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Wealthbox Reviews for 2025

Modern CRM for Financial Advisors.
User Score:
4.6/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

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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

Starting From:
$ 49 /month
Pricing Model: Subscription
This tool has four plans/ Basic for 49 USD, Pro for 65 USD, Premier for 89 USD,and Enterprise for a customizable pricing plan. For more info check it on their website.
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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

4.6/5
Based on 2,433 user reviews across the web
AI-powered Insight: This summary represents a comprehensive analysis of user reviews and opinions found across the web, including G2, Capterra, TrustPilot, and other review platforms. Our AI aggregates sentiment and identifies key themes from verified user feedback.
What users love most
  • 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​​.

  • Customization

    Users appreciate the platform’s customization options, particularly for workflows, although there are calls for even more flexibility​​​​.

  • 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​​.

  • Customer Support

    Wealthbox’s customer support receives high marks for being helpful and responsive, contributing to a smooth onboarding experience and ongoing support​​.

  • Intuitive Design

    The software is found to be intuitive and well integrated, enhancing the user experience, especially when compared to competitors like Redtail CRM​​.

Areas for Improvement
  • Workflow Automation

    While workflows are a strong point, there’s a desire for more automation capabilities, such as automatic email sending without external integrations​​.

  • Functionality Tweaks

    Users have pointed out the need for functionality improvements, such as mass updating tasks and enhanced contact information integration with other software​​.

  • Customization Limits

    Despite its flexibility, some users seek further customization options to make the platform even more adaptable to their specific processes​​.

  • iOS App Experience

    The iOS app, although functional, is perceived to lack some of the desktop version’s ease of use​​.

  • 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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Wealthbox vs. Similar Products

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