

    Presented By:

    Jomin Bishop & Amber Foreman

    Software Ratings

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

    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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Jim Hall

    Comments Off on Jim Hall
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    May 27th 2024

    Presented by

    Jim Hall

    Account Executive

    Software Ratings

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

    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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. How Advisors Use Wealthbox + FinMate AI for Efficient Note-Taking

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    The event is starting soon…

    How Advisors Use Wealthbox + FinMate AI for Efficient Note-Taking

    May 27th 2024

    Presented by

    Chris Kopanski

    Senior Product Specialist

    Software Ratings

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

    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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Estate Planning Themes for 2024 – featuring Jeff Levine (CFP® CE)

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    Standby

    The event is starting soon…

    Estate Planning Themes for 2024 – featuring Jeff Levine (CFP® CE)

    May 27th 2024

    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 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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Streamlining Advisor Transitions for Success with Wealthbox + Docupace

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    The event is starting soon…

    Streamlining Advisor Transitions for Success with Wealthbox + Docupace

    May 27th 2024

    Presented by

    Chris Kopanski

    Senior Product Specialist

    Software Ratings

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

    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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. Workflow Webinar: Streamline Insurance Selection with BackNine

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    Standby

    The event is starting soon…

    Workflow Webinar: Streamline Insurance Selection with BackNine

    May 27th 2024

    Presented by

    Chris Kopanski

    Senior Product Specialist

    Software Ratings

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

    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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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. How Advisors Use Wealthbox + Jump for AI-based Meeting Notes

    Comments Off on How Advisors Use Wealthbox + Jump for AI-based Meeting Notes
    Standby

    The event is starting soon…

    How Advisors Use Wealthbox + Jump for AI-based Meeting Notes

    May 27th 2024

    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 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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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 Wealthbox + Andes for Enhanced Client Servicing

    Comments Off on How Advisors Use Wealthbox + Andes for Enhanced Client Servicing
    Standby

    The event is starting soon…

    How Advisors Use Wealthbox + Andes for Enhanced Client Servicing

    May 27th 2024

    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 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

    425 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, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2023

    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 135 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