Product Features:
  • Contact Management
  • Event Management
  • Integration
  • Reporting
  • Task Management
594 Broadway Suite 1004 New York City,, New York - NY, United States 10012
Product Information

Wealthbox® is a web-and-mobile CRM application for financial professionals. Version 1.0 of Wealthbox for financial advisors was launched on February 11, 2014. Wealthbox is easy to use with signup-and-go-simplicity. No training is required. Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done. Engage with prospects and monitor client activity on social networks like LinkedIn and Twitter. New features and editions of Wealthbox in financial services are in development now. Three pricing plans are offered starting at $35 per user per month. A 30 day free trial is available with each plan.