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.
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.
Wealthbox is the #1 rated CRM platform on G2 for financial advisors, wealth managers, and financial planning firms, designed specifically for the wealthtech industry with deep integrations to custodial platforms and financial planning tools. The platform provides comprehensive contact management to organize client and prospect information including notes, emails, files, account details, financial goals, and household relationships in a centralized, easily searchable database.
Wealthbox features two-way email integration that connects advisor email accounts, automatically logging all client correspondence and enabling email sending directly from the CRM with complete communication history tracking. The drag-and-drop pipeline management interface visualizes the client acquisition process, allowing advisors to track prospects through stages from initial contact to onboarding with customizable workflows and automatic task creation at each stage.
Workflow automation tools enable firms to build repeatable processes and templates for common activities like client onboarding, annual reviews, or retirement planning engagements, ensuring consistency and reducing manual task creation. The Wealthbox AI Notetaker joins client meetings virtually, records discussions, generates meeting summaries, and creates follow-up tasks automatically, saving advisors significant time on meeting documentation.
Task management features allow advisors to create and assign tasks linked to specific clients or opportunities, set due dates and reminders, and track completion across the team with visual dashboards. Calendar integration syncs with Google Calendar, Outlook, and other calendar systems, providing customizable views for individual advisors or entire teams to coordinate client meetings and internal activities.
Wealthbox integrates with 150+ leading custodial platforms (Schwab, Fidelity, TD Ameritrade) and wealthtech applications (Redtail, RightCapital, MoneyGuidePro, eMoney) through native connectors and APIs. The mobile app provides full CRM functionality on iOS and Android devices, earning the highest ratings among financial advisor CRM apps for usability and reliability.
Advanced reporting generates dynamic CRM reports providing insights into pipeline value, client acquisition metrics, task completion rates, and team productivity.
With EEZYCLOUD, you can run Wealthbox on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose Wealthbox cloud hosting to address these common challenges:
Connect to your hosted Wealthbox environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access Wealthbox simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. Wealthbox hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing Wealthbox license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing Wealthbox installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing Wealthbox license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in Wealthbox simultaneously from different locations without any special networking configuration.
Join thousands of businesses running Wealthbox on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
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