Your CRM, Enhanced with Banking & Lending
Wealthbox helps advisors manage client relationships through a modern, intuitive CRM. Integrated with Fispoke, advisors can access banking and lending opportunities without leaving the workflows they already know and trust.
About
Overview
Wealthbox is a leading CRM built specifically for financial advisors, helping firms manage client relationships, track opportunities, and organize daily workflows. Through Fispoke's integration, advisors can extend those workflows by incorporating banking and lending into the client experience without disrupting how they already work.
Rather than switching between disconnected systems, advisors can continue using Wealthbox as the center of their practice while Fispoke delivers seamless access to cash management, lending, and private banking solutions. Together, the platforms create a more connected experience for advisors and their clients.
The Integration
Key Features
Connect client relationship management with integrated banking and lending workflows—all within your existing advisor technology stack.
Advisor Workflows
Client Relationship Management
Activity Tracking
Workflow Automation
Open API Integration
"The best advisor technology works together. Integrating Wealthbox with Fispoke helps advisors spend less time switching systems and more time serving clients."
Fispoke Product Team
Platform Integrations
Why We Partner
One Relationship. One Workflow.
Wealthbox stays at the center of the advisor's practice while Fispoke plugs in banking and lending, letting advisors bring more solutions into client conversations without adding duplicate systems or extra complexity.
Advisor Productivity
Continue using Wealthbox as the hub of your practice while accessing banking and lending solutions through Fispoke.
Connected Workflows
Bring more financial solutions into every client conversation without introducing additional systems or complexity.
Better Client Experience
Reduce duplicate work and disconnected processes by connecting relationship management with banking and lending capabilities.
FAQ
Frequently Asked [[Questions]]
Can't find what you're looking for? Our team is here to walk you through the platform end to end.
Wealthbox is a CRM platform designed specifically for financial advisors. It helps firms manage client relationships, organize workflows, track activities, and improve collaboration across their teams.
The Wealthbox integration allows advisors to connect their CRM with Fispoke's banking and lending platform, creating a more streamlined workflow while reducing the need to switch between multiple systems.
No. Fispoke is designed to complement your existing CRM workflow. Advisors continue using Wealthbox as they normally would while gaining access to additional banking and lending capabilities.
Yes. By connecting client relationship management with banking and lending services, advisors can reduce manual processes, streamline workflows, and spend more time focusing on client relationships.
Yes. The integration follows enterprise-grade security standards designed to protect client information while securely connecting advisor workflows across platforms.
Independent advisors already rely on Wealthbox to manage their businesses. By integrating with Fispoke, advisors can extend that experience with institutional-quality banking and lending solutions without disrupting the systems their teams already use.
Get Started
Simplify wealth management [[and banking today.]]
Book a 30-minute walkthrough. We'll show you the full platform, pricing structure, and your onboarding timeline.