Wealthbox

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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Reviews
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- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Better Than Expected
Reviewed on 02/09/2021
Wealthbox definitely has room for improvement in the area of searching and email management. Still,...
Wealthbox definitely has room for improvement in the area of searching and email management. Still, it is easier to use and, in general, is more capable than its main competitor, Redtail. I also like how most of their integrations are better than Redtail. I believe that Wealthbox will only get better over time as they've always been cloud-based and don't carry around legacy on-premises code.
Pros
Microsoft 365 email and calendar integration.
Email tracking when sent from Wealthbox.
Orion Integration
Charles Schwab Integration
iOS App (compared to Redtail)
Email templates
Notes templates
Can associate an email regarding a client record if it is not to/from a client.
Email associated users without the need of hosting another domain and all the setup.
Born in the cloud software. Unlike their main competitor, Redtail, Wealthbox is designed from the beginning with integrations and APIs.
Cons
Cannot do boolean searches
Cannot search the entire database
No phone support
It costs more than Redtail
It does not calculate AUM.
Email formatting in Wealthbox is very limited.
Email inbox cannot sync folders.
Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.
- 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
Wealthbox is Simple and Effective
Reviewed on 03/09/2021
They are a good company to partner with. They are always very responsive when I have questions or...
They are a good company to partner with. They are always very responsive when I have questions or concerns (which does not happen often, fortunately).
Pros
Wealthbox is very intuitive. I have used other CRM Software that is cumbersome and wanted something simpler without sacrificing usability ... Wealthbox fit the need. And, it is very affordable.
Cons
While Wealthbox is constantly adding functionality with other software providers, they have not yet been able to connect one that I use daily and would be extremely happy to have. The desktop is very good, while the Android app is not nearly as useful.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Wealthbox
RedTail was too cumbersome and more expensive to boot.Switched From
Redtail CRMReasons for Switching to Wealthbox
Salesforce was EXTREMELY expensive for a small firm like mine.- 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.
- 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
Choosing a CRM!
Reviewed on 02/09/2021
Excellent.
Excellent.
Pros
Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my assistant to develop our processes.
Cons
The phone app sometimes does not cooperate quickly. Meeting reminder to the client has a mind of its own on occasion. Could use some additional features on the advisor dashboard, for example, total AUM within my client base.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Wealthbox
Redtail had and has some issues with client meeting alerts and ease of use.Switched From
Redtail CRMReasons for Switching to Wealthbox
Ease of use, tech group will add new ideas, costs, services offered to help grow my practice and assist in the organization of our client information.- 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
Excellent CRM Platform for a Growing RIA
Reviewed on 03/09/2021
Wealthbox has given our firm organization with client management. The ability to take notes and set...
Wealthbox has given our firm organization with client management. The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals. We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney.
Pros
Wealthbox is extremely user-friendly and it's easy to use. The ability to link future tasks to client accounts is the most useful tool in my opinion.
Cons
The task list needs some improvement. I wish that it had features similar to Monday.com so that the team can easily know what everyone is working on, what we are stuck on etc. They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we aren't interested in using.
Reasons for Switching to Wealthbox
Easy to adopt, easy to use, easy to maintain + costWealthbox FAQs
Below are some frequently asked questions for Wealthbox.Q. What type of pricing plans does Wealthbox offer?
Wealthbox offers the following pricing plans:
- Starting from: US$59.00/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.
Q. Who are the typical users of Wealthbox?
Wealthbox has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Wealthbox support?
Wealthbox supports the following languages:
English
Q. Does Wealthbox support mobile devices?
Wealthbox supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Wealthbox integrate with?
Wealthbox integrates with the following applications:
AWeber, Asana, Benjamin, Blueleaf, BombBomb, Calendly, CircleBack, ComplianceHero, 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, RightCapital, Slack, Smith.ai, Twilio, Twitter/X, Wufoo, Zapier
Q. What level of support does Wealthbox offer?
Wealthbox offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base
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