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...

Wealthbox Pricing

Wealthbox offers a free 30-day trial of all features for unlimited users. Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually.

Starting price: 

$35.00 per month

Free trial: 

Available

Free version: 

Not Available

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Wealthbox User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 46 reviews

Anonymous

November 2021

Best CRM available for financial advisory practices!

Joel

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

September 2021

Satisfied and good value

Awesome, highly recommend

Pros

The workflows, being able to design a process and implement other team members is wonderful.

Cons

Contacting customer service has been painful in the past. I like having a dedicated phone # to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem.

Reasons for switching to Wealthbox

WB had an easy to use and read interface. Great with teams

Chris

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

September 2021

Switching to Wealthbox

Positive: issue with Salesforce iteration we used was that it took more time to do day to day things in the system. It wasn't "fun" or "easy" to use. Wealthbox solves that. What's the best CRM? One you use. I feel like they have designed it in a way that's approachable and time efficient for a business that is always stretched on time and/or technical aptitude

Pros

Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with other systems

Cons

Relative inflexibility, some integrations aren't as deep as they could be. That said, they take user feedback to heart and incorporate it over time.

Reasons for choosing Wealthbox

RedTail had some integration advantages, but it comes back to "would I/we enjoy using this / would I/we use this as much as I/we know I/we should?" and I kept circling back to a "no" answer. Made the choice pretty simple. The product isn't as approachable or "pretty."

Reasons for switching to Wealthbox

Salesforce took more clicks to accomplish everything, didn't have the activity feed, integrations were impossible to implement well without a high powered team behind the product keeping it up to date and customizing it. Great product for a massive organization that wants to employ the technical staff to manage it, not great for a small company trying to integrate it with a lot of disparate, industry specific products.

Sarah

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
3

Value for money

out of 5
3

Customer support

out of 5
3

Functionality

out of 5

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.

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.

Anonymous

Company size: 2-10 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

September 2021

This software is a Wealth of ease & knowledge!

I would say of you're a financial advisor you should definitely give this software a consideration. I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. WB is not the cheapest but it's also not the most expensive. So it's a lot more expensive than some non-FA types of CRMs but the specific features and the sanity-saving features are worth it [for example -- doing my annual ADV email and having WB do a broadcast email and also update that each client received the ADV on that day is just about worth the annual cost].

Pros

WB is super easy to hit the ground running. From day one it makes sense and is intuitive. Tagging clients for group emails is super-easy.

Cons

The 'opportunity' pipelines are hard to remember how to update. Seems like I spend a lot of time trying to remember how to update or delete them, probably the clunkiest part of WB.

Reasons for switching to Wealthbox

SmartOffice was so clunky and ridiculously priced for what you got. Switching to WB was a no-brainer.

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