# Top 10 Wealthbox CRM Alternatives & Competitors **Average Rating:** 4.6/5 **Total Number of Reviews:** 109 Explore the best alternatives to Wealthbox CRM for users who need new software features or want to try different solutions. Financial Services CRM Software is a widely used technology, and many people are seeking time saving, popular software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to Wealthbox CRM include customization and integration. The best overall Wealthbox CRM alternative is Agentforce Financial Services (formerly Salesforce Financial Services Cloud). Other similar apps like Wealthbox CRM are Practifi, Redtail Technology, AdvisorEngine CRM, and SmartOffice. Wealthbox CRM alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [CRM Software](https://www.g2.com/categories/crm) or [Online Appointment Scheduling Software](https://www.g2.com/categories/online-appointment-scheduling). ## Best Paid & Free Alternatives to Wealthbox CRM - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - [GReminders](https://www.g2.com/products/greminders/reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) ## Top 10 Alternatives to Wealthbox CRM Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Wealthbox CRM stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Investment Management, and Insurance, and find the best product for your business. ### 1. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By Salesforce **Average Rating:** 4.3/5 **Total Reviews:** 227 Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication. Reviewers say compared to Wealthbox CRM, Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is: - Slower to reach roi - More expensive Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm), [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [Wealthbox CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) **Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:** - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Practifi](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs SmartOffice](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-smartoffice) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs GReminders](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-greminders) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Zocks](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-zocks) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Lead Management](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Merchant Central by NMI](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) ### 2. [Practifi](https://www.g2.com/products/practifi/reviews) By Practifi **Average Rating:** 4.3/5 **Total Reviews:** 79 Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology. Reviewers say compared to Wealthbox CRM, Practifi is: - Slower to reach roi - More expensive Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm), [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [Wealthbox CRM vs Practifi](https://www.g2.com/compare/practifi-vs-wealthbox-crm) **Compare Practifi with other alternatives:** - [Practifi vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) - [Practifi vs Redtail Technology](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Practifi vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-practifi) - [Practifi vs SmartOffice](https://www.g2.com/compare/practifi-vs-smartoffice) - [Practifi vs Maximizer](https://www.g2.com/compare/maximizer-vs-practifi) - [Practifi vs GReminders](https://www.g2.com/compare/greminders-vs-practifi) - [Practifi vs Zocks](https://www.g2.com/compare/practifi-vs-zocks) - [Practifi vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-practifi) - [Practifi vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) ### 3. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) By Orion Advisor Tech **Average Rating:** 4.3/5 **Total Reviews:** 268 Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Reviewers say compared to Wealthbox CRM, Redtail Technology is: - Slower to reach roi - More expensive Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Wealthbox CRM vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Redtail Technology vs Practifi](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Redtail Technology vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-redtail-technology) - [Redtail Technology vs SmartOffice](https://www.g2.com/compare/redtail-technology-vs-smartoffice) - [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs GReminders](https://www.g2.com/compare/greminders-vs-redtail-technology) - [Redtail Technology vs Zocks](https://www.g2.com/compare/redtail-technology-vs-zocks) - [Redtail Technology vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology) - [Redtail Technology vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) ### 4. [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) By Junxure **Average Rating:** 4.0/5 **Total Reviews:** 26 AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features and Functionality: - Growth Tools: Capture and manage prospects effortlessly with customizable web forms that integrate directly into your website, requiring no coding. Automated scheduling and communication tools ensure timely follow-ups and engagement. - Contact Management: Centralize client information with detailed profiles, including financial data and interaction history. Integration with Microsoft Office 365 and Google allows for seamless email and calendar management within the CRM. - Practice Management: Automate tasks and workflows to enhance operational