Waddell & Reed Adds Wealthbox as Additional CRM for Its Advisors

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Wealthbox announced an agreement today with Waddell & Reed, Inc. that makes Wealthbox CRM available to Waddell & Reed, Inc. affiliated advisors.

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Wealthbox announced an agreement today with Waddell & Reed, Inc. that makes Wealthbox CRM available to Waddell & Reed, Inc. affiliated advisors. CRM technology from Wealthbox allows Waddell & Reed advisors to efficiently manage client relationships, collaborate and grow their practices.

“Waddell & Reed is committed to offering multiple solutions and optional technologies for advisors, allowing them to work in a way that suits their practices,” said Matthew Reeves, Senior Vice President, Wealth Solutions Group, for Waddell & Reed, Inc. “Along with our other providers, Wealthbox brings industry-leading CRM technology that meets the demands of our advisors to create optimal client service.”

With a simplified user-experience combined with powerful CRM features, Waddell & Reed advisors can now use Wealthbox online workspaces to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients. Wealthbox becomes the fourth CRM option available to advisors affiliated with Waddell & Reed.

“We’re delighted to offer Wealthbox to the affiliated advisors of Waddell & Reed,” said John Rourke, CEO of Wealthbox. “We’re committed to continue working with Waddell & Reed to constantly advance Wealthbox CRM to the benefit of their advisors.”

About Wealthbox
Wealthbox is a leading CRM technology for financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc. with main offices in New York, NY and Providence, RI.

About Waddell & Reed
Founded in 1937, Waddell & Reed, Inc. is one of the oldest financial planning firms in the country, providing total planning services to clients throughout the United States through a network of independent financial advisors. It is a subsidiary of Waddell & Reed Financial, Inc.

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Lindsay Ferranti
Wealthbox CRM
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