Manage Wealth Without Limits

Greenbox is an enterprise software ecosystem that integrates the tools wealth managers need to scale their business in smarter, more efficient ways. On Greenbox, wealth managers can serve more clients and make more money with unparalleled usability, leading-edge AI facilitation and singular market insights.

The Greenbox ecosystem—which merges a technology and development platform, marketing and communications tools, a peer-driven community, and an IP and business marketplace—empowers wealth managers and firms to connect, manage and scale in ways never before possible, unlocking new pathways to top- and bottom-line revenue.

Our integrated platform-as-a-service ecosystem is AI-native. It analyzes structured and unstructured data across multiple data repositories to provide visibility into how markets and humans are behaving. Greenbox works the way wealth managers want to work—intuitive, flexible and customized. Our user interface and logic layer increases workflow, usability and productivity by adapting to how wealth managers execute, learn, run their business, and connect to peers and clients rather than forcing them to operate within a rigid, siloed system. Wealth managers are able to understand data, markets and insights that were previously unavailable or not able to be measured and synthesized into action.

Backed by our tools, they can make sense of fragmented stores of information to fine-tune their performance through a deep command of technical, behavioral and trend analysis. On Greenbox, AI facilitates wealth managers’ day-to-day tasks. Through synthesis and automation, Greenbox builds new levels of efficiency and productivity into their business. Wealth managers now have the power of collective intelligence at their fingertips. They are able to engage with peers, clients and industry experts in one place, broadening their knowledge, amplifying their expertise and growing their business.

Greenbox’s core four-component ecosystem is designed to grow top- and bottom-line revenue for wealth managers. Our marketing tools, community hub and marketplace support wealth managers in scaling, business communications, filling the funnel and creating strategic partnerships by connecting with peers to expand offerings—whether that’s sleeves, templates or information on wealth management.

Our technology interface immediately makes workflows more productive, efficient and scalable. The comprehensive data insights we generate helps firms and individuals understand and fine-tune how they work in order to drive growth across their business.

Whether wealth managers are running a firm that has existing infrastructure or are starting fresh as an independent advisor, Greenbox integrates or stands alone to fit their business needs today and tomorrow. Greenbox’s straightforward migration path lets wealth managers integrate the custodians and platforms they use already while leveraging our foundational AI components to access enhanced insights, facilitation tools and the usability of our platform. We offer the scalability to simultaneously empower advisors individually and at the organizational level.

Greenbox’s technology interface is fully customizable and modular, seamlessly connecting the tools wealth managers rely on today with additional tools and workflows previously unavailable all in one platform. The four core components of our ecosystem are designed to comprehensively support advisors, allowing them to manage clients, manage wealth, scale their business and access peer support—no matter where they are in their career journey.