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At a Glance
Market Segments
Small-Business (50.0% of reviews)
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$59.00 Per Month
AdvisorEngine
Star Rating
(10)4.2 out of 5
Market Segments
Small-Business (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about AdvisorEngineWealthbox CRM
Star Rating
(105)4.6 out of 5
Market Segments
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Wealthbox CRM excels in ease of use with a score of 9.3, making it a favorite among small businesses for its intuitive interface, while AdvisorEngine, with a score of 8.1, is noted for having a steeper learning curve.
- Reviewers mention that Wealthbox CRM's customizable reporting features are highly praised, allowing users to tailor reports to their specific needs, whereas AdvisorEngine's reporting capabilities, scoring 7.8, are seen as less flexible and more rigid.
- G2 users highlight Wealthbox CRM's superior customer support, scoring 8.8, with many noting the effectiveness of its case management and knowledge base, while AdvisorEngine's support, scoring 8.3, is described as adequate but lacking in responsiveness.
- Users on G2 report that Wealthbox CRM's automation features, particularly in task management, score a high 9.0, making it easier for users to streamline their workflows, while AdvisorEngine's automation features, scoring 8.3, are seen as less comprehensive.
- Reviewers say that Wealthbox CRM's dashboard functionality, with a score of 8.7, provides a clear and user-friendly overview of key metrics, while AdvisorEngine's dashboard, scoring 7.8, is considered less visually appealing and harder to navigate.
- Users report that Wealthbox CRM's integration capabilities, particularly with pre-built connectors scoring 8.2, allow for seamless connectivity with other tools, whereas AdvisorEngine's integration options, scoring 7.5, are viewed as limited and less versatile.
Pricing
Entry-Level Pricing
AdvisorEngine
No pricing availableWealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
AdvisorEngine
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
9.0
8
9.1
80
Ease of Use
8.1
8
9.3
80
Ease of Setup
Not enough data
8.8
26
Ease of Admin
Not enough data
9.5
18
Quality of Support
8.3
8
8.9
78
Has the product been a good partner in doing business?
Not enough data
9.4
18
Product Direction (% positive)
8.5
8
8.8
69
Features by Category
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Interoperability
7.5
6
8.3
47
Agentic AI - Robo-Advisory
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.3
6
7.9
51
Platform Additional Functionality
7.5
6
8.3
47
7.8
6
8.8
59
8.1
6
8.7
50
8.3
6
8.5
53
8.1
6
7.7
38
Platform Reporting and Analytics
7.8
6
7.4
51
8.1
6
6.3
32
Customer Support
8.1
6
8.4
48
7.8
6
8.3
47
8.3
6
8.4
50
8.6
6
8.2
35
Marketing Automation
8.1
6
7.1
30
7.8
6
7.8
43
7.5
6
6.6
30
Sales Force Automation
7.8
6
7.9
50
7.8
6
9.1
53
7.5
6
6.7
23
7.8
6
6.8
21
8.3
6
7.7
25
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
AdvisorEngine is categorized as Robo-Advisory and Investment Portfolio Management
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
50.0%
Information Technology and Services
20.0%
Consulting
10.0%
Management Consulting
10.0%
Hospital & Health Care
10.0%
Other
0.0%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
AdvisorEngine has no discussions with answers
What does wealthbox do?
4 Comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 Comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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