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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.

Found in these Categories

Best For

Modern CRM for Financial Advisors.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website

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.

  • 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
  • Search/Filter

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Global Average Score
  • 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​​.


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.

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