Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and 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.
Data into Capitect
None
Data from Capitect
- All client accounts
- Daily balances
- Daily positions