Wealthbox for Trust Companies
Enhance operational efficiency and elevate your client experience.
Discover why Wealthbox is the best CRM for trust companies.
Trusted by Premier Financial Services Firms
Features for the Modern Financial Advisor
Wealthbox has all the features trust companies 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
Discover the Power of Wealthbox
Proven CRM technology, trusted by financial service 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.
Task and Contact Management
Create and assign tasks that link to contact records, households, or opportunities. Share client activity updates and task progress in a live stream to keep your entire team up-to-date.
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.
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 app provides 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.
“By using Wealthbox’s modern CRM platform, we enhance our operational efficiency, improve communication, and elevate the overall client experience.”
Kim Larson
SVP – Wealth Management Director
at Heartland Bank
Modern CRM integrated with an advanced wealth platform for great client experiences.
How It Works
The Wealthbox + Black Diamond integration streamlines daily operations, allowing advisors to receive client information and view account summaries, holdings, and transactions from Black Diamond’s reconciled accounts – all from the client’s Contact Record in Wealthbox.
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.
“Wealthbox’s platform, tailored for large firms like ours, aligns with our commitment to innovation and efficiency.”
Eulalie Paris
SVP Operations, Partnerships & Client Experience
at NHTrust
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 trust firms easily switch to Wealthbox.
Full access. No credit card needed.
