Wealthbox CRM for Shareholders Service Group
Financial Advisors
SSG approved. Beautifully designed. Web-based and secure.
SSG approved. Beautifully designed. Web-based and secure.
Simple to use. Sign up and go. Try it now!
Get the "aha moment" of simplicity in CRM.
Wealthbox is revered for its beautiful interface.
Wealthbox keeps advisors connected with clients, prospects, and staff - with ease.
The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.
“Wealthbox CRM is a great addition to our Advisors Advantage Program. This relationship supports our goal of helping Advisors select and adopt technology solutions that allow them to meet and ultimately exceed the expectations of their clients.”
Choose a plan that suits your advisory practice. Let’s do this.
* Before SSG discount!With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.
Our help-desk team is here for you.
See for yourself why so many advisors easily switch to Wealthbox.
