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Share CRM activity updates in a live, real-time stream on the dashboard of Wealthbox to keep track of what’s happening and communicate with your partners and assistants in your firm.
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Group tagging of contacts, custom fields, integrated email, workflow activity, tasks and calendar views, click-to-call, permissions - it’s all here to manage your clients efficiently in Wealthbox.
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Lookup contacts, enter notes, schedule meetings, and see what’s happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.
Product Description
About this Product
Wealthbox is simple, powerful, and beautiful CRM for financial advisors.
- Full-featured CRM designed for financial advisors.
- Sign up and go simplicity, no training needed.
- Broad array of industry partner integrations
About Starburst Labs, Inc.
Wealthbox® is a web-and-mobile CRM application for financial advisors, launched in 2014. Integrated with leading wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.