# icon

> Reviews of Wealthbox. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Wealthbox is a good fit for you!

Source: https://www.softwareadvice.com/crm/wealthbox-profile/reviews

---

1 million+ businesses helped. Get advice

Get Free Advice

[Home](https://www.softwareadvice.com/)

/

[Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/)

/

[Wealthbox](https://www.softwareadvice.com/crm/wealthbox-profile/)

/

Wealthbox Reviews

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](https://www.softwareadvice.com/crm/wealthbox-profile/)

Reviews

[Alternatives](https://www.softwareadvice.com/crm/wealthbox-profile/alternatives/)

# Wealthbox Reviews

## Reviews Summary

## Overall Rating

4.7

* * *

## Ratings Breakdown

5

(104)

4

(37)

3

(3)

2

(0)

1

(2)

## 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."

"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."

"Our only pain point currently is moving contacts to different Workspaces within our organization as it is something we can not do and must contact Customer Support to complete."

Fast-track your software evaluation

Speak with a Financial CRM software advisor for a free 15-min consultation

Filters

Filter Reviews

[](#product-catalog)

Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1,000
    
-   1,001-5,000
    
-   5,001-10,000
    
-   10,000+
    

Time Used

-   Free Trial
    
-   Less than 6 months
    
-   Less than 12 months
    
-   Less than 2 years
    
-   More than 2 years
    

User Rating

-   1 star
    
-   2 stars
    
-   3 stars
    
-   4 stars
    
-   5 stars
    

[Clear](#product-catalog)[Show Results](#)

146 results

Sort by

Wealthbox Reviews, Pros and Cons - 2026 Software Advice