# What does Wealthbox Crm do?

What does Wealthbox Crm do?

##### Post Metadata
- Posted at: about 3 years ago
- Author title: Pinned by G2 as a common question



## Comments
### Comment 1

A lot! Not only is it a great place for all your client/prospect notes, it has workflows, integrates with most investment firms (Allbridge, etc.). I'm able to be in Wealthbox and see all of my client investment accounts except for their held-away accounts.

Wealthbox is great at integrations via APIs as well as Zapier for automating tasks. There's not a lot you can't do!

##### Comment Metadata
- Posted at: about 3 years ago
- Author title: Owner/Financial Advisor




## Related Product
[Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews)

## Related Category
[Financial Services CRM](https://www.g2.com/categories/financial-services-crm)

## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: almost 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: almost 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: almost 13 years ago
  - Comments: 4