FOR BANKS & CREDIT UNIONS

CRM for bank and credit union wealth teams.

Manage member and client relationships, track referrals from the branch into the wealth program, and document every interaction for supervisory review.
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Trusted by premier advisory firms

Trusted by leading financial firms

The Platform

One CRM. Advisor adoption, institutional control.

Wealthbox gives advisors the flexibility to grow, backed by the security and visibility banks and credit unions require.

Contact Management

Every client. Every interaction. One place.

Keep client information, households, notes, meetings, emails, files, and tasks connected in a complete client record.

  • Contacts, households, and relationships
  • Shared client timelines
  • Everything organized in one place
Activity History

Every review, already documented.

Every note, email, meeting, and task is logged with a timestamp, building a record you can hand to a supervisor without reconstructing it after the fact.

  • Time-stamped interactions
  • Accessible for reviews and audits
  • No manual reconstruction before a supervisory review
    Email & Calendar

    Communication stays connected.

    Sync email and calendars so client conversations and meetings automatically become part of the relationship history.

    • Two-way email synchronization
    • Calendar events linked to client records
    • Less manual data entry
    Permissions & Collaboration

    Support every advisor with the right level of access.

    Flexible permissions make it easy for advisors to collaborate while ensuring access aligns with your institution’s policies.

    • Granular user permissions
    • Branch and team visibility
    • Complete audit history
    Open API & Integrations

    Connect to the systems your institution already relies on.

    Integrate Wealthbox with portfolio management, financial planning, data aggregation, and institutional technology to create a more connected advisor experience.

    • Open REST API
    • 150+ integrations
    • Connect data across your technology ecosystem
    Kim L. Larson, MBA
    “By using Wealthbox’s modern CRM platform, we enhance our operational efficiency, improve communication, and elevate the overall client experience.”

    Kim L. Larson, MBA, Wealth Management Executive Director, Heartland Bank and Trust Company

    From the first branch conversation to a funded relationship.

    Many bank and credit union wealth programs grow from inside the institution. Wealthbox tracks that path from referral to funded account without losing the handoff.
    1. THE REFERRAL

      Branch referrals stop falling through.

      A referral from retail, lending, or a branch manager enters the pipeline as an opportunity with an owner and a due date, so the handoff is seamless.
    2. THE HANDOFF

      Every advisor sees the same history.

      Notes, calls, and emails from the referring branch stay on the client’s record. The advisor shows up already knowing the history.
    3. THE PIPELINE

      Program growth you can actually report on.

      Track opportunities by advisor, branch, or region to see where the wealth program is growing and where referrals are stalling.
    4. OVERSIGHT

      Supervision without a second system.

      Time-stamped activity and granular permissions give program managers and compliance the visibility the institution requires, inside the same CRM advisors use daily.

    150+ Integrations

    Connect to the tools
    your institution already uses.

    Wealthbox integrates with the technology advisors rely on every day, including custodians, portfolio management platforms, financial planning tools, document storage solutions, and more.

    Explore integrations

    Security & Compliance

    Built for the trust your clients place in your institution.

    Security and compliance certifications

    Flexible permissions

    Manage user access with configurable permissions and role-based security.

    Complete audit history

    Every action is logged with a timestamped audit trail that supports compliance, internal reviews, and regulatory examinations.

    Your data remains yours

    Export your data whenever needed. AI features process your data to generate results, never to train public models.

    Compare Wealthbox to other CRMs

    Whether you're choosing your first CRM or replacing one that's become too cumbersome, our comparison guides help you evaluate the options and find the best fit for your practice.

    Wealthbox vs. Salesforce

    Why firms switch from Salesforce to Wealthbox: enterprise controls without the complexity, and adoption that sticks across teams.

    See comparison

    Wealthbox vs. Redtail

    Why firms switch from Redtail to Wealthbox: modern CRM with reliable features that teams prefer.

    See comparison

    Wealthbox vs. AdvisorEngine / Junxure

    Why firms switch from AdvisorEngine to Wealthbox: modern CRM with expanding features and capabilities.

    See comparison

    Questions banks and credit unions ask.

    Yes. Branch, retail, and lending referrals can be entered as opportunities with an assigned owner and stage, then tracked through the pipeline so program managers see referral volume by branch.
    Yes. Credit union wealth teams use Wealthbox to manage member relationships, track referrals from the credit union side, and document every interaction for supervisory review.
    Every note, email, meeting, and task is logged with a timestamp, and permissions can be scoped by branch or team, so a supervisor can review a book without reconstructing it after the fact.
    Yes. An open REST API and more than 150 integrations connect Wealthbox to portfolio management, financial planning, data aggregation, and institutional platforms.
    Yes. The Wealthbox mobile app gives advisors access to member and client records, notes, tasks, events, and workflows between branches, so a conversation on the floor is logged as it happens.

    Upgrade to Wealthbox

    Modernize your wealth management CRM.

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