Wealthbox Benefits

Wealthbox Description

Wealthbox is the #1 rated CRM for financial advisors and integrates with over 100 leading custodial platforms and wealth-tech applications.

Wealthbox Hero

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features.

Wealthbox CRM Discounts, Pricing and Reviews

Wealthbox is beautifully designed CRM for modern financial advisors.

Wealthbox

Membership

Purpose-built for advisors, Wealthbox is CRM you’ll actually enjoy. No training required. Discover why Wealthbox is the best CRM for financial advisors. Everything advisors need connect with clients, prospects and coworkers:<ul><li>Task and Contact Management</li><li>Workflow Templates</li><li>Wealthbox Mail</li><li>Opportunities</li><li>Mobile App</li></ul>