Wealthbox - #1 of Top Financial Advisor CRM Software

Wealthbox

Wealthbox is a financial advisors CRM that was designed specifically for financial advisors. It's web-based and secure without any training required to understand how to use the software. Wealthbox has a wide range of helpful features, such as opportunity tracking, contact management, task management, automated workflows, activity streams, and calendar events. It has a mobile app to give you access from your smartphone in addition to from your desktop. This customer relationship management software also provides advanced reports and portfolio integrations. With Wealthbox, you can easily keep up with prospects, customers, and staff. Interested users can try this CRM software free for 30 days. Those who are switching from another CRM software will find it's easy to make the transition. Wealthbox's staff is willing to handle to switch for you free of charge. The software also offers a simple payment plan in which you don't have to commit to a contract or have a minimum number of users.