Archive

1. Are Inefficient Processes Costing Your Firm?

   June 27, 2024 1:07 pm Comments Off on Are Inefficient Processes Costing Your Firm?

   Standby

   The webinar is starting soon…

   Are Inefficient Processes Costing Your Firm?

   September 19th 2025

   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 ranked #1 for user engagement at integrated custodians like Schwab

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

2. Introducing Customizable Homepages in Wealthbox

   12:57 pm Comments Off on Introducing Customizable Homepages in Wealthbox

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   The webinar is starting soon…

   Introducing Customizable Homepages in Wealthbox

   September 19th 2025

   Presented by

   

   Steve Carrol & Chris Kopanski

   Team Wealthbox

   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

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

3. CRM and Estate Planning with Wealthbox + Wealth.com

   12:39 pm Comments Off on CRM and Estate Planning with Wealthbox + Wealth.com

   Standby

   The webinar is starting soon…

   CRM and Estate Planning with Wealthbox + Wealth.com

   September 19th 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

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

4. Strategic Automation and CRM in Financial Services with Wealthbox + Sphynx Automation

   June 25, 2024 12:23 pm Comments Off on Strategic Automation and CRM in Financial Services with Wealthbox + Sphynx Automation

   Standby

   The webinar is starting soon…

   Strategic Automation and CRM in Financial Services with Wealthbox + Sphynx Automation

   September 19th 2025

   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 ranked #1 for user engagement at integrated custodians like Schwab

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

5. Streamlining Client Collaboration with Wealthbox + Knudge

   12:00 pm Comments Off on Streamlining Client Collaboration with Wealthbox + Knudge

   Standby

   The webinar is starting soon…

   Streamlining Client Collaboration with Wealthbox + Knudge

   September 19th 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

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

6. How Advisors Use Wealthbox + Smartdata to Enhance Prospect Efficiency

   June 24, 2024 12:45 pm Comments Off on How Advisors Use Wealthbox + Smartdata to Enhance Prospect Efficiency

   Standby

   The webinar is starting soon…

   How Advisors Use Wealthbox + Smartdata to Enhance Prospect Efficiency

   September 19th 2025

   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 ranked #1 for user engagement at integrated custodians like Schwab

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

7. How to Successfully Prepare for a Compliance Audit

   June 13, 2024 1:44 pm Comments Off on How to Successfully Prepare for a Compliance Audit

   Standby

   The webinar is starting soon…

   How to Successfully Prepare for a Compliance Audit

   September 19th 2025

   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 ranked #1 for user engagement at integrated custodians like Schwab

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

8. Supercharge Marketing Strategies to Skyrocket Advisory Firm Growth

   12:41 pm Comments Off on Supercharge Marketing Strategies to Skyrocket Advisory Firm Growth

   Standby

   The webinar is starting soon…

   Supercharge Marketing Strategies to Skyrocket Advisory Firm Growth

   September 19th 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

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

9. Why LPL Advisors Love Wealthbox + ClientWorks

   June 3, 2024 1:36 pm Comments Off on Why LPL Advisors Love Wealthbox + ClientWorks

   Standby

   The webinar is starting soon…

   Why LPL Advisors Love Wealthbox + ClientWorks

   September 19th 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

   

   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.”

   

   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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   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

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 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.”

   

10. Workflow Webinar: Expedite Account Openings with Altruist + Wealthbox

    1:32 pm Comments Off on Workflow Webinar: Expedite Account Openings with Altruist + Wealthbox

    Standby

    The webinar is starting soon…

    Workflow Webinar: Expedite Account Openings with Altruist + Wealthbox

    September 19th 2025

    Presented by

    

    Jenna Ghibuady

    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

    

    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.”

    

    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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    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

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 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.”

    

11. 4 Easy Steps for Implementing Human-First Client Discovery

    12:45 pm Comments Off on 4 Easy Steps for Implementing Human-First Client Discovery

    Standby

    The webinar is starting soon…

    4 Easy Steps for Implementing Human-First Client Discovery

    September 19th 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

    

    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.”

    

    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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    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

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 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.”

    

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

    May 23, 2024 11:13 am Comments Off on How Advisors Rapidly Increase their Organic Growth Rate During M&A

    Standby

    The webinar is starting soon…

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

    September 19th 2025

    Presented by

    

    Jy Corbett

    Managing Director

    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

    

    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.”

    

    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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    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

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 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.”