All Wealthbox Reviews
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Wealthbox Reviews
Reviews Summary
Overall Rating
4.7Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.8
Customer Support
4.5
Value for money
4.7
Functionality
4.4
Pros
"There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname)."
"This software solved all our problems, we made sure it worked with all our current integrations and we started the process of onboarding and migration. "
"Additionally, the integration of services like Holistiplan and FP Pathfinder, as well as vendors like TD Ameritrade make this a good fit for my business."
Cons
"Printing a selection is not as easy as it should be."
"This can get complicated."
"It just a little bit expensive and sometime hard to connect with client"
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