Wealthbox for
Banks and Credit Unions
Collaborate with your team to manage your clients.
Discover why Wealthbox is the best CRM for Banks and Credit Unions.
Trusted by Premier Advisory Firms
Features for the Modern Financial Advisor
Wealthbox has all the tools banks and credit unions need in a CRM.
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
Modern CRM integrated with advanced reporting and data solutions.
How It Works
BNY Mellon’s Wove platform is relied on by many banks and credit unions for its ability to aggregate multi-custodial, insurance, and direct-to-fund data from hundreds of sources. The Wealthbox integration brings that consolidated view directly into your CRM allowing advisors a holistic view of each client’s assets.
Connect seamlessly with the tools you love
Wealthbox integrates with over 100 leading custodial platforms and wealth-tech 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 CRM technology, trusted by banks and credit unions.
Secure and Trusted
Regardless of the size of a bank or credit union, proper data security internally and for any outside vendors is vitally important. 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.
Workflow Templates
Create customized templates for automated workflows and optimize your business process efficiency.
Wealthbox Mail
Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.
Pipeline Management
Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Switching to the #1 CRM for 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.
