FOR INDEPENDENT ADVISORS

A better way to run your practice.

The modern CRM that helps you manage client relationships, streamline your practice, and grow with confidence.
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Trusted by independent advisors nationwide

Trusted by leading financial firms

The Platform

Built for the way independent advisors work.

Wealthbox gives you the CRM, workflows, and automation to stay organized, serve clients consistently, and spend more time advising.

Contact Management

Every client. Every
conversation. One place.

See client relationships, notes, emails, meetings, files, and activity in a single timeline, so you always know where things stand.

  • Contacts, households, and relationships in one place
  • Shared timeline for notes, emails, meetings, and files
  • Client information that’s always easy to find
Workflows

Build your process once.
Repeat it every time.

Create repeatable workflows for onboarding, annual reviews, service requests, and more.

  • Standardize recurring client processes
  • Automatically assign and track tasks
  • Keep work moving, even during busy seasons
Email & Calendar

Your communication
stays connected.

Sync your email and calendar so meetings, emails, and appointments automatically become part of the client record.

  • Two-way email synchronization
  • Calendar events linked to client records
  • Less manual data entry after every interaction
    Mobile

    Your practice doesn’t
    stop at your desk.

    Access Wealthbox from anywhere with fully featured mobile apps for iPhone and Android.

    • Full-featured mobile experience
    • Manage clients, tasks, and notes on the go
    • Stay connected between meetings
    Opportunity Management

    Know what’s next for every prospect.

    Track prospects through every stage of your sales pipeline with an intuitive drag-and-drop board.

    • Visual pipeline management
    • Track every opportunity by stage
    • Focus on the deals that need attention

    Security & Compliance

    Built for the trust your clients place in you.

    Security and compliance certifications

    Secure access for your team

    Control who can view, edit, or manage information with flexible user permissions and role-based access.

    Complete audit history

    Every action is logged with a complete audit trail to support compliance reviews and internal recordkeeping.

    Your data belongs to you

    Export your data at any time. AI features use your information to generate results, never to train public models.

    150+ Integrations

    Connect to the tools
    you already use.

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

    Explore integrations

    Compare Wealthbox to other CRMs

    See how Wealthbox stacks up across features, integrations, and AI.

    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

    FOR INDEPENDENT ADVISORS

    Spend more time advising. Less time managing your CRM.

    Book a Demo