"This partnership represents a meaningful step forward in how Gradient supports its advisors," added Jeff Mello, President and CFO of Wealthbox. "Streamlined onboarding, reduced administrative load, ...

PROVIDENCE, R.I., July 15, 2025 /PRNewswire/ -- Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors' ...

The MarketWatch News Department was not involved in the creation of this content. PROVIDENCE, R.I., Oct. 30, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, ...

NEW YORK and PROVIDENCE, R.I., June 10, 2025 /PRNewswire/ -- Wealthbox, the #1-rated CRM software platform for financial advisors, announced today that it has entered into a definitive agreement for a ...

"Simplicity is the Ultimate Sophistication" - Leonardo Da Vinci Wealthbox CRM offers advisors a robust solution to managing their client relationships - without needing to be a database technician to ...

PROVIDENCE, R.I., Dec. 20, 2023 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces its continued No. 1 ranking for Financial Services CRM Software in ten ...

PROVIDENCE, R.I., Oct. 1, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an ...

PROVIDENCE, R.I., Sept. 4, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Stonebridge Financial Group, a ...

PROVIDENCE, R.I., April 17, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new firmwide CRM agreement with NHTrust. With $1.4B in AUM, NHTrust ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Claude has expanded Claude for Financial Services with an Excel add-in, additional connectors to real-time market data and portfolio analytics, and pre-built Agent Skills. Generally, people are using ...