Blog/ Partner Updates

Waddell & Reed Selects Wealthbox CRM for Its Advisors

November 14, 2019

Wealthbox and Waddell & Reed are pleased to announce a partnership to enable Wealthbox CRM for Waddell & Reed Financial advisors.

With a simplified user-experience combined with powerful CRM features, Waddell & Reed advisors can now use Wealthbox online workspaces to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients.

“Waddell & Reed is committed to offering multiple solutions and optional technologies for advisors, allowing them to work in a way that suits their practices.”

—Matthew Reeves, Senior Vice President, Wealth Solutions Group, for Waddell & Reed, Inc.

“As a financial advisor with Waddell & Reed, I’ve seen my productivity skyrocket since switching to Wealthbox CRM.”

—Michael Haman, Partner at 37 Wealth

Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of financial advisors working in nearly 400 offices nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (WDR), which had nearly $70 billion in total assets under management at Sept. 30, 2019.

“We’re delighted to bring Wealthbox to the large community of advisors at Waddell & Reed.”

—Jomin Panicker, Director of Sales at Wealthbox

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo