Archive

1. From Data to Relationships with Bento Engine + Wealthbox

   March 25, 2026 3:32 pm Comments Off on From Data to Relationships with Bento Engine + Wealthbox

   Standby

   The webinar is starting soon…

   From Data to Relationships with Bento Engine + Wealthbox

   May 16th 2026

   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

   

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

2. Turning Time Into Growth with VRGL + Wealthbox

   3:26 pm Comments Off on Turning Time Into Growth with VRGL + Wealthbox

   Standby

   The webinar is starting soon…

   Turning Time Into Growth with VRGL + Wealthbox

   May 16th 2026

   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

   

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

3. Modernizing Estate Planning with Wealth.com + Wealthbox

   3:22 pm Comments Off on Modernizing Estate Planning with Wealth.com + Wealthbox

   Standby

   The webinar is starting soon…

   Modernizing Estate Planning with Wealth.com + Wealthbox

   May 16th 2026

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

4. Estate Planning Through Life’s Milestones (CFP® CE)

   3:15 pm Comments Off on Estate Planning Through Life’s Milestones (CFP® CE)

   Standby

   The webinar is starting soon…

   Estate Planning Through Life’s Milestones (CFP® CE)

   May 16th 2026

   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

   

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

5. Maximizing Efficiency with LPL ClientWorks + Wealthbox

   3:06 pm Comments Off on Maximizing Efficiency with LPL ClientWorks + Wealthbox

   Standby

   The webinar is starting soon…

   Maximizing Efficiency with LPL ClientWorks + Wealthbox

   May 16th 2026

   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

   

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

6. Dynamic Client Discovery with PreciseFP + Wealthbox

   3:04 pm Comments Off on Dynamic Client Discovery with PreciseFP + Wealthbox

   Standby

   The webinar is starting soon…

   Dynamic Client Discovery with PreciseFP + Wealthbox

   May 16th 2026

   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

   

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

7. Understanding Transference in Financial Planning Relationships (CFP® CE)

   2:14 pm Comments Off on Understanding Transference in Financial Planning Relationships (CFP® CE)

   Standby

   The webinar is starting soon…

   Understanding Transference in Financial Planning Relationships (CFP® CE)

   May 16th 2026

   Presented by

   

   Erin Bickford

   VP of Marketing

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

8. New AI Notetaker Enhancements in Wealthbox

   1:43 pm Comments Off on New AI Notetaker Enhancements in Wealthbox

   Standby

   The webinar is starting soon…

   New AI Notetaker Enhancements in Wealthbox

   May 16th 2026

   Presented by

   

   Team Wealthbox

   Steve Carroll & Chris Kopanski

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

9. How Advisors Use Signal Advisors + Wealthbox to Streamline Insurance Planning and Case Management

   March 23, 2026 1:15 pm Comments Off on How Advisors Use Signal Advisors + Wealthbox to Streamline Insurance Planning and Case Management

   Standby

   The webinar is starting soon…

   How Advisors Use Signal Advisors + Wealthbox to Streamline Insurance Planning and Case Management

   May 16th 2026

   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

   670 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 eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

10. Inside the Wealthbox Enterprise Workspace for IAA Firms

    March 4, 2026 3:56 pm Comments Off on Inside the Wealthbox Enterprise Workspace for IAA Firms

    Standby

    The webinar is starting soon…

    Inside the Wealthbox Enterprise Workspace for IAA Firms

    May 16th 2026

    Presented by

    

    Jy Corbett

    Account Executive

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

11. How Wealthbox Supports Scalable Growth for IAA Advisors

    3:45 pm Comments Off on How Wealthbox Supports Scalable Growth for IAA Advisors

    Standby

    The webinar is starting soon…

    How Wealthbox Supports Scalable Growth for IAA Advisors

    May 16th 2026

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

12. 7 Essential IRA Planning Strategies for 2026

    March 2, 2026 3:47 pm Comments Off on 7 Essential IRA Planning Strategies for 2026

    Standby

    The webinar is starting soon…

    7 Essential IRA Planning Strategies for 2026

    May 16th 2026

    Presented by

    

    Erin Bickford

    VP of Marketing

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

13. From Data to Decisions with Simplicity Ops + Wealthbox

    3:43 pm Comments Off on From Data to Decisions with Simplicity Ops + Wealthbox

    Standby

    The webinar is starting soon…

    From Data to Decisions with Simplicity Ops + Wealthbox

    May 16th 2026

    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

    

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

14. Building Scalable Advisory Operations with Wealthbox and Stephanie Dannebaum

    3:38 pm Comments Off on Building Scalable Advisory Operations with Wealthbox and Stephanie Dannebaum

    Standby

    The webinar is starting soon…

    Building Scalable Advisory Operations with Wealthbox and Stephanie Dannebaum

    May 16th 2026

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

15. Streamline Your Holistic Practice: Maximizing Client Value with Wealthbox

    3:31 pm Comments Off on Streamline Your Holistic Practice: Maximizing Client Value with Wealthbox

    Standby

    The webinar is starting soon…

    Streamline Your Holistic Practice: Maximizing Client Value with Wealthbox

    May 16th 2026

    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

    

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

16. Scaling Personalized Client Service

    3:30 pm Comments Off on Scaling Personalized Client Service

    Standby

    The webinar is starting soon…

    Scaling Personalized Client Service

    May 16th 2026

    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

    

    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

    670 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 eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025