efficiency. Utilize templated and customizable workflows, service monitors, and powerful audit trails to ensure consistent client service and compliance. - Dashboards: Leverage data visualization dashboards that provide real-time insights into key business metrics, enabling informed decision-making and performance tracking. - Administrative Tools: Manage user access and data entitlements with enhanced security features, including two-factor authentication and IP restrictions. Efficiently handle data management tasks with easy-to-use tools and support. Primary Value and Solutions Provided: AdvisorEngine CRM addresses the specific challenges faced by financial advisors by offering a platform that integrates client management, workflow automation, and data analytics. It reduces time spent on administrative tasks, enhances client engagement through personalized service, and provides actionable insights to drive business growth. By centralizing client information and automating routine processes, advisors can deliver a higher standard of service, improve operational efficiency, and focus on building and maintaining strong client relationships. Reviewers say compared to Wealthbox CRM, AdvisorEngine CRM is: - More expensive - Easier to do business with Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Wealthbox CRM vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-wealthbox-crm) **Compare AdvisorEngine CRM with other alternatives:** - [AdvisorEngine CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/advisorengine-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [AdvisorEngine CRM vs Practifi](https://www.g2.com/compare/advisorengine-crm-vs-practifi) - [AdvisorEngine CRM vs Redtail Technology](https://www.g2.com/compare/advisorengine-crm-vs-redtail-technology) - [AdvisorEngine CRM vs SmartOffice](https://www.g2.com/compare/advisorengine-crm-vs-smartoffice) - [AdvisorEngine CRM vs Maximizer](https://www.g2.com/compare/advisorengine-crm-vs-maximizer) - [AdvisorEngine CRM vs GReminders](https://www.g2.com/compare/advisorengine-crm-vs-greminders) - [AdvisorEngine CRM vs Zocks](https://www.g2.com/compare/advisorengine-crm-vs-zocks) - [AdvisorEngine CRM vs Lead Management](https://www.g2.com/compare/advisorengine-crm-vs-total-expert-lead-management) - [AdvisorEngine CRM vs Merchant Central by NMI](https://www.g2.com/compare/advisorengine-crm-vs-merchant-central-by-nmi) ### 5. [SmartOffice](https://www.g2.com/products/smartoffice/reviews) By Zinnia **Average Rating:** 3.7/5 **Total Reviews:** 28 CRM system for Insurance and Financial Services Reviewers say compared to Wealthbox CRM, SmartOffice is: - Slower to reach roi - More expensive Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Wealthbox CRM vs SmartOffice](https://www.g2.com/compare/smartoffice-vs-wealthbox-crm) **Compare SmartOffice with other alternatives:** - [SmartOffice vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-smartoffice) - [SmartOffice vs Practifi](https://www.g2.com/compare/practifi-vs-smartoffice) - [SmartOffice vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-smartoffice) - [SmartOffice vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-smartoffice) - [SmartOffice vs Maximizer](https://www.g2.com/compare/maximizer-vs-smartoffice) - [SmartOffice vs GReminders](https://www.g2.com/compare/greminders-vs-smartoffice) - [SmartOffice vs Zocks](https://www.g2.com/compare/smartoffice-vs-zocks) - [SmartOffice vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-smartoffice) - [SmartOffice vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-smartoffice) ### 6. [Maximizer](https://www.g2.com/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 671 The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Reviewers say compared to Wealthbox CRM, Maximizer is: - Slower to reach roi - More expensive Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Wealthbox CRM vs Maximizer](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) **Compare Maximizer with other alternatives:** - [Maximizer vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Maximizer vs Practifi](https://www.g2.com/compare/maximizer-vs-practifi) - [Maximizer vs Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Maximizer vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-maximizer) - [Maximizer vs SmartOffice](https://www.g2.com/compare/maximizer-vs-smartoffice) - [Maximizer vs GReminders](https://www.g2.com/compare/greminders-vs-maximizer) - [Maximizer vs Zocks](https://www.g2.com/compare/maximizer-vs-zocks) - [Maximizer vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer) - [Maximizer vs Merchant Central by NMI](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) ### 7. [GReminders](https://www.g2.com/products/greminders/reviews) By Greminders **Average Rating:** 4.6/5 **Total Reviews:** 695 Never have one of your customers forget an appointment. Reviewers say compared to Wealthbox CRM, GReminders is: - Slower to reach roi - More expensive - Better at support Categories in common with Wealthbox CRM: [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [Wealthbox CRM vs GReminders](https://www.g2.com/compare/greminders-vs-wealthbox-crm) **Compare GReminders with other alternatives:** - [GReminders vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-greminders) - [GReminders vs Practifi](https://www.g2.com/compare/greminders-vs-practifi) - [GReminders vs Redtail Technology](https://www.g2.com/compare/greminders-vs-redtail-technology) - [GReminders vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-greminders) - [GReminders vs