Wealthbox 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

Wealthbox

4.7

(145)

Pricing

Starting at $59.00 per month

About Wealthbox

Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail module, which allows businesses to establish two-way data sync through integration with several mail clients including Microsoft Outlook, Microsoft Exchange, Yahoo!, and more.

Key features of Wealthbox including calendar, contact management, reporting, workflow automation, and search. It offers mobile applications for Android and iOS devices, which allows employees to manage notes, schedule meetings, find contacts, and track office activity on the go. Additionally, it allows sales representatives to centralize contacts, manage social profiles, and connect with clients using a click to call functionality.

Wealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. Pricing is available on monthly and annual subscriptions.

Wealthbox Screenshots

Wealthbox Pricing and Plans

Starting price: $59.00 per month

Free Trial

Free Version

Basic

$59.00

per user, per month

Plan includes:

1 CRM Workspaces
1 Opportunity Pipelines
2-Factor Authentication
2 GB File Storage
Activity Stream
Administrative Controls
Bank-Level Security
Bcc Email Forwarding
Calendar
Chrome Extension for Gmail

Pro

$75.00

per user, per month

Plan includes:

2-Factor Authentication
3 CRM Workspaces
5 GB File Storage
5 Opportunity Pipelines
Activity Stream
Administrative Controls
API Access
Bank-Level Security
Bcc Email Forwarding
Broadcast Email

Premier

$99.00

per user, per month

Plan includes:

10gb File Storage
10 Opportunity Pipelines
2-Factor Authentication
5 CRM Workspaces
Activity Stream
Administrative Controls
API Access
Bank-Level Security
Bcc Email Forwarding
Broadcast Email

Enterprise

Pricing available upon request

Plan includes:

20 GB File Storage
2-Factor Authentication
Activity Stream
Administrative Controls
API Access
Bank-Level Security
Bcc Email Forwarding
Broadcast Email
Calendar
Chrome Extension for Gmail

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Wealthbox Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of Wealthbox
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
API
Calendar Management
Calendar Sync
Collaboration Tools
Contact Management
CRM
Customizable Fields
Customizable Reports
Drag & Drop
Email Management
Email Templates
For Financial Institutions
Interaction Tracking
Lead Capture
Mobile Access
Pipeline Management
Reporting & Statistics
Search/Filter
Task Management
Template Management
Third-Party Integrations
Workflow Management

Wealthbox Integrations

Calendly

Dropbox Business

Evernote Teams

Microsoft Outlook

OneDrive

Orion Law

See all 34 integrations

Wealthbox User Reviews

Overall Rating

4.7

Ratings Breakdown

72%

26%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.5

Functionality

4.4

Verified

Reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed June 2022

Wealthbox CRM is excellent

Very good product for the price and features you receive

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User friendly interface with plenty of integrations

Cons:

Dashboard for each client could be a lot better

Reasons for choosing Wealthbox

Ease of use and integrations

Reasons for switching to Wealthbox

Firm change

Brent W.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed September 2021

Simple and intuitive CRM with plenty of features and integrations

I am a huge fan of their simple interface and the way they’re integrated with Zapier so they can work seamlessly with other crucial apps in my business process such as an email parser to extract and auto load leads, my VOIP to make a note whenever I have a client phone call, and whenever I collect data from new clients in PreciseFP.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use and get oriented with because of the simple layout. It’s helpful to have shortcuts that easily jump from one screen to the next with relatively few clicks

Cons:

An important feature that’s missing is the automated reports. The reporting system is very customizable but there’s no way to automatically have reports run and automatically emailed to me. This would be very useful to prompt actions to occur for monthly or weekly maintenance tasks

Reasons for choosing Wealthbox

Simple pricing and friendly and clean interface. Very user friendly app too

Reasons for switching to Wealthbox

Red tail was too busy for me and things kept getting lost. Too hard to see everything at once and quickly navigate between screens. Seemed clunky, cluttered, and outdated.

Sarah W.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2019

CRM

Wealthbox has been fairly consistent and easy to use, however we feel as thought we took 3 steps back from the CRM we previously used.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Wealthbox is extremely sleek and clean looking. The calendar is simple and user friendly. I love being able to use the @ from my home page to input data into any client without being in that screen.

Cons:

Mailmerge fields are limited, as are integrations with the other platforms we use. I am not a fan of the support being only through a help request, and not having a number to call to speak with someone. Many of the "upgrades" they make are only partially done that then need updates and fixes to improve and complete the intended use.

Conrad C.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2021

The best of breed for transactional sales, but not so much for comprehensive planners.

We're stuck on segregating different kinds of notes by topic and date. We want both a chronologically-based record of meeting notes, and a separate set of notes, based on subjects or dates, for example.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am an "old horse," a semi-retired Life Insurance salesman. I've been morphed into a planning practice (fee-based) by a high-tech partner. Wealthbox is only my second CRM experience. The fact that it shares data with many of the other software systems we use has saved us significant time and staff. It does this better than our two previous CRMs.

