Wealthbox
Wealthbox is an AI-powered CRM and collaboration platform designed for financial advisors, trust companies, and wealth management firms to manage client relationships, automate workflows, and collaborate on client data.
About Wealthbox
Wealthbox is an AI-powered CRM and collaboration platform designed for financial advisors, trust companies, and wealth management firms to manage client relationships, automate workflows, and collaborate on client data.
Products
An AI-powered add-on that automatically records, transcribes, and generates actionable notes from client meetings directly within the Wealthbox platform.
A cloud-based customer relationship management platform for financial advisors featuring contact management, opportunity tracking, customizable workflows, and team collaboration...
A two-way email synchronization feature that integrates directly with Wealthbox CRM, allowing users to view, send, and track emails without leaving the platform.
A companion mobile application for iOS and Android that provides access to Wealthbox CRM features, including notes, tasks, events, and workflows, on the go.
A scheduling and calendar management tool that syncs with user calendars and allows for custom individual and group views within the Wealthbox workspace.
What customers say
“Wealthbox CRM menu Features Integrations Solutions Financial Advisors Enterprise Firms Banks & Credit Unions Family Offices Trust Companies Broker-Dealers & OSJs Pricing Resources Product ToursGet a Wealthbox overview Webinar EventsLearn about Wealthbox How-To VideosWatch video…”
Security and compliance
No security details published yet
Wealthbox hasn't published certifications or security practices that we could find. Ask their team for audit reports.
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