Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features.
Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc. Learn more at www.Wealthbox.com