The Wealthbox integration allows you to see summarized details from Addepar for a client's portfolio, including asset class, value, and % of a portfolio. Access linked Addepar clients from Wealthbox contact pages, and manage linked Addepar clients within Wealthbox.

Last updated: 03-26-2024

Easy to use

  • Wealthbox is widely known for its high user adoption and ease-of-use.

Powerful technology

  • Wealthbox is a full-featured CRM with contact management, email and calendar sync, opportunity management, tasks, workflows, file storage, project management, and reporting — along with an open API and deep industry integrations.

Beautiful and modern interface

  • Wealthbox sports a modern user interface that makes working in your CRM fun.

Collaborate with ease

  • Wealthbox makes it easy to work with your colleagues with its social user interface and collaborative features that take cues from social media apps like LinkedIn, Facebook, and Twitter — it's like having a private social network for your team.

Seamless data migration

  • Switching to Wealthbox from another CRM vendor is easy, to the surprise and delight of our new customers. With the aid of our skilled onboarding team, the CRM file transfer process to Wealthbox is extraordinarily efficient and fast.

One of the best mobile apps in the industry

  • Wealthbox's full-featured mobile apps for iOS and Android feature the best ratings among other CRM competitors.