Wealthbox and Sanctuary Wealth Partner to Enhance Advisor Collaboration and Client Management

Wealthbox | January 05, 2023 | Read time : 02:00 min

Sanctuary Wealth, an advanced RIA platform with partner firms in 28 states, has signed an agreement to use the enterprise version of Wealthbox's CRM technology. Wealthbox will be used by Sanctuary Wealth advisors at partner firms across the country to manage client relationships and for internal collaboration. The agreement between Wealthbox and Sanctuary Wealth is an exciting development that will ensure advisors at partner firms are able to use the latest technology to better serve their clients.

The CRM technology has been in use by Sanctuary Wealth for three years and has had high user adoption among advisors. Wealthbox and Sanctuary Wealth will be co-hosting a webinar showcasing Wealthbox CRM technology and Sanctuary Wealth platform offerings for advisors considering a move to RIA independence. The webinar will show the features and benefits of Wealthbox CRM, how it can be integrated with Sanctuary Wealth's platform offerings, and how advisors can use the technology to increase productivity and manage client relationships.

"We're delighted to enhance our business relationship through this new Wealthbox Enterprise agreement with Sanctuary Wealth. We're excited to work closely with the Sanctuary Wealth team and continually release new CRM features to help streamline operations for advisors and support their clients' financial planning and investing goals."

John Rourke, CEO and cofounder of Wealthbox

Wealthbox is a customer relationship management (CRM) platform for financial advisors. It works with leading custodians and wealth-tech partners and is known for its modern design and easy-to-use interface. Sanctuary Wealth is a turnkey RIA platform that helps financial advisors start, grow, and manage their own independent wealth management firms. The webinar will explore how the integration of Wealthbox CRM and Sanctuary Wealth's platform can benefit financial advisors.

About Wealthbox

Wealthbox is a CRM platform for financial advisors. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. 


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