Wealthbox

Wealthbox is a modern, web-based CRM for financial advisors.
COMPANY
Wealthbox
Category
DESCRIPTION

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. When Smith.ai and Wealthbox are integrated, each call handled by a Smith.ai receptionist is automatically documented in your Wealthbox account. New contacts are instantly created, and each call summary is logged as a new note for a contact (new or existing).