Wealthbox - #1 of Leading Financial Advisor CRM Software

Wealthbox

Wealthbox is a top user-focused customer relationship management tool for financial advisors. This excellent CRM is noteworthy because it requires no initial training for use, an anomaly in the field of CRM tools. Wealthbox has been featured in publications like Forbes and InvestmentNews, demonstrating the power and appeal of its software. Wealthbox provides solutions for all of the tasks demanded of a CRM by financial advisors including contact management, automated workflows, and advanced reports. Their comprehensive tools make it easy to maintain relationships between employees, clients and prospects. By automating some of the most tedious administrative tasks in managing a financial advisory practice, Wealthbox allows employees to focus on the important tasks of their daily lives. The powerful features of Wealthbox are presented in an intuitive, aesthetically-pleasing interface. Combining form and function into a simple package, Wealthbox is a standout in the competitive environment of financial CRM providers.