Best Software for 2025 is now live!
View the Winners
  1. Home
  2. ...
  3. Financial Services CRM Software
  4. Wealthbox CRM
  5. Wealthbox CRM Discussions
  6. What does Wealthbox Crm do?
Pinned by G2 as a common question
G2
Expand/Collapse Social Share Options

What does Wealthbox Crm do?

What does Wealthbox Crm do?
1 comment
Looks like you’re not logged in.
Users need to be logged in to answer questions
Log In
AP
Owner/Financial Advisor
0
A lot! Not only is it a great place for all your client/prospect notes, it has workflows, integrates with most investment firms (Allbridge, etc.). I'm able to be in Wealthbox and see all of my client investment accounts except for their held-away accounts. Wealthbox is great at integrations via APIs as well as Zapier for automating tasks. There's not a lot you can't do!
deleteedit
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply
Already have Wealthbox CRM?

About 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 y
Discover More