Wealthbox Reviews for 2025
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What is Wealthbox?
Wealthbox is an advanced Customer Relationship Management (CRM) platform designed specifically for financial advisors. The platform boasts of being user-friendly, requiring no training, and being both powerful and visually appealing.
The platform offers a wide range of features, including contact management, email integration via Wealthbox Mail, opportunity management, customizable workflows, activity streams, task creation and assignment, calendar synchronization, and dynamic CRM reporting. Additionally, Wealthbox seamlessly integrates with over 100 leading custodial platforms and wealth-tech applications.
The website also provides resources such as live demos, video tutorials, and product tours for users to get acquainted with the platform’s capabilities.
Found in these Categories
Best For
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
Wealthbox Pricing
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Wealthbox Features
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customizable Forms
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Templates
- Email Marketing
- Interaction Tracking
- Lead Capture
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting & Statistics
- Task Management
- Template Management
- Workflow Management
- For Financial Institutions
- Relationship Tracking
- Third Party Integrations
- CRM
- Search/Filter
User Sentiment - Wealthbox Reviews
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Ease of Use and Integration
Wealthbox is praised for its straightforward interface and the seamless integration with other software, making it the center of day-to-day operations for many financial services firms.
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Customization
Users appreciate the platform’s customization options, particularly for workflows, although there are calls for even more flexibility.
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Value for Money
The CRM offers good value, combining robust functionality with an affordable price point, making it an attractive option for small to medium-sized firms.
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Customer Support
Wealthbox’s customer support receives high marks for being helpful and responsive, contributing to a smooth onboarding experience and ongoing support.
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Intuitive Design
The software is found to be intuitive and well integrated, enhancing the user experience, especially when compared to competitors like Redtail CRM.
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Workflow Automation
While workflows are a strong point, there’s a desire for more automation capabilities, such as automatic email sending without external integrations.
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Functionality Tweaks
Users have pointed out the need for functionality improvements, such as mass updating tasks and enhanced contact information integration with other software.
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Customization Limits
Despite its flexibility, some users seek further customization options to make the platform even more adaptable to their specific processes.
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iOS App Experience
The iOS app, although functional, is perceived to lack some of the desktop version’s ease of use.
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Innovation and Upgrades
A call for more regular updates and innovations to keep the platform at the forefront of CRM technology has been mentioned.
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Wealthbox Company Details
Company Name
FreeloCZ
Headquarters
United States
Website
wealthbox.com
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