Wealthbox, the highest-rated CRM software for financial advisors, today issued a press release announcing an enterprise CRM agreement with IFG Advisory, an Atlanta-based financial services firm supporting independent financial advisors across multiple states. With this agreement, 81 users will gain access to Wealthbox to improve client management and streamline workflows.

This partnership highlights Wealthbox’s commitment to serving large advisory firms with tailored CRM solutions. By providing an intuitive platform equipped with advanced features, Wealthbox enables firms like IFG Advisory to enhance collaboration among their advisor networks, centralize client data, and foster growth through efficient operations. The implementation underscores how enterprise agreements with Wealthbox can transform the way firms manage advisor-client relationships at scale.

Land Bridgers, CEO at Integrated Financial Group

“The overwhelming enthusiasm and positive feedback from IFG’s independent financial planners about Wealthbox made the decision to partner with Wealthbox an easy one,” said Land Bridgers, CEO at Integrated Financial Group. “Our enterprise agreement allows IFG to bring efficiencies and first-class service to our advisor teams as they implement Wealthbox across our ecosystem. The ability to share best practices and workflows across our network will benefit our advisor teams and ultimately their clients. I commend Wealthbox for their communications with us and ease of implementing their CRM platform for both IFG and our advisor teams.”

John Rourke, CEO at Wealthbox

“We are thrilled to partner with IFG Advisory to bring the benefits of Wealthbox to their advisors nationwide,” said John Rourke, CEO at Wealthbox. “Wealthbox’s user-friendly design, coupled with powerful features and integrations, will enable IFG advisors to deliver exceptional service to their clients while optimizing their workflows.”