We’re excited to announce that Wealthbox, a modern, advisor-focused CRM platform, is now available to ESI financial professionals and advisors.
The addition of Wealthbox reflects ESI’s continued investment in giving you access to modern technology that can make it easier to run your business, strengthen client relationships and create capacity for growth.
Why Wealthbox?
ESI selected Wealthbox for its intuitive design, robust integrations and ability to support the way today’s practices work. The platform brings client relationships, tasks, workflows, communications and collaboration together in one place—helping you spend less time managing your technology and more time focused on your clients and business.
Wealthbox also complements ESI’s broader technology ecosystem, with an integration-friendly platform designed to evolve alongside new capabilities in automation and AI.
“We chose to add Wealthbox to ESI’s technology platform because it gives advisors something they value most: time. Our goal is to give financial professionals access to modern capabilities that make it easier to run and grow their businesses, so they can spend more time with their clients.”
Rich Whalen
Vice President, Technology Strategy & Execution
Equity Services, Inc.
Enterprise-level technology at an ESI-negotiated price
Through ESI’s enterprise relationship with Wealthbox, you can access an Enterprise license for $100 per month—the street price of a Premier license.
But the value goes beyond the technology itself. Your subscription includes white-glove support from the Wealthbox team to help you get up and running, including:
- Introductory system demonstrations
- Customized onboarding and data migration with direct access to the Wealthbox team
- Assistance adding and configuring workflows for your practice
- The ability to add ESI-approved integrations
- Single sign-on authentication through the Agent Portal
Whether you’re transitioning from another CRM or implementing one for the first time, you’ll have support from the Wealthbox team throughout the process.
“We’re incredibly excited to officially bring Wealthbox into the ESI ecosystem,” said Mike Kroener, VP of Enterprise Sales at Wealthbox. “From the beginning, it’s been clear how much their team cares about continuously improving the experience for both their financial professionals and the clients they serve. We’re proud to work alongside a team that shares our commitment to delivering intuitive, modern technology that helps advisors spend more time focused on their clients.”
Ready to explore Wealthbox?
See what Wealthbox can bring to your practice. Visit our Wealthbox resource page to explore the platform, learn more about features and integrations, understand pricing and onboarding, and find everything you need to decide if Wealthbox is right for your business.