Number of LPL users on Wealthbox
Stay connected with clients, prospects, and staff – with ease.
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.
Connect your email to Wealthbox in a two-way sync for amazing productivity.
Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Customize workflows and build templates for business process efficiency.
Share client activity updates in a live stream with your team.
Create and assign tasks that link to contact records or financial planning opportunities.
Sync your calendar and create custom individual and group views.
Generate and save dynamic CRM reports for better analytical insight.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
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.
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.
Tortuga Financial
LPL advisor Mike Maynes, Founder of Tortuga Financial, discusses how his team uses Wealthbox.
Charlie Rocco
MONECO Advisors