--- title: Wealthbox CRM Reviews meta_title: 'Wealthbox CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 109 reviews by the users' company size, role or industry to find out how Wealthbox CRM works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 109 scale: '5' date_modified: '2026-07-12' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Wealthbox CRM Reviews **Vendor:** Wealthbox **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 109 ## About Wealthbox CRM 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. ## Wealthbox CRM Reviews ### 1. Easy to use and keeps you organized and on track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Wealthbox CRM?** If you can use Facebook, you will love Wealthbox. Easy of use, integrates with other programs, ability to create detailed workflows, contact lists and tasks. **What do you dislike about Wealthbox CRM?** Can not integrate calendars for 2 different user accounts. **What problems is Wealthbox CRM solving and how is that benefiting you?** The ability to communicate with coworkers. With Wealthbox workflows you can assign tasks to groups of people so easily. This keeps errors at bay and things do not slip through the cracks. Everