Wealthbox

4.7 (144)
Write a Review!
Wealthbox is CRM you’ll actually enjoy.

Overall rating

4.7 /5
(144)
Value for Money
4.8/5
Features
4.4/5
Ease of Use
4.8/5
Customer Support
4.5/5

98%
recommended this app
Sort by

144 Reviews

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Better Than Expected

Reviewed on 2021/09/02

Wealthbox definitely has room for improvement in the area of searching and email management. Still,...

Wealthbox definitely has room for improvement in the area of searching and email management. Still, it is easier to use and, in general, is more capable than its main competitor, Redtail. I also like how most of their integrations are better than Redtail. I believe that Wealthbox will only get better over time as they've always been cloud-based and don't carry around legacy on-premises code.

Pros

Microsoft 365 email and calendar integration.
Email tracking when sent from Wealthbox.
Orion Integration
Charles Schwab Integration
iOS App (compared to Redtail)
Email templates
Notes templates
Can associate an email regarding a client record if it is not to/from a client.
Email associated users without the need of hosting another domain and all the setup.
Born in the cloud software. Unlike their main competitor, Redtail, Wealthbox is designed from the beginning with integrations and APIs.

Cons

Cannot do boolean searches
Cannot search the entire database
No phone support
It costs more than Redtail
It does not calculate AUM.
Email formatting in Wealthbox is very limited.
Email inbox cannot sync folders.
Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.

Clark
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Wealthbox is Simple and Effective

Reviewed on 2021/09/03

They are a good company to partner with. They are always very responsive when I have questions or...

They are a good company to partner with. They are always very responsive when I have questions or concerns (which does not happen often, fortunately).

Pros

Wealthbox is very intuitive. I have used other CRM Software that is cumbersome and wanted something simpler without sacrificing usability ... Wealthbox fit the need. And, it is very affordable.

Cons

While Wealthbox is constantly adding functionality with other software providers, they have not yet been able to connect one that I use daily and would be extremely happy to have. The desktop is very good, while the Android app is not nearly as useful.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Wealthbox

RedTail was too cumbersome and more expensive to boot.

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

Salesforce was EXTREMELY expensive for a small firm like mine.
Mark
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Wealthbox Review

Reviewed on 2021/09/08

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

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.

Rick
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Choosing a CRM!

Reviewed on 2021/09/02

Excellent.

Excellent.

Pros

Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my assistant to develop our processes.

Cons

The phone app sometimes does not cooperate quickly. Meeting reminder to the client has a mind of its own on occasion. Could use some additional features on the advisor dashboard, for example, total AUM within my client base.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Wealthbox

Redtail had and has some issues with client meeting alerts and ease of use.

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

Ease of use, tech group will add new ideas, costs, services offered to help grow my practice and assist in the organization of our client information.
Sally
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent CRM Platform for a Growing RIA

Reviewed on 2021/09/03

Wealthbox has given our firm organization with client management. The ability to take notes and set...

Wealthbox has given our firm organization with client management. The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals. We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney.

Pros

Wealthbox is extremely user-friendly and it's easy to use. The ability to link future tasks to client accounts is the most useful tool in my opinion.

Cons

The task list needs some improvement. I wish that it had features similar to Monday.com so that the team can easily know what everyone is working on, what we are stuck on etc. They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we aren't interested in using.

Alternatives Considered

Salesforce Sales Cloud and Redtail CRM

Reasons for Switching to Wealthbox

Easy to adopt, easy to use, easy to maintain + cost
Andy
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Best CRM Available

Reviewed on 2021/09/02

From day 1 when we started the free trial, it's been outstanding! Email support is fast and always...

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.

Jack
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Field Tested

Reviewed on 2021/09/02

I can describe my overall experience like this. I was a user of Redtail for almost two decades. I...

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.

Alternatives Considered

Zoho CRM

Reasons for Choosing Wealthbox

1. Ease of use. 2. More appealing and intuitive environment. 3. Less money.

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

See above
Zane
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game Changer!

Reviewed on 2021/09/02

Wealthbox has truly become the center of doing day to day work. All client data is in one accessible...

Wealthbox has truly become the center of doing day to day work. All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox. It has allowed us to connect some systems that were previously all independent of each other.

All staff are extremely helpful, especially [SENSITIVE CONTENT]!

Pros

Easy customizations and ready to integrate with other softwares.

Cons

Workflows are great, but there aren't abilities to automate certain steps (i.e. automatically sending template emails) without relying on outside integrations.

