Best CRM for Financial Advisor
Wealthbox is a modern CRM designed for financial advisors, offering contact management, two-way email, workflows, opportunities, calendars, and reports. It emphasizes ease of use and collaboration, with integrations to 150+ custodians and wealthtech tools, and strong adoption among firms.
Ideal Customer Profile
Independent financial advisory firms and wealth management practices seeking an intuitive, fully featured CRM with client management, workflows, and seamless integrations.
Common Pain Points
- •High adoption barriers with traditional CRMs (e.g., Salesforce)
- •Need for advisor-focused features and better collaboration
- •Migration and data migration support from legacy systems
Top CRM Picks
1 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Advisory firms valuing ease of use, collaboration, and wealthtech integrations.
⚡ Key Features
- Contact Management
- Wealthbox Mail (two-way email)
- Opportunities
- Workflows
- Calendar
- Reports
Pros
- ✓User-friendly interface that boosts adoption
- ✓Comprehensive advisor-focused features (contacts, workflows, opportunities)
- ✓Strong collaboration and live activity streams
- ✓Rich integrations with 150+ custodians/wealthtech
"Switching to Wealthbox solved the main problem we had with Salesforce, which was user adoption."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Choose a CRM that emphasizes ease-of-use and advisor-focused features to improve adoption.
- 2
Look for robust integrations with custodians and wealthtech platforms and migration support.
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