Best CRM for Wealth Management

Best CRM for Wealth Management

Wealthbox is a modern CRM tailored for financial advisors, praised as the #1 rated CRM for wealth management by users. It offers contact management, Wealthbox Mail, opportunities, workflows, activity streams, tasks, calendar, and reports, with strong integrations across 150+ custodial platforms and wealthtech apps. Designed for ease of use and collaboration, it supports data migration and a 14-day free trial, helping firms switch from platforms like Salesforce.

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Ideal Customer Profile

Financial advisors and wealth management firms seeking an intuitive, collaborative CRM with strong integration to custodians and wealthtech.

Common Pain Points

  • •Low user adoption with legacy CRM systems (e.g., Salesforce)
  • •Need for collaboration and efficient workflows in client management
  • •Desire for easy onboarding and data migration
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Top CRM Picks

1 expert-vetted recommendations

Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.

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Wealthbox
💰 14-day free trial; pricing not listed
Modern CRM for Financial Advisors

Perfect For

Financial advisory and wealth management firms seeking an intuitive, collaborative CRM

⚡ Key Features

  • Contact Management
  • Wealthbox Mail (2-way email sync)
  • Opportunities (pipeline by stage)
  • Workflows and templates
  • Activity Streams
  • Tasks
  • Calendar
  • Reports

Pros

  • ✓User-friendly interface with strong adoption among advisors
  • ✓Collaborative features and ease of use
  • ✓Robust integrations with custodians and wealthtech

"The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We're glad we switched to Wealthbox."

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. 1

    Look for an advisor-focused CRM with intuitive UI to boost user adoption

  2. 2

    Check for key features: contact management, workflows, opportunities, calendar, and reporting

  3. 3

    Verify integrations with custodians and wealthtech apps (150+ integrations cited)

  4. 4

    Consider data migration support and onboarding service

  5. 5

    Assess mobile/desktop accessibility and collaborative capabilities

FAQ

Common questions answered

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