Alternatives Considered

Financial Services Cloud and AdvisorEngine

Reasons for Choosing Wealthbox

Limited integrations, either in their functionality or availability. Difficult to navigate in the day to day use.

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

Performance and ability to customize at an excellent price point.
Barry
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Wealthbox Review

Reviewed on 2021/09/02

The experience has been very good, and the service has been equally good. The challenge was...

The experience has been very good, and the service has been equally good. The challenge was bringing the data over from ACT in the beginning. That was sloppy, costly , and inefficient. This was primarily due to the nature of ACT and their making the software cumbersome.

Pros

The natural ability to use for financial services is very helpful. Additionally, the integration of services like Holistiplan and FP Pathfinder, as well as vendors like TD Ameritrade make this a good fit for my business.

Cons

The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools offered, which would save money.

Bruce
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Review of Wealthbox

Reviewed on 2021/09/02

The overall experience is very good. The onboarding to the platform from RedTail was easy and the...

The overall experience is very good. The onboarding to the platform from RedTail was easy and the customer support was excellent. There hasn't been many upgrades and it would be helpful to be a bit more innovative and forward looking.

Pros

The ease of use and the accessibility of the platform through the app on my iphone.

Cons

It would be helpful if we could customize some of the fields to adapt to our specific needs. At times its not as intuitive as it needs to be.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Wealthbox

RedTail was rather old school and the feel and use was a bit of early 2000's

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

Salesforce was more robust for our needs.
Chris
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM for the buck

Reviewed on 2021/09/02

I love wealthbox. I use it every day and find it a great place to track the status of tasks/projects...

I love wealthbox. I use it every day and find it a great place to track the status of tasks/projects and contact information.

Pros

I used WBox's competitors in the past and have found that they all have pros and cons, but WBox is by far the best software that is up and coming to become a market leader. They are the best in tracking lots of information about the clients that are relevant.

Cons

There are a couple of functionality tweaks (such as how information is plugged in), that does not permit as many customizations as would be ideal as well as mass updating tasks rather than onesy twosie updating the due dates or assigned to segments. Contact information does not integrate into any other software.

Alternatives Considered

Dynamics 365 and Salesforce Sales Cloud

Reasons for Choosing Wealthbox

I found that RedTail specifically has ZERO customizability which was incredibly frustrating.

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

Ease of use and customizability
Tammy
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Easy to use! Room for improvement

Reviewed on 2021/09/03

We do everything in Wealthbox and it's very important to our business. We've experienced good...

We do everything in Wealthbox and it's very important to our business. We've experienced good customer service and WB is easy to use.

Pros

Ease of use.
Able to tag a client without going in their profile, no complicated steps, great functionality.
The look of it is sleek and simple.
User friendly

Cons

Lack of updates and ability to customize as much as we need.
When multiple tabs of Wealthbox are open sometimes the information we add to a profile doesn't update.

Alternatives Considered

Redtail CRM

Reasons for Choosing Wealthbox

better functionality

Reasons for Switching to Wealthbox

More user friendly, less complicated, less expensive for multiple users
Mike
Overall rating
  • Industry: Investment Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wealthbox Works

Reviewed on 2021/09/08

Excellent product, ease of use, affordable, trainable and it is simple and gets the job done!

Excellent product, ease of use, affordable, trainable and it is simple and gets the job done!

Pros

It is very instinctive and easy to train personnel. The entire firm uses it daily and it improves efficiency and drive customer service up.

Cons

We can't transfer data between workspaces.

Thomas
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Wealthbox

Reviewed on 2021/09/02

Pros

Ease of use! Very easy to learn how to use it properly and designed easy to the eye.

Cons

It is on the expensive side compared to other CRMs in the industry.

Alan
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very happy with Wealthbox in a small wealth management advisory

Reviewed on 2021/09/03

Wealthbox has been one of the easier vendors with whom we work. The initial sale and implementation...

Wealthbox has been one of the easier vendors with whom we work. The initial sale and implementation process was smooth and trouble-free. Our greatest hesitation was the of telephone support. However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short period of time. Or initial response from them (not that there have been many situations needing support) has never been greater than 10 minutes for an initial email reply.

Pros

Wealthbox is user friendly with visual identifiers using both icons and color-coding to represent various activities. The learning curve on the software is very short. There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname). The software also integrates with most of the other software applications we use including our custodian's (TD Ameritrade) platform and our portfolio management platform (Orion).

Cons

While the software has a Notes functionality, it has limited ability to create a note filing system comparable to OneNote.

