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Wealthbox is CRM you’ll actually enjoy.

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Wealthbox Pricing, Features, Reviews and Alternatives

Wealthbox FAQs

Q. What type of pricing plans does Wealthbox offer?

Wealthbox has the following pricing plans:
Starting from: $59.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Wealthbox?

Wealthbox has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Wealthbox support?

Wealthbox supports the following languages:
English


Q. Does Wealthbox support mobile devices?

Wealthbox supports the following devices:
Android, iPad, iPhone


Q. Does Wealthbox offer an API?

Yes, Wealthbox has an API available for use.


Q. What other apps does Wealthbox integrate with?

Wealthbox integrates with the following applications:
Wufoo, BombBomb, CircleBack, Make, Microsoft Outlook, Dropbox Business, Formstack Forms, Calendly, Zapier, Gmail, Nitrogen, Smith.ai, Docusign, OneDrive, Google Drive, OnceHub, Orion, Twitter/X, Gravity Forms, LeadsBridge, Slack, Google Contacts, GoTo Meeting, Meta for Business, Intulse, LinkedIn Sales Navigator, Google Calendar, Mailchimp, Twilio, Asana, AWeber, Evernote Teams, RightCapital, Google Chrome


Q. What level of support does Wealthbox offer?

Wealthbox offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk

Wealthbox product overview

Price starts from

59

/user

Per month

What is Wealthbox?

Wealthbox is a leading cloud CRM solution that provides advanced capabilities to help financial advisors and independent financial advisors increase their business and foster collaboration among the firm's team members. Wealthbox integrates with custodial platforms and complementary wealth-tech products and its modern product design offer simplicity in user experience combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox CRM to help them serve clients, streamline operations and grow their businesses.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
FAQs/Forum
Email/Help Desk

Training options

Live Online
Webinars
Documentation
Videos

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Why am I seeing this?

Wealthbox pricing information

Value for money

4.8

/5

144

Starting from

59

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Wealthbox features

Functionality

4.4

/5

144

Total features

34

1 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
API
Alerts/Notifications
Data Import/Export
Reporting & Statistics
Mobile Access
Email Marketing

Functionality contenders

Wealthbox users reviews

Overall Rating

4.7

/5

144

Positive reviews

98

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.17/10
Rating distribution

5

4

3

2

1

104

37

3

0

0

Pros
For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be helpful for growing firms as well.
I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.
It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen. Very nice addition to the CRM space.
Cons
When compared to other programs, it's difficult to find dislikes.
The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).
Mailmerge fields are limited, as are integrations with the other platforms we use.

Overall rating contenders

RI
AvatarImg

Rick I.

Financial advisor/owner

Financial Services, 1-10 employees

Review source

Overall Rating

Best CRM available for financial advisory practices!

Reviewed 3 years ago

Transcript

Rick I: Hi, my name's Rick. I'm a Financial Advisor and I gave Wealthbox a five star rating. For more...

AvatarImg

Verified reviewer

Financial Services, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Wealthbox CRM is excellent

Reviewed 2 years ago

Very good product for the price and features you receive

Pros

User friendly interface with plenty of integrations

Cons

Dashboard for each client could be a lot better

MM
AvatarImg

Matthewe M.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Beauty in Simplicity

Reviewed 3 years ago

I have gone to three other CRMs in the last 5 years (not by choice( and I always come back.

Pros

It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication.

Cons

The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them.

MA
AvatarImg

Mark A.

Financial Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Wealthbox Review

Reviewed 3 years ago

It has been ok but I must say that Wealthbox needs to improve to be on the same level as Redtail

Pros

Has a lot of great features that brings most of the client's information to quick and easy access.

Cons

Lack of easy access to customer service. Not having a direct phone line for service is definitely a HUGE disappointment. Some of the functionality needs to be updated as well.

JP
AvatarImg

Jack P.

Financial Services, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Field Tested

Reviewed 3 years ago

I can describe my overall experience like this. I was a user of Redtail for almost two decades. I switched to Wealthbox when I went independent. I wish I had switched to Wealthbox 19-years earlier.

Pros

Wealthbox is extremely easy to implement right out of the box. Customization is relatively simple. For most solo practitioners or small team, Wealthbox is really all you need.

Cons

Support is good but, slow. No user groups to bounce ideas and experiences off. No pre-made templates, which could be useful for customization.

AP
AvatarImg

Andy P.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

The Best CRM Available

Reviewed 3 years ago

From day 1 when we started the free trial, it's been outstanding! Email support is fast and always helpful. I've used two other CRMs and WB is far superior to both of them.

Pros

WB helps me manage every aspect of my business relating to clients. It's so simple to use. I absolutely love the integrations that are available. The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!

Cons

I can't think of hardly anything I don't like. I think the only negative is that I'd like it to be much simpler for me to notify staff of an update in WB. Right now, I have to put in my notes, click notify, and then scroll through my staff to find who to notify.

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