Wealthbox for LPL Advisors
ClientWorks-integrated. Powerful yet simple to use. #1-Rated CRM for advisors.
Trusted by LPL Advisory Firms
Number of LPL users on Wealthbox
Discover the power of Wealthbox
Stay connected with clients, prospects, and staff – with ease.
Purpose-Built for Financial Advisors
Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows advisors to get work done with ease.
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.
Tasks
Create and assign tasks that link to contact records or financial planning opportunities.
Calendar
Sync your calendar and create custom individual and group views.
Reports
Generate and save dynamic CRM reports for better analytical insight.
Highest-Rated Mobile App
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
Wealthbox and ClientWorks are integrated for streamlined efficiency.
How It Works
The integration with LPL ClientWorks features powerful two-way sync, ensuring that client account information and demographic data remain accurate and up-to-date across both platforms. Advisors can rely on instant updates—any changes made in ClientWorks or Wealthbox, such as phone numbers or addresses, will automatically reflect in both systems, eliminating duplicate entry and streamlining workflows.
Connect seamlessly with the tools you love
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Tortuga Financial
Happy LPL Switcher
LPL-affiliated firm Tortuga Financial switched from Redtail to Wealthbox. They couldn’t be happier. Wealthbox is “actually fun to use.” Watch now.
LPL advisor Mike Maynes, Founder of Tortuga Financial, discusses how his team uses Wealthbox.
Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.
Charlie Rocco
MONECO Advisors
Switching to the #1 CRM
for LPL advisors is easy
Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!
Upgrade to Wealthbox
Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.
Full access. No credit card needed.
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealthtech CRMs by G2, the leading software review site.
