Archive

1. Best Practices for Automating Your Annual Reviews with GReminders + Wealthbox

   August 22, 2024 3:23 pm Comments Off on Best Practices for Automating Your Annual Reviews with GReminders + Wealthbox

   Standby

   The webinar is starting soon…

   Best Practices for Automating Your Annual Reviews with GReminders + Wealthbox

   January 15th 2025

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

2. How Switching to Wealthbox is Insanely Easy – and Fast!

   August 19, 2024 4:33 pm Comments Off on How Switching to Wealthbox is Insanely Easy – and Fast!

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   The webinar is starting soon…

   How Switching to Wealthbox is Insanely Easy – and Fast!

   January 15th 2025

   

   Presented by

   Chris Kopanski & Amber Foreman

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

3. How Advisors Use Wealthbox + Fynancial for Enhanced Client Engagement

   August 14, 2024 1:42 pm Comments Off on How Advisors Use Wealthbox + Fynancial for Enhanced Client Engagement

   Standby

   The webinar is starting soon…

   How Advisors Use Wealthbox + Fynancial for Enhanced Client Engagement

   January 15th 2025

   Presented by

   

   Chris Kopanski

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

4. Client Retention with FMG + Wealthbox

   August 13, 2024 12:39 pm Comments Off on Client Retention with FMG + Wealthbox

   Standby

   The webinar is starting soon…

   Client Retention with FMG + Wealthbox

   January 15th 2025

   Presented by

   

   Chris Kopanski

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

5. The Time-Savings Efficiency of Jump AI Meeting Assistant + Wealthbox CRM

   August 6, 2024 11:56 am Comments Off on The Time-Savings Efficiency of Jump AI Meeting Assistant + Wealthbox CRM

   Standby

   The webinar is starting soon…

   The Time-Savings Efficiency of Jump AI Meeting Assistant + Wealthbox CRM

   January 15th 2025

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

6. Best Practices For Successfully Becoming A Breakaway Advisor

   11:15 am Comments Off on Best Practices For Successfully Becoming A Breakaway Advisor

   Standby

   The webinar is starting soon…

   Best Practices For Successfully Becoming A Breakaway Advisor

   January 15th 2025

   Presented by

   

   Chris Kopanski

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

7. How Advisors Use Wealthbox + WealthFeed to Prospect

   August 5, 2024 1:27 pm Comments Off on How Advisors Use Wealthbox + WealthFeed to Prospect

   Standby

   The webinar is starting soon…

   How Advisors Use Wealthbox + WealthFeed to Prospect

   January 15th 2025

   Presented by

   

   Chris Kopanski

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

8. How Advisors Use Wealthbox + Forms Logic to Simplify their Meeting Processes

   July 31, 2024 3:02 pm Comments Off on How Advisors Use Wealthbox + Forms Logic to Simplify their Meeting Processes

   Standby

   The webinar is starting soon…

   How Advisors Use Wealthbox + Forms Logic to Simplify their Meeting Processes

   January 15th 2025

   Presented by

   

   Andrew Ladwig

   Director of Business Development

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

9. How Advisors Use Wealthbox + Zocks for AI-Powered Efficiency 

   July 23, 2024 1:26 pm Comments Off on How Advisors Use Wealthbox + Zocks for AI-Powered Efficiency 

   Standby

   The webinar is starting soon…

   How Advisors Use Wealthbox + Zocks for AI-Powered Efficiency 

   January 15th 2025

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   Software Ratings

   Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

   

   Software Ratings

   Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

   

   Advisor Review

   

   “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

   Advisor Review

   

   “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

   Advisor Review

   

   “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

   

   Charlie Rocco

   MONECO Advisors

   Market Research

   

   Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

   Source: Kitces AdvisorTech Report, August 2023

   

   Market Research

   “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

   Source: T3 / Inside Information Survey, January 2024

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2023

   Fun Factoid

   Time is Money…

   In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

   

   Fun Factoid

   Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

   

10. See Why Advisors Love Wealthbox CRM

    12:16 pm Comments Off on See Why Advisors Love Wealthbox CRM

    Standby

    The webinar is starting soon…

    See Why Advisors Love Wealthbox CRM

    January 15th 2025

    Presented by

    

    Chris Kopanski

    Senior Product Specialist

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “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

    Advisor Review

    

    “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

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2023

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    

11. See Why Advisors Love Wealthbox CRM

    12:02 pm Comments Off on See Why Advisors Love Wealthbox CRM

    Standby

    The webinar is starting soon…

    See Why Advisors Love Wealthbox CRM

    January 15th 2025

    Presented by

    

    Chris Kopanski

    Senior Product Specialist

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “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

    Advisor Review

    

    “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

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2023

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    

12. How Advisors Use Wealthbox + WEALTHAWK for Prospecting

    June 27, 2024 2:29 pm Comments Off on How Advisors Use Wealthbox + WEALTHAWK for Prospecting

    Standby

    The webinar is starting soon…

    How Advisors Use Wealthbox + WEALTHAWK for Prospecting

    January 15th 2025

    Presented by

    

    Jenna Ghibaudy

    Senior Product Specialist

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    

    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    

    Advisor Review

    

    “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

    Advisor Review

    

    “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

    Advisor Review

    

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    

    Charlie Rocco

    MONECO Advisors

    Market Research

    

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    

    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2023

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    

    Fun Factoid

    Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”