Wealth Management CRM

Transfer from Outlook or CSV file with ease.

(And if you’re using Outlook as a CRM, today is your lucky day! Wealthbox is here.)

Wealthbox Mobile App and Desktop App

Wealthbox just works.

Simple CRM

Highly intuitive. Start immediately.

Stunning Design

Slick interface, clean design.

Fast Migration

Import and export your data with ease.

Switch to Simplicity

"Wealthbox is the best CRM ever. I’m glad I switched.”

Alex Chalekian, Lake Avenue Financial

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”

Let's do this. Easily migrate to Wealthbox.

Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.

Need help importing your data?

Amber and her help-desk team are here for you.

Request a migration →

See the Wealthbox difference.

Full-featured 14-day trial. No credit card required.