Babette
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM Ever for Financial Advisors

Reviewed on 2021/09/03

We hated the clunky CRM we had been using and found Wealthbox. This software solved all our...

We hated the clunky CRM we had been using and found Wealthbox. This software solved all our problems, we made sure it worked with all our current integrations and we started the process of onboarding and migration. It was easy and was finished over a weekend with no problems. We love Wealthbox.

Pros

Wealthbox is the most intuitive, easiest to use, and has more useful features than the old Redtail CRM we used. It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work experience.

Cons

Wealthbox integrates with Google Workplace Gmail and my only complaint is the speed of the integration. It can be a little slow at times, but for the most part the pluses out weigh this issue.

Neil
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent CRM - Highly Recommended

Reviewed on 2021/09/03

Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizi...

Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need to be executed for my clients.

Pros

Wealthbox is truly central to the way I operate my financial planning practice. It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration). They seem to have a good focus on the most important things needed to run a practice and do not get bloated down by non-essential features. I highly recommend any CRM shoppers to consider this product.

Cons

There is nothing that is essential that is missing from this software from my point of view. Improvements can always be made, perhaps with the reporting capabilities and field customizations. But I have not found anything that slows me down.

Matthew
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

One Stop Shop

Reviewed on 2021/09/08

Wealthbox really helped me orgainze my workflows (or actually formalize them for that matter). I...

Wealthbox really helped me orgainze my workflows (or actually formalize them for that matter). I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts across multiple team members.

Pros

Wealthbox integrates seamlessly with every other software that I use on a daily basis. It acts as the hub for my daily tasks. The fact that it is web-based like all my other software is a huge plus as well.

Cons

No software is without it's quirks, but online support is usually quick to remedy. It would be nice if there was a phone number to dial for support.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Excellent software, but limited for UK advisers

Reviewed on 2021/09/08

Pros

Ease of use - able to get set up and work within the system with limited training

Cons

The lack of willingness to take the needs of UK financial advisers into account

Rachael
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great CRM tool at a reasonable price!

Reviewed on 2021/09/03

It's been an important piece of my overall tech stack. I still need to add on other programs in...

It's been an important piece of my overall tech stack. I still need to add on other programs in order to accomplish everything I do for my clients, but I am hoping that Wealthbox will be able take over some of those functions in the future.

Pros

It's easy to get up and going with Wealthbox. It's basic features like notes, tasks, and calendar are simple and intuitive compared with other CRMs.

Cons

I would like the workflows to have more automation built into them. It's helpful to be reminded of tasks I need to complete as part of a workflow, but it would be more helpful if Wealthbox integrated more with my other tools to actually complete some tasks for me automatically.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Wealthbox for a Solo Advisor

Reviewed on 2021/09/03

Pros

Wealthbox is a straightforward, affordable, yet powerful CRM for financial advisors. I love the fact that it is web-based and that it integrates well with other software platforms.

Cons

Some additional integrations and more reliable and intuitive reporting tools would be nice.

Rhys
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Super Intuitive

Reviewed on 2021/09/03

Pros

This CRM is so easy to use and customize. Works great for teams too. I recommend Wealthbox on a regular basis.

Cons

I would like to be able to customize the layout but that Nora currently an option.

Alternatives Considered

Redtail CRM

Switched From

Maximizer CRM

Reasons for Switching to Wealthbox

So easy to set up and use.
Joseph
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Finally found what we were looking for!!

Reviewed on 2021/09/03

Pros

From integration to ease of use Wealthbox has it all. We have tried numerous other products in the past but always seemed to be chasing out tails. With Wealthbox we were up and running in no time.

Cons

Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even mention them. We have yet to find anything that was a problem in our everyday use.

Chelsea
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Makes my life easier

Reviewed on 2021/09/02

The system is so easy to use and get started.

The system is so easy to use and get started.

Pros

I love that everything integrates so smoothly into Wealthbox. Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.

Cons

No issues with this software. Everything works just as we had hoped.

Alternatives Considered

Smarsh

Reasons for Choosing Wealthbox

Ease of use

Switched From

Redtail CRM

Reasons for Switching to Wealthbox

Ease of use and cost
Matt
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wealthbox is the Best!!

Reviewed on 2021/09/02

The email updates are the best for me when traveling it give me the contact info and I can call...

The email updates are the best for me when traveling it give me the contact info and I can call without logging in. IT stream lines my day.

Pros

I love Wealthbox, easy to read. I love the Birthday updates to my email address. Wealthbox is flexible they they have added columns or categories for me to match my business

Cons

I wish it partnered with my financial planning custodians like others do.