Wealthbox - Modern CRM for Financial Advisors
Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required.

*Full-Featured CRM*
Wealthbox has everything advisors need to connect with clients, prospects, and coworkers.
- Contact Management: Organize notes, emails, files, and financial information quickly and easily.
- Wealthbox Mail: Connect your email to Wealthbox in a two-way sync for amazing productivity.
- Opportunities: Build and manage your pipeline by stage in a sleek drag-and-drop interface.
- Workflows: Customize workflows and build templates for business process efficiency.
- Activity Streams: Share client activity updates in a live stream with your team.
and more!

Plus, Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Try the #1 CRM for financial advisors and see the difference. Sign up for a free trial today. www.weathbox.com

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