Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its network of financial professionals and employees throughout its family of 13 companies. The implementation will begin immediately with 700 users, with plans to expand to more than 2,000 users over time.

Gradient Financial Group (Gradient) offers comprehensive services, including marketing, compliance, technology, and practice management, to independent financial professionals nationwide. Unlike many of its competitors, Gradient supports a wide variety of office structures and sizes within the financial services landscape, focusing on helping financial professionals meet their own unique goals. Wealthbox's emphasis on simplicity, collaboration, and ease of adoption aligns perfectly with Gradient's approach.

Gradient sought a CRM platform that met a wide array of needs while still offering low administrative overhead, an intuitive user experience, and seamless AI-powered capabilities out of the box. With Wealthbox Enterprise CRM, Gradient's advisors gain a clean, modern interface designed for efficiency across roles, offices, and business lines.

As part of the agreement, Gradient is also deploying the Wealthbox AI Notetaker, which automatically captures, transcribes, and summarizes client meetings. This will significantly reduce manual note-taking and help advisors maintain consistent documentation across their books of business.