Wealthbox
A modern CRM that powers financial advisory practices with automated workflows and client relationship tools.
A modern CRM that powers financial advisory practices with automated workflows and client relationship tools.
Wealthbox delivers an intuitive CRM system built specifically for financial advisors, combining contact management and automated workflows to simplify practice management. The platform integrates seamlessly with over 150 custodial platforms and wealthtech applications, enabling advisors to maintain comprehensive client records and communications in one place. Through its suite of features including task management, calendar integration, and activity tracking, Wealthbox helps advisory firms boost productivity and strengthen client relationships.
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