SmartOffice](https://www.g2.com/compare/greminders-vs-smartoffice) - [GReminders vs Maximizer](https://www.g2.com/compare/greminders-vs-maximizer) - [GReminders vs Zocks](https://www.g2.com/compare/greminders-vs-zocks) - [GReminders vs Lead Management](https://www.g2.com/compare/greminders-vs-total-expert-lead-management) - [GReminders vs Merchant Central by NMI](https://www.g2.com/compare/greminders-vs-merchant-central-by-nmi) ### 8. [Zocks](https://www.g2.com/products/zocks/reviews) By Zocks **Average Rating:** 4.8/5 **Total Reviews:** 481 AI Assistant for Financial Advisors Reviewers say compared to Wealthbox CRM, Zocks is: - Slower to reach roi - More expensive - Easier to do business with Categories in common with Wealthbox CRM: [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [Wealthbox CRM vs Zocks](https://www.g2.com/compare/wealthbox-crm-vs-zocks) **Compare Zocks with other alternatives:** - [Zocks vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-zocks) - [Zocks vs Practifi](https://www.g2.com/compare/practifi-vs-zocks) - [Zocks vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-zocks) - [Zocks vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-zocks) - [Zocks vs SmartOffice](https://www.g2.com/compare/smartoffice-vs-zocks) - [Zocks vs Maximizer](https://www.g2.com/compare/maximizer-vs-zocks) - [Zocks vs GReminders](https://www.g2.com/compare/greminders-vs-zocks) - [Zocks vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-zocks) - [Zocks vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-zocks) ### 9. [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 157 Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. Reviewers say compared to Wealthbox CRM, Lead Management is: - Slower to reach roi - More expensive Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Wealthbox CRM vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-wealthbox-crm) **Compare Lead Management with other alternatives:** - [Lead Management vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management) - [Lead Management vs Practifi](https://www.g2.com/compare/total-expert-lead-management-vs-practifi) - [Lead Management vs Redtail Technology](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology) - [Lead Management vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-total-expert-lead-management) - [Lead Management vs SmartOffice](https://www.g2.com/compare/total-expert-lead-management-vs-smartoffice) - [Lead Management vs Maximizer](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer) - [Lead Management vs GReminders](https://www.g2.com/compare/greminders-vs-total-expert-lead-management) - [Lead Management vs Zocks](https://www.g2.com/compare/total-expert-lead-management-vs-zocks) - [Lead Management vs Merchant Central by NMI](https://www.g2.com/compare/total-expert-lead-management-vs-merchant-central-by-nmi) ### 10. [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) By NMI **Average Rating:** 4.6/5 **Total Reviews:** 100 Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. Reviewers say compared to Wealthbox CRM, Merchant Central by NMI is: - Slower to reach roi - More expensive - Better at support Categories in common with Wealthbox CRM: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Wealthbox CRM vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) **Compare Merchant Central by NMI with other alternatives:** - [Merchant Central by NMI vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Practifi](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Merchant Central by NMI vs Redtail Technology](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Merchant Central by NMI vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs SmartOffice](https://www.g2.com/compare/merchant-central-by-nmi-vs-smartoffice) - [Merchant Central by NMI vs Maximizer](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs GReminders](https://www.g2.com/compare/greminders-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Zocks](https://www.g2.com/compare/merchant-central-by-nmi-vs-zocks) - [Merchant Central by NMI vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-merchant-central-by-nmi) ## Explore Articles - [Best software for tracking construction resource allocation](https://www.g2.com/discussions/best-software-for-tracking-construction-resource-allocation) - [Which solution supports both live and pre-recorded interviews?](https://www.g2.com/discussions/which-solution-supports-both-live-and-pre-recorded-interviews) - [Top user research software for SaaS companies](https://www.g2.com/discussions/top-user-research-software-for-saas-companies) - [What is the leading security compliance software for mobile use](https://www.g2.com/discussions/what-is-the-leading-security-compliance-software-for-mobile-use) - [Which financial audit platforms provide regulatory update support and maintain compliance with changing audit standards?](https://www.g2.com/discussions/which-financial-audit-platforms-provide-regulatory-update-support-and-maintain-compliance-with-changing-audit-standards) - [What is the top-rated incident management software for enterprise IT teams?](https://www.g2.com/discussions/what-is-the-top-rated-incident-management-software-for-enterprise-it-teams) ## Spotlight Categories - [Product Lifecycle Management (PLM) Software](https://www.g2.com/categories/product-lifecycle-management-plm) - [Electronic Data Interchange (EDI) Software](https://www.g2.com/categories/electronic-data-interchange-edi) - [Data Observability Software](https://www.g2.com/categories/data-observability)