Wealthbox Reviews

& Product Details

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.

Best For

Modern CRM for Financial Advisors.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
FreeloCZ
Located In
United States
Website
wealthbox.com

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Wealthbox Pricing

Starting from:

$49 /month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

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.

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

Additional Features

For Financial Institutions
Relationship Tracking
Third Party Integrations
CRM
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Additional Features Show Less Features

Global Buzz: Wealthbox at a glance

4.6

Global Average Score

Score4.59/5

Reviews2,433

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.

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.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.