Wealthbox CRM
by Wealthbox · CRM and customer experience · Providence, United States
Client management, tasks, workflows and pipeline tracking for advisors
About Wealthbox
CRM for financial advisory firms, with an AI assistant and meeting notetaker.
Wealthbox in the vendor registry: its products, features and similar vendors.
Also by Wealthbox
- Wealthbox Enterprise: CRM edition for multi-office firms, broker-dealers and aggregators
- Wealthbox AI Assistant: Conversational AI that answers questions about clients and firm data
- Wealthbox AI Notetaker: Automated meeting notes and follow-up drafting
More in this category: CRM and customer experience software for financial services.
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