What is Wealthbox
Wealthbox is a CRM designed specifically for wealth management professionals. It handles contact management, pipeline tracking, and workflow automation in one interface. The platform connects natively with common wealthtech tools advisors already use.
Key Features
- Contact and client management
- Opportunity and pipeline tracking
- Email sync and logging
- Customizable workflow automation
- Team collaboration tools
- Wealthtech integrations
- Reporting and analytics dashboard