PROVIDENCE, R.I., March 4, 2025 -- Wealthbox, the highest-rated CRM software for financial advisors, announced a two-way sync integration with ClientWorks, LPL Financial's advisor technology platform. This powerful integration allows LPL-affiliated advisors to sync client data between Wealthbox and ClientWorks, streamlining workflows and ensuring client information remains accurate and up-to-date across both platforms.
"We're grateful for our continued partnership with LPL Financial and excited to offer this two-way sync between Wealthbox and ClientWorks," said John Rourke, CEO and Co-founder of Wealthbox. "At Wealthbox, we're committed to providing advisors with the tools they need to manage client relationships and operations more effectively, and this integration takes that mission to the next level."
"We are excited to collaborate with Wealthbox to elevate the tools for our advisors," said Gary Carrai, Chief Product Officer at LPL Financial. "The two-way sync between Wealthbox and ClientWorks enhances flexibility, ensures precision, and empowers advisors to deliver exceptional service and build thriving practices."
The ClientWorks and Wealthbox two-way sync integration provides real-time syncing of contact information, reducing administrative overhead and eliminating the risk of inconsistencies in client data. Whether adding new clients or updating existing records, the data is instantly reflected across both systems, keeping everything organized and up to date. Advisors can now manage their client relationships more efficiently and focus on providing more personalized service to their clients. Advisors can also see client account data from ClientWorks in Wealthbox, including account number, title, type, class, and value, and use single sign-on capabilities between ClientWorks and Wealthbox.
LPL advisory firms interested in seeing the ClientWorks + Wealthbox integration in action can sign up for a live webinar on March 18 at 2:00 PM ET to explore how this integration can improve client management and streamline operations. Advisors can also sign up for a free trial today and connect Wealthbox and ClientWorks.
About Wealthbox
Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealthtech 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. Learn more at www.wealthbox.com.
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