Wealthbox

Built by Wealthbox

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.

What Wealthbox Offers

Discover the powerful features that make Wealthbox an essential tool for your workflow.

Purpose-built for financial advisors

Client relationship management

Team collaboration tools

Task and workflow management

Integration capabilities

Experience the combined power of Wealthbox and Investipal's AI-driven platform.

Designed specifically for wealth management

Improve team collaboration and efficiency

Never miss important client touchpoints

Streamline advisor-client communications

Get Wealthbox connected with Investipal in just a few simple steps.

Schedule a demo to discuss your Wealthbox integration needs.

Our team will help you configure the optimal settings for your workflow.

Begin leveraging the combined power of both platforms immediately.

Explore other integrations in the CRM category.

Salesforce is a CRM software that allows brokers, producers, advisors, bankers, and service representatives to proactively connect with customers.

Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.