Wealthbox Enterprise
Collaborate with your team to manage your firm’s clients.
Discover why Wealthbox is the best CRM for large wealth management firms.
Trusted by premier advisory firms
Features for the Modern Financial Advisor
Wealthbox has all the features large wealth management firms need to operate effectively and compliantly.
Contact Management
Activity Streams
Calendar Events
File Storage
Two-Way Email Sync
System Reporting
Desktop & Mobile Apps
Enterprise Ready
Task Management
Automated Workflows
Opportunity Tracking
Visibility Permissions
Portfolio Integrations
Advanced Security
Account Administration
SOC 2 Certified
“When we switched, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”
Jack McCormack
Managing Director at Sanctuary Wealth
500 users on Wealthbox
Modern CRM integrated with the leading independent custodian to streamline operations.
How It Works
Schwab Advisor Services is trusted by thousands of RIA firms to help them manage their business and combined with Wealthbox’s best-in-class proprietary tools advisors can streamline routine tasks and focus on serving their clients. The Wealthbox integration provides advisors with Schwab account details, positions and transactions plus Single-Sign-On (SSO) with Schwab Advisor Center – all within their associated Wealthbox contact record.
Connect seamlessly with the tools you love
Wealthbox integrates with over 150 leading custodial platforms and wealthtech applications.
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.
Discover the power of Wealthbox
Proven enterprise CRM technology, trusted by enterprise firms.
Multiple Workspaces
Switch between different firms’ workspaces, providing flexible data management for centralized offices. Monitor remote team activity from the office and collaborate with advisor teams and staff.
Workflow Templates
From the home office to share with field offices, administrators can create customized templates for automated workflows and publish them to each CRM workspace for standardized practices.
Wealthbox API
Wealthbox offers enterprise firms a fully documented API and customized endpoint options to amplify the services of their advisor platform.
On-Premise Exchange Sync
Wealthbox supports connecting mail and calendar sync behind VPNs and firewalls via NTLM or Basic Authentication using a static set of IP addresses.
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. Notes, tasks, events, advanced workflows and even custodial integrations – all the power of CRM in your pocket.
Enterprise SSO
Single-Sign-On to Wealthbox from your identity provider software (such as Okta or OneLogin) or proprietary employee portal via SAML 2.0. Fully supported on web and mobile.
Automatic Backups
Wealthbox Enterprise provides full account backup and back-office reports delivered nightly to your SFTP destination for every workspace in your organization.
Secure and Trusted
Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards, and array of extra security features to protect advisors and user data.
Enterprise Support
Get access to ongoing support from the Customer Success team and a dedicated Relationship Manager, along with video tutorials and a Q&A knowledge base.
The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.
Rachel Daniels
Avidian Wealth Solutions
70 users on Wealthbox, $4B AUM
Switching to the #1 CRM for advisors is easy
Wealthbox Enterprise customers have access to ongoing support from the Customer Success team. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way to ensure client contacts, previous activities, custom fields, and processes are seamlessly transitioned into Wealthbox.
What advisors say…
“We were blown away by the level of migration support that the Wealthbox team extended to us when we switched.”
Catherine Chaney Bowman
DMK Advisor Group
“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”
Charesse Spiller
Fintech Consultant at Level Best
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