AI TOOL PROFILE
Wealthbox CRM: CRM for Financial Advisors
- Finance and Accounting
- CRM
- Financial Advisors
- Wealth Management Firms
- Broker-Dealers
- Family Offices
- Trust Companies
Pricing
Plans start at $59 per user/month for Basic, $75 for Pro, and $99 for Premier. An AI Notetaker add-on is available for $49 per user/month. A free 14-day trial is available.
At a glance
- Best for
- Financial Advisors, Wealth Management Firms, Broker-Dealers, Family Offices, Trust Companies
- Key use cases
- Client Relationship Tracking, Pipeline Management, Standardizing Firm Processes, Meeting Documentation
- Integrations
- Outlook, Gmail, DocuSign, Box, Dropbox
- Official website
- Visit wealthbox crm official website
How AI is used
Wealthbox is a web-based CRM designed for the financial services industry, including independent advisors, banks, credit unions, and broker-dealers. It serves as a hub for managing client data, tracking interactions, and organizing team tasks.
The platform provides tools for managing the advisory lifecycle, from lead tracking in an opportunity pipeline to executing workflows for client onboarding. It includes an AI notetaker add-on to assist with meeting documentation.
For larger organizations, the software supports multi-workspace management and administrative controls to help centralized offices monitor remote team activity. It is SOC 2 Type 2 certified and uses 256-bit encryption.
Buyers should confirm which plan level they need, as reporting, file storage limits, and the number of supported workspaces vary between the Basic, Pro, and Premier tiers.
Key Features
Contact & Household Management
Organizes client notes, emails, and financial information with support for custom fields and tagging.
Two-Way Email Sync
Connects email accounts to the CRM to track communications and store them within contact records.
Opportunity Pipeline
Provides a drag-and-drop interface to track prospects and manage the sales pipeline by stage.
Automated Workflows
Supports the creation of templates for recurring business processes and milestones.
AI Notetaker
An add-on tool designed to record, transcribe, and generate notes from client meetings.
Dynamic Reporting
Provides CRM reporting and customizable dashboards to track firm activity.
Use Cases
Client Relationship Tracking
Maintaining a history of phone calls, emails, and files associated with a client household.
Pipeline Management
Using Kanban boards to visualize and move prospects through different stages of the advisory process.
Standardizing Firm Processes
Creating workflow templates at a home office level and publishing them to field offices.
Meeting Documentation
Using AI tools to capture meeting insights and update CRM records with follow-up tasks.
Integrations
- Outlook
- Gmail
- DocuSign
- Box
- Dropbox
- Google Drive
- Zapier
FAQ
Who is Wealthbox CRM designed for?
- It is designed for financial advisors, enterprise firms, banks, credit unions, family offices, trust companies, and broker-dealers.
How does the AI Notetaker work in Wealthbox?
- The AI Notetaker is an add-on that records, transcribes, and generates notes from meetings within the platform.
What are the pricing options for Wealthbox?
- Pricing starts at $59 per user/month for the Basic plan, $75 for Pro, and $99 for Premier. Enterprise pricing is available upon request.
Is Wealthbox secure for financial data?
- Wealthbox is SOC 2 Type 2 certified and uses 256-bit encryption and two-factor authentication.
Source category: Finance & Accounting
Source subcategory: CRM
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