Wealthbox just works.
Simple CRM
Highly intuitive. Start immediately.
Stunning Design
Slick interface, clean design.
Fast Migration
Import and export your data with ease.
(And if you’re using Outlook as a CRM, today is your lucky day! Wealthbox is here.)
Highly intuitive. Start immediately.
Slick interface, clean design.
Import and export your data with ease.
"Wealthbox is the best CRM ever. I’m glad I switched.”
“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.”
Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.
Full-featured 14-day trial. No credit card required.