1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [Wealthbox CRM Discussions](https://www.g2.com/products/wealthbox-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") ](/products/wealthbox-crm/reviews) [ Wealthbox CRM ](/products/wealthbox-crm/reviews) (109)4.6/5 Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com. Show More * * * ### 77.0 Nps Score Already have Wealthbox CRM? ### All Wealthbox CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 2 years ago More Options - [ # What improvements would you suggest for Wealthbox CRM to better meet your financial advisory needs? ](/discussions/what-improvements-would-you-suggest-for-wealthbox-crm-to-better-meet-your-financial-advisory-needs) What improvements would you suggest for Wealthbox CRM to better meet your financial advisory needs? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.&title=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Wealthbox+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%0aAsk+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.&title=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Wealthbox+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%0aAsk+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.&title=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Wealthbox+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%0aAsk+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.&title=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Wealthbox+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%0aAsk+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 4 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.&title=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Wealthbox+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Wealthbox+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%0aAsk+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Wealthbox+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%0aAsk+Wealthbox+CRM+questions+and+get+answers+from+expert+users+in+our+Wealthbox+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/wealthbox-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Product Avatar Image") ### Have you used Wealthbox CRM before? Answer a few questions to help the Wealthbox CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fwealthbox-crm%2Fdiscuss%3Fsmall_ask%3Dwealthbox-crm) No ## Top Contributors in Wealthbox CRM 1 ![Art H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Art H.") AH Loading... ### [Art H.](https://www.g2.com/users/121c90f2-b50b-45a8-8d08-9d2cc3d466da "Art H.") Branch Office Manager/Investment Advisor Representative 1 pt 2 ![Babette S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Babette S.") BS Loading... ### [Babette S.](https://www.g2.com/users/74731a6a-1cc5-42c3-85fd-36ee16f4bba3 "Babette S.") vice president operations 1 pt 3 JH Loading... ### [Joel H.](https://www.g2.com/users/9d793cb7-99bc-4e88-8eca-92ac6ed3ca9a "Joel H.") Tax and Financial Advisor 1 pt 4 AP Loading... ### [Andy P.](https://www.g2.com/users/e024b355-36c2-4462-8645-a8b46672e0ac "Andy P.") Owner/Financial Advisor 1 pt