The webinar is starting soon…
Why LPL Advisors Love Wealthbox + ClientWorks
September 19th 2024
Presented by
Chris Kopanski
Senior Product Specialist
Wealthbox is rated the #1 CRM for RIAs on G2.com reviews
Wealthbox is rated the #1 CRM for RIAs on G2.com reviews
“When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”
Jack McCormack
Managing Director at Sanctuary Wealth
425 users on Wealthbox
“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”
Charlie Rocco
MONECO Advisors
Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”
Source: Kitces AdvisorTech Report, August 2023
“Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”
Source: T3 / Inside Information Survey, January 2024
Wealthbox is the fastest-growing CRM platform in the market
Source: T3 / Inside Information Survey, March 2023
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!
Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.
“Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”
“By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”
Sumeer Kapila
VP of Product Management
LPL Financial