Switch to Wealthbox

10 Questions Advisors Ask Before the
Easy Switch to Wealthbox

Try Wealthbox FREE in April and receive up to a $50 credit when you subscribe.

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Save money: Just enter promo code APRIL50 when you subscribe!

I know that April showers bring May flowers,
but why should I switch?

Switch to Wealthbox because of the simplicity, power, and beauty of this modern CRM software. The intuitive and delightful user experience makes it the best CRM solution
for thousands of financial advisors at firms large and small. Wealthbox is CRM you’ll actually enjoy.

Wealthbox Simple Icon


Wealthbox Beautiful Icon


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How do I try Wealthbox for free before I consider switching my CRM?

Sign up for a free trial and explore the features of Wealthbox in a self-guided tour. We can also talk on the phone, do a one-on-one demo, and migrate your CRM data. Anything, just ask! It’s all free and easy to do.

Wealthbox 30 Day Free Trial

Can I get help from a real person?

Absolutely! When you sign up to try Wealthbox, one of our customer success managers is assigned to your account to answer questions, schedule a demo, and provide assistance when transferring files from CRMs like Salesforce, Microsoft Dynamics, Redtail, Junxure, and others. When you need help, we’re always here.

Amber, Team Wealthbox

Will it be easy to transfer my CRM data?

Totally. Migrating your data from any CRM system is an easy and secure process. A Wealthbox onboarding specialist will help you with any phone support, data mapping, and CRM file clean-up you might need. It’s free and easy!

Switch from Salesforce, Redtail or Junxure to Wealthbox

Will Wealthbox be easy to use?

Definitely. Ease of use for financial advisors is what Wealthbox is all about. The modern, intuitive interface allows you to start using Wealthbox immediately. No training required! Fewer clicks to do everyday actions saves you time. Powerful integrations keep everything in one place. It’s so simple, you can just sign up and go!

Wealtbox, The Official CRM of Simplicity

What makes the Wealthbox
“Mail” feature so great?

With Wealthbox Mail your email address syncs to Wealthbox to send and receive messages, create tasks from emails, add new contacts in one click, create templates, track open and click-through rates, and more. Advisors love Wealthbox Mail. It works with all email systems. It’s so sleek. And super productive.

Wealtbox, The Official CRM of Simplicity

How does Wealthbox protect
sensitive information?

We apply bank-level security encryption technologies and advanced protection practices at every layer from physical to application and isolate customer applications and data. Our product is even GDPR compliant to further safeguard your data. And Wealthbox is hosted on Amazon Web Services to provide world-class security and uptime performance.

Wealtbox Lock

How much is Wealthbox?

Pay monthly or subscribe to our popular annual plan: Wealthbox is $35 per month/user for the Basic plan and $49 per month/user for the Pro plan when paying annually
with integrated email syncing and extra power-user features. Enterprise pricing is
also available.

Wealtbox Pricing Table

Will I be happy I switched?

Yes! Advisors love Wealthbox. So many tell us about their “aha moment” of delight in discovering a CRM that’s as powerful as it is simple to use. Join the thousands of
happy advisors who’ve made the switch to Wealthbox. It’s never been easier, and we’re here to help.

Advisors love Wealthbox!

Ok, let’s grow! What next?

Start a free 30-day trial. If you subscribe to Wealthbox at the end of your trial, enter promo code APRIL50 and you'll receive up to a $50 credit.*

*Receive up to a $50 credit, not to exceed the total cost of a monthly subscription on your first month’s payment. $39 credit applied to Basic plans; $50 credit applied to Pro and Premier plans.