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Modern CRM for Financial Advisors

Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required.

Wealthbox is the #1 rated CRM for financial advisors

G2 Fall 2023 awards for Wealthbox CRM G2 Fall 2023 awards for Wealthbox CRM

Wealthbox is the #1 rated CRM for financial advisors

Advisors rank Wealthbox the #1 CRM in Wealth-Tech on G2, the leading software review site.

Full-Featured CRM

Everything advisors need to connect with clients, prospects, and coworkers

Contact Management

Organize notes, emails, files, and financial information quickly and easily.
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Wealthbox Mail

Connect your email to Wealthbox in a two-way sync for amazing productivity.
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Opportunities

Build and manage your pipeline by stage in a sleek drag-and-drop interface.
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Workflows

Customize workflows and build templates for business process efficiency.
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Activity Streams

Share client activity updates in a live stream with your team.
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Tasks

Create and assign tasks that link to contact records or financial planning opportunities.
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Calendar

Sync your calendar and create custom individual and group views.
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Reports

Generate and save dynamic CRM reports for better analytical insight.
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Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 150 leading custodial platforms and wealthtech applications.

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