Financial Advisor CRM
AgentZap + Wealthbox
Modern, web-based CRM for financial advisors. AI handles client calls 24/7 and syncs to Wealthbox - so you never miss an opportunity.
Sync
24/7
Client Service
0
Missed Calls
100%
Logged
5min
Setup Time
Built for Financial Advisors
AI-powered client handling with Wealthbox
Contact Sync
AI creates and updates contacts in Wealthbox automatically.
Appointment Booking
Schedule client meetings directly into your calendar.
Activity Logging
Call notes and activities logged to client records.
Compliance Ready
Maintain compliant records of all communications.
24/7 Client Service
Never miss a client call with round-the-clock AI.
Client Insights
Track client engagement and call patterns.
How It Works
From client call to CRM record
1
Client Calls
Reaches your firm.
2
AI Assists
Handles the inquiry.
3
Wealthbox Syncs
Record updated.
4
You Follow Up
With full context.
Popular Use Cases
See how advisors use AgentZap + Wealthbox
Financial Advisors
Capture every client interaction.
Wealth Management
Professional client service 24/7.
RIAs
Scale client support efficiently.
Financial Planners
Never miss prospect calls.