Wealthbox for Family Offices
Collaborate with your team to manage your firm’s clients.
Discover why Wealthbox is the best CRM for family offices and multi-family offices.
Trusted by premier advisory firms
Features for the Modern Financial Advisor
Wealthbox has all the tools family offices 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 portfolio data, analytics, and performance reporting. It’s all here!
How It Works
Addepar’s ability to aggregate portfolio data, analytics, and reporting have made it a valued piece of many family office tech-stacks. The Wealthbox integration with Addepar brings that value directly into your CRM. View summarized details of an Addepar client’s portfolio in their Wealthbox contact record and click to view that client in the Addepar platform for further analysis.
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 family offices.
Pipeline Management
Build and manage your pipeline by stage in a sleek drag-and-drop interface. With a modern “kanban” style interface to view progress, you can better manage opportunities to grow your book of business.
Workflow Templates
Create customized templates for automated workflows and publish them to each CRM workspace for standardized practices across offices.
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.
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.
Highest-Rated Mobile App
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app and the same simple, intuitive interface. With access to integrations including Addepar (and more!) along with features such as voice dictation tools to take notes while you’re on-the-go – the Wealthbox Mobile apps allow you to have all of the core CRM functionality right in your pocket.
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.
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