Best CRM Software for Financial Advisor
Wealthbox is a modern, visually appealing CRM built for financial advisors. It offers contact management, integrated email, an opportunities workflow, collaboration through activity streams, tasks, calendar, and robust reporting. It’s praised for user-friendly adoption and seamless integration with popular wealthtech tools, with a 14-day free trial and no credit card required. Wealthbox is positioned as the #1 rated CRM for financial advisors on G2 and widely trusted by premier advisory firms.
Ideal Customer Profile
Independent financial advisors and small to mid-sized advisory firms seeking an easy-to-use, collaborative CRM.
Common Pain Points
- •Salesforce user adoption challenges
Top CRM Picks
1 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Financial advisory firms and independent advisors seeking a collaborative, easy-to-use CRM
⚡ Key Features
- Contact Management
- Wealthbox Mail (two-way email sync)
- Opportunities pipeline
- Workflows
- Activity Streams
- Calendar
- Reports
Pros
- ✓High user adoption and ease of use
- ✓Two-way email sync
- ✓Collaborative features
- ✓Broad integrations with wealthtech
"Wealthbox is the #1 rated CRM for financial advisors"
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
Leverage Wealthbox' ease of use to drive adoption across the firm.
- 2
Take advantage of the 14-day trial to validate features like mail, workflows, and reporting.
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