Wealthbox helps financial advisors, enterprise firms, banks, credit unions, family offices, trust companies, and broker-dealers & OSJs connect with clients, prospects, and coworkers. It achieves this by providing full-featured CRM capabilities such as contact management, email integration, opportunity tracking, workflow customization, and reporting, with seamless integration with other wealthtech applications.
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Get startedWealthbox is recommended for financial advisors who want a powerful, easy-to-use CRM with no training needed. It helps advisors connect with clients, manage contacts, and grow their business.
Wealthbox CRM offers four pricing tiers starting at $59 per user per month, each with a free 14-day trial. Basic includes 3 contact roles, 3 teams, 1 pipeline, 2 GB storage, and 1 workspace, while Premier offers unlimited contact roles and teams, 5 pipelines, 10 GB storage, and 5 workspaces for $99 per user per month. The Enterprise plan has customizable features with unlimited pipelines, 20 GB storage, unlimited workspaces, and custom pricing by workspace.
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Wealthbox CRM requires some customization like data mapping, workflow setup, and basic configuration which can be completed in a few hours using their light documentation. Simply connect your email and accounts, organize contacts, and customize workflows to start managing client relationships efficiently.
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