Cons:

The formatting of Planning notes and client meeting note seem to be a problem. We typically review notes from several client meetings, and need to have date- based and topic- based subsets. That has been an issue. Please read my partner's earlier and separate response to this query. His name: [SENSITIVE CONTENT].

Reasons for choosing Wealthbox

I did not choose. [SENSITIVE CONTENT] did. See above reference to [SENSITIVE CONTENT]. His is really the tech opinion/review you are looking for.FYI: The Capterra certification paragraph below has grammatical errors: "governed by the and;" ??? Whassup with that? Doesn't make Capterra look so great. Thought you should know.

Reasons for switching to Wealthbox

Smart Office was too complex for a small Planning office like ours. We don't have a tech staff.

Nathan R.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2021

Great Product

Wealthbox has been great to work with. The software works great and helps us organize everything we do. We wouldn't function without it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I enjoy the ability to create tasks for team members, coordinate in opportunities and set reminders. The way the opportunities tab allows us to create different views is great!

Cons:

I would like to see more customization. Adding the ability to do the following would make this an elite product 1) the ability to send out a link to client that requires them to fill in their own data. It would function as a intake form. We send the client the link. They open it and fill in the required information. Once complete your system will create a contact in the system. Giving the ability for us to add or remove the fields the client will see and have to fill in would be essential. 2) The ability to build templates for quicker access/use. For example, if I am assigning a task to an admin, I could select a template I created that has pre-filled information/questions. I answer those questions so that the admin can see the task and have the required information to complete the task.

Reasons for choosing Wealthbox

We are in the financial services industry. We heard from many people that it is the best for what we need.

Benjamin S.

Verified reviewer

Investment Management

Self-Employed

Used daily for less than 2 years

Reviewed September 2021

Wealthbox: The better, cleaner, more efficient Redtail.

It's been great. I am the only member of my firm (for now) but I know that this will be an incredibly great tool for my future team. It's built for streamlined collaboration.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the layout of the app. It's incredibly user-friendly and has a modern, social media feed-type feel. The user experience is phenomenal and everything is so simple to find, engage with, and execute. You could figure out how to use it with no help and minimal tech knowledge. It's that straightforward.

Cons:

There's nothing really that comes to mind. That's being honest. The only issue I have is that there is SO MUCH I can use it for and I am only utilizing about 60% of its capabilities. That's my fault, not theirs.

Reasons for switching to Wealthbox

It was more user-friendly and simpler to use than Redtail. Also, it's more cost-effective (AKA it's cheaper). I want to have a large firm one day and the layout of the activity feed is just too attractive. Also, Redtail had some issues pairing with a few other pieces of tech that I use. The integrations for apps like FMG suite for marketing, and certain custodians didn't work well and failed often, requiring me to reconnect. I've never had this problem with Wealthbox.

Tom W.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Superlative CRM

The company, its developers and customer service are exceptional. I had a minor question last week and when customer service was able to resolve in 5 minutes, I shared with my partners how incredibly rare and refreshing a responsive tech support/customer service is this day and age.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This CRM is outstanding. I have, in the past, used 4 other products and Wealthbox soundly beats them all. It is incredibly user friendly, clear and concise. The amount of customization the user can choose for their specific industry is out of this world.

Cons:

I initially didn't like the ios app, but, as with all things Wealthbox, they continue to innovate and evolve. It has become much more robust.

Reasons for choosing Wealthbox

Superior in every way

Reasons for switching to Wealthbox

Abysmal customer service and very difficult, yet limited, user interface.

Jeff B.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

It does a great job at at great price!

It has been the right sized solution for us! It handles all of our requirements and core functionality without a lot of maintenance or overkill. We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Wealthbox was easy to implement and transfer data over from our old CRM. Customization immediately solved our compliance issues and allowed our start up firm to begin growing. We appreciate the updating, added features and integration partnerships!

Cons:

Customization and layout of widgets on the Dashboard could be improved. Dialing client phones from within the CRM is clunky and requires an additional step.

Reasons for choosing Wealthbox

Price versus functionality. Ability to integrate with the rest of the tech stack.

Reasons for switching to Wealthbox

We didn't have a solution that was right for our size and needs. Many of the CRM options were focused on large scale capabilities versus a smaller business solution.

Clark R.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2021

Wealthbox is Simple and Effective

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).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Wealthbox

Salesforce was EXTREMELY expensive for a small firm like mine.

Reasons for switching to Wealthbox

RedTail was too cumbersome and more expensive to boot.

Rick H.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Reviewed September 2021

Choosing a CRM!

Excellent.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing 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.

Reasons for switching to Wealthbox

Redtail had and has some issues with client meeting alerts and ease of use.

Showing 1 - 10 of 145 Reviews

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