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Wealthbox CRM
A cloud-based customer relationship management platform for financial advisors featuring contact management, opportunity tracking, customizable workflows, and team collaboration...
What is Wealthbox CRM?
A cloud-based customer relationship management platform for financial advisors featuring contact management, opportunity tracking, customizable workflows, and team collaboration tools.
Product typeInvestment, Trading & Wealth
Pricing$59 per user / month · Subscription
DeploymentOn-premises
APINot available
What teams use Wealthbox CRM for
Client relationship management
Workflow automation
Email synchronization
Meeting note transcription
Opportunity pipeline tracking
Task and project management
Compliant data archiving
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
