What is Wealthbox?

Wealthbox is a leading CRM software application that assists financial advisors with client management and team collaboration. Wealthbox's modern product design, which is integrated with custodial platforms and complementary wealth-tech products, provides simplicity in the user experience while combining powerful CRM features. Wealthbox is used by wealth management firms, advisor networks, and broker-dealers to help them serve clients, streamline operations, and grow their businesses.

It includes a mail module that enables businesses to establish two-way data sync by integrating with various mail clients such as Microsoft Outlook, Microsoft Exchange, Yahoo!, and others. Wealthbox's main features include a calendar, contact management, reporting, workflow automation, and search. It provides mobile apps for Android and iOS devices, allowing employees to manage notes, schedule meetings, find contacts, and track office activity while on the go.

Furthermore, it enables sales representatives to centralize contacts, manage social profiles, and connect with clients via a click-to-call feature. Wealthbox integrates with various compliance management, scheduling, marketing, payment processing, voice dictation, and other applications. Monthly and annual subscriptions are available.