Wealthbox

Wealthbox is cloud-based CRM platform designed specifically for financial advisors to manage client relationships and workflows, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.

✓ Organize all client information and communications in centralized system

✓ Track prospects through sales pipeline from introduction to client

✓ Automate repetitive workflows for client onboarding and annual reviews

✓ Integrate CRM with custodial platforms and financial planning software

Cloud-based CRM platform designed specifically for financial advisors to manage client relationships and workflows

Hosting only — software license not included

CATEGORY

Financial Services CRM

FUNCTION

Cloud-based CRM platform designed specifically for financial advisors to manage client relationships and workflows

INDUSTRIES

Financial advisors, wealth management firms, RIAs (Registered Investment Advisors), financial planners, broker-dealers, insurance agents with financial planning

HOSTING PRICE

$58.30 /mo

DEPLOYMENT

Azure Cloud

Wealthbox is a Cloud-based CRM platform designed specifically for financial advisors to manage client relationships and workflows designed for modern businesses. Categorized under Financial Services CRM, it helps organizations streamline their workflows and improve operational efficiency. With EEZY Cloud Hosting, you can run Wealthbox on our secure Azure infrastructure with 99.9% uptime, automated backups, and 24/7 expert support.

EEZY provides BYOL (Bring Your Own License) cloud hosting for Wealthbox. You keep your existing software license — we provide the secure, high-performance cloud environment to run it. Our Azure-powered infrastructure includes dedicated compute resources, encrypted storage, automatic daily backups, SSL certificates, and DDoS protection. Hosting starts at $58.30/month with no long-term contracts required.

Wealthbox provides powerful capabilities for Cloud-based CRM platform designed specifically for financial advisors to manage client relationships and workflows. When hosted on EEZY's cloud platform, you benefit from enterprise-grade security, scalable compute resources, and seamless remote access from any device. Our managed hosting takes care of updates, patches, and infrastructure maintenance so your team can focus on what matters most.

Wealthbox is widely used across multiple industries including Financial advisors, wealth management firms, RIAs (Registered Investment Advisors), financial planners, broker-dealers, insurance agents with financial planning. Whether you're a solo practitioner or a growing enterprise, EEZY's cloud hosting scales to meet your needs with flexible plans and dedicated support.