About Wealthbox
Wealthbox is a CRM for financial advisors.
Switching from Wealthbox
Upload your Wealthbox data export. Slant maps your contacts, tasks, notes and other records, then a guided wizard walks you through filtering, mapping and reviewing everything before it's created.
Common use cases
Choose what comes over
Filter records by assigned advisor or tags before anything is imported.
Map records your way
Decide whether each record becomes a client, prospect or other contact.
Review before it runs
Preview everything, fix warnings and exclude records before the import creates them.
