Wealthbox

4.7 (144)
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Wealthbox is CRM you’ll actually enjoy.

About Wealthbox

Wealthbox is a leading cloud CRM solution that provides advanced capabilities to help financial advisors and independent financial advisors increase their business and foster collaboration among the firm's team members. Wealthbox integrates with custodial platforms and complementary wealth-tech products and its modern product design offer simplicity in user experience combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox CRM to help them serve clients, streamline operations and grow their businesses.


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Wealthbox Software - Wealthbox Activity Stream: Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.
Wealthbox Software - Wealthbox Mail provides a two-way sync with your inbox, letting you send and receive emails without leaving Wealthbox.
Wealthbox Software - View your opportunities by users, stages, and closing dates to see where you stand.
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Wealthbox Software - Wealthbox Activity Stream: Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.
Wealthbox Software - Wealthbox Mail provides a two-way sync with your inbox, letting you send and receive emails without leaving Wealthbox.
Wealthbox Software - View your opportunities by users, stages, and closing dates to see where you stand.

Not sure about Wealthbox? Compare with a popular alternative

Wealthbox

4.7 (144)
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Starting Price

US$49.00
month
£10.00
month

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Features

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Integrations

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Ease of Use

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Value for Money

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Customer Service

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Reviews

Overall rating

4.7 /5
(144)
Value for Money
4.8/5
Features
4.4/5
Ease of Use
4.8/5
Customer Support
4.5/5

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Showing 5 reviews of 144
Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wealthbox CRM is excellent

Reviewed on 27/06/2022

Very good product for the price and features you receive

Very good product for the price and features you receive

Pros

User friendly interface with plenty of integrations

Cons

Dashboard for each client could be a lot better

Alternatives Considered

Redtail CRM

Reasons for Choosing Wealthbox

Firm change

Reasons for Switching to Wealthbox

Ease of use and integrations
Matthewe
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Beauty in Simplicity

Reviewed on 02/09/2021

I have gone to three other CRMs in the last 5 years (not by choice( and I always come back.

I have gone to three other CRMs in the last 5 years (not by choice( and I always come back.

Pros

It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication.

Cons

The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them.

Reasons for Choosing Wealthbox

Redtail is too expensive and too clunky to use. I don't understand why people use it so much, I guess they may have just shown up first. Salesforce was expensive and archaic. It's customizable but advisors don't need extensive customization to track notes and client details. I do think that the new Salesforce for financial services may be competitive now.

Reasons for Switching to Wealthbox

Beauty in Simplicity.
Mark
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Wealthbox Review

Reviewed on 08/09/2021

It has been ok but I must say that Wealthbox needs to improve to be on the same level as Redtail

It has been ok but I must say that Wealthbox needs to improve to be on the same level as Redtail

Pros

Has a lot of great features that brings most of the client's information to quick and easy access.

Cons

Lack of easy access to customer service. Not having a direct phone line for service is definitely a HUGE disappointment. Some of the functionality needs to be updated as well.

Jack
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Field Tested

Reviewed on 02/09/2021

I can describe my overall experience like this. I was a user of Redtail for almost two decades. I...

I can describe my overall experience like this. I was a user of Redtail for almost two decades. I switched to Wealthbox when I went independent. I wish I had switched to Wealthbox 19-years earlier.

Pros

Wealthbox is extremely easy to implement right out of the box. Customization is relatively simple. For most solo practitioners or small team, Wealthbox is really all you need.

Cons

Support is good but, slow. No user groups to bounce ideas and experiences off. No pre-made templates, which could be useful for customization.

Alternatives Considered

Zoho CRM

Reasons for Choosing Wealthbox

1. Ease of use. 2. More appealing and intuitive environment. 3. Less money.

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

See above
Andy
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Best CRM Available

Reviewed on 02/09/2021

From day 1 when we started the free trial, it's been outstanding! Email support is fast and always...

From day 1 when we started the free trial, it's been outstanding! Email support is fast and always helpful. I've used two other CRMs and WB is far superior to both of them.

Pros

WB helps me manage every aspect of my business relating to clients. It's so simple to use. I absolutely love the integrations that are available. The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!

Cons

I can't think of hardly anything I don't like. I think the only negative is that I'd like it to be much simpler for me to notify staff of an update in WB. Right now, I have to put in my notes, click notify, and then scroll through my staff to find who to notify.

Showing 5 reviews of 144 Read all reviews

Wealthbox FAQs

Below are some frequently asked questions for Wealthbox.

Wealthbox offers the following pricing plans:

  • Starting from: US$49.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually.

Wealthbox has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Wealthbox supports the following languages:

English

Wealthbox supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Wealthbox integrates with the following applications:

AWeber, Asana, Benjamin, Blueleaf, BombBomb, Calendly, CircleBack, ComplianceHero, Constant Contact 1, Docupace - Dupe, Docusign, Dropbox Business, Evernote Teams, Fidelity, Formstack Forms, Gmail, GoTo Meeting, Google Calendar, Google Chrome, Google Contacts, Google Drive, Gravity Forms, Intulse, LeadsBridge, LinkedIn Sales Navigator, Mailchimp, Make, Meta for Business, Microsoft Outlook, Nitrogen, OnceHub, OneDrive, Orion, PreciseFP, RightCapital, RingCentral Meetings, Slack, SmartAsset, Smith.ai, Twilio, Twitter/X, Wufoo, Zapier

Wealthbox offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

See all software categories found for Wealthbox.