Best Financial Services CRM Software

Wealthbox CRM

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.


  • Workflow Customization
  • Workflow Customization


  • Issues do not get resolved timely./li>



Rated 3.0 out of 5
March 15, 2024

I am able to make many tasks that repeat themselves go by themselves, which gives me more time to pay attention to the essential thing – developing connections with my customers. It feels as though I have a personal helper who takes care of all the ordinary things

Avatar for Terry


Rated 4.0 out of 5
March 4, 2024

Wealthbox has many useful features, and it’s different from other CRMs I’ve used because it is simple. The design is simple to understand, which helps me quickly locate what I am looking for and move around within the system quickly.

Avatar for Cathy

Leave a Reply

Your email address will not be published. Required fields are marked *