# Wealthbox Software Reviews, Demo & Pricing - 2026 > Review of Wealthbox Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/wealthbox-profile --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / Wealthbox Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/wealthbox-profile/alternatives/) # Wealthbox 2026: Benefits, Features & Pricing Wondering if Wealthbox is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Wealthbox 4.7 [(146)](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/) 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. Wondering if Wealthbox is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## Wealthbox User Interface ## Popular Wealthbox Alternatives Main Product Wealthbox 4.7 [(146)](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/) Ratings Breakdown - 4.76Ease of use - 4.72Value for money - 4.49Customer support - 4.39Functionality Pricing Starting at $59.00 per month Get Price Alternative Product [Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) 4.1 [(85)](https://www.softwareadvice.com/crm/redtail-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.21Value for money - 3.92Customer support - 3.95Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) 4.1 [(366)](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) Ratings Breakdown - 3.86Ease of use - 3.83Value for money - 3.98Customer support - 3.93Functionality Pricing Starting at $65.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) 4.5 [(822)](https://www.softwareadvice.com/crm/eway-profile/reviews/) Ratings Breakdown - 4.43Ease of use - 4.38Value for money - 4.61Customer support - 4.34Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4466)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price ## 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 Read More 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 Read More 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 Read More 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Dropbox Business Integration rated undefined from -1 review Evernote Teams Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review OneDrive Integration rated undefined from -1 review Orion Law Integration rated undefined from -1 review See all 34 integrations ## Wealthbox User Reviews Overall Rating 4.7 Ratings Breakdown 5 71% 4 25% 3 2% 2 0% 1 1% Secondary Ratings Ease of Use 4.8 Value for money 4.7 Customer support 4.5 Functionality 4.4 VR Verified Reviewer Financial Services Self-Employed Used daily for more than 2 years Review source Reviewed June 2022 Wealthbox CRM is excellent 5 Very good product for the price and features you receive Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More BW 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 4 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 5 Ease of use 5 Value for money 4 Customer support 4 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. Read More WP Walter P. Verified reviewer Financial Services 2-10 employees Used daily for less than 6 months Review source Reviewed July 2025 no customer service telephone number. 1 1 (one) The sales people were exceptional Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: THE NAME Cons: MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT Reasons for switching to Wealthbox U HAVE GREAT salespeople Read More CC 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. 4 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 4 Ease of use 4 Value for money 4 Customer support 4 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. Read More NR Nathan R. Verified reviewer Financial Services 2-10 employees Used daily for less than 2 years Review source Reviewed September 2021 Great Product 5 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 5 Ease of use 5 Value for money 5 Customer support 3 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. Read More BS 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. 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More TW Tom W. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Review source Reviewed September 2021 Superlative CRM 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JB 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! 4 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 4 Ease of use 5 Value for money 4 Customer support 4 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. Read More CR 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 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More RH Rick H. Verified reviewer Financial Services Self-Employed Used daily for more than 2 years Reviewed September 2021 Choosing a CRM! 5 Excellent. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More Showing 1 - 10 of 146 Reviews [See All Reviews](https://www.softwareadvice.com/crm/wealthbox-profile/reviews/) ## Wealthbox Popular Comparisons [Redtail CRM vs Wealthbox](https://www.softwareadvice.com/crm/redtail-profile/vs/wealthbox/)[Maximizer CRM vs Wealthbox](https://www.softwareadvice.com/crm/maximizer-crm-profile/vs/wealthbox/)[Zoho CRM vs Wealthbox](https://www.softwareadvice.com/crm/wealthbox-profile/vs/zoho-crm/)[eWay-CRM vs Wealthbox](https://www.softwareadvice.com/crm/eway-profile/vs/wealthbox/)[HubSpot CRM vs Wealthbox](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/220273-wealthbox/)[Nimble vs Wealthbox](https://www.softwareadvice.com/help-desk/nimble-profile/vs/wealthbox/)[Copper vs Wealthbox](https://www.softwareadvice.com/compare/63221-Copper/vs/220273-wealthbox/)[Keap vs Wealthbox](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/vs/wealthbox/)[monday CRM vs Wealthbox](https://www.softwareadvice.com/marketing/monday-crm-profile/vs/wealthbox/)[Sage Intacct vs Wealthbox](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/wealthbox/) [Compare All Alternatives](https://www.softwareadvice.com/crm/wealthbox-profile/alternatives/) ## Other Top Recommended Financial CRM Software [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **42** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **37** times [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (48) Recently recommended **35** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **28** times Stuck Between Options? 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