Wealthbox
CRM built for financial advisors and wealth management teams
About Wealthbox
Wealthbox is a modern CRM designed specifically for financial advisors, RIAs, and wealth management firms. It combines contact and household management, an activity stream, tasks, workflows, opportunities, and calendar tools in a clean, collaborative interface. Advisors can link family members and related entities into households, map relationships across generations, and keep a shared record of every client interaction. Wealthbox integrates with leading custodians, portfolio management, financial planning, and email platforms, making it a hub for the advisor tech stack.
Pros & Cons
Pros
- Purpose-built for financial advisors
- Clean, intuitive interface with low learning curve
- Strong household and relationship linking
- Deep integrations with custodians and planning tools
Cons
- Fewer deep customization options than Salesforce-based platforms
- Advanced features require higher tiers
- Reporting is lighter than enterprise CRMs
Key Features
Household and family relationship linking
Group family members and related entities into households to track wealth across generations
Activity stream for client interactions
A shared timeline of every note, call, email, and meeting for each client
Workflows and task automation
Standardize recurring advisor processes like onboarding and annual reviews
Opportunities pipeline
Track prospects and new-business opportunities through custom stages
Custodian and portfolio integrations
Connect to leading custodians and portfolio management platforms
Financial planning integrations
Sync with planning tools to keep client data consistent across the stack
Email sync (Wealthbox Mail)
Two-way email integration that logs correspondence to client records
Mobile apps for iOS and Android
Access client records and tasks from anywhere
Reporting and custom fields
Build custom fields and run reports on your book of business
Role-based permissions
Control team access with granular permission settings
Pricing
- Contact & household management
- Activity stream
- Tasks & workflows
- Calendar
- Email integration
- Mobile app
- Everything in Basic
- Opportunities pipeline
- Custom fields
- Reporting
- Advanced workflows
- Everything in Pro
- Wealthbox Mail
- Advanced permissions
- Priority support
- API access
- Everything in Premier
- Custom onboarding
- Dedicated account management
- Advanced compliance controls
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