Task management is the most helpful and handy as well as administration needs are just one click away. Overall the Wealthbox is very helpful in day to day corporate life to solve the main issues in the industry.

wealthbox is the perfect CRM platform for the independent financial advisor. I helped my husband get it setup for his business and it’s intuitive, easy to use and the free trial is great. Lots of resources to help you get started. I’m looking forward to more integrations like mail chimp to automate my marketing campaigns a bit easier.

I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a great job of incorporating this into the software.