Wealthbox, the highest-rated CRM software for financial advisors, today issued a press release announcing a new enterprise CRM agreement with Steward Partners, an independent wealth management firm managing over $38 billion in assets. Steward Partners will initially implement Wealthbox across a network of 60 users, with a vision to expand its use to the full network of 500 users. This partnership highlights Wealthbox’s commitment to providing tailored solutions that enhance client service and operational efficiency for financial advisory firms.

Steward Partners selected Wealthbox for several reasons, including the CRM’s multi-workspace configuration that offers the flexibility to manage multiple advisor teams as an RIA acquirer. Additionally, Wealthbox’s enterprise user management capabilities will streamline operations and enable Steward Partners’ home office to efficiently oversee user management across the organization.

Hy Saporta, President, COO, and Co-Founder at Steward Partners

“By partnering with Wealthbox, we are taking an important step towards optimizing our advisor teams’ workflow and client interactions,” said Hy Saporta, President, COO, and Co-Founder at Steward Partners. “Wealthbox’s powerful features will enable our advisors to provide personalized service to our clients, ultimately driving our growth as a firm.”

John Rourke, CEO and Co-Founder at Wealthbox

“We are thrilled to partner with Steward Partners to enhance their operations and support their advisors with our advanced CRM platform,” said John Rourke, CEO and Co-Founder at Wealthbox. “This agreement underscores our commitment to delivering innovative technology solutions that drive growth and efficiency in the wealth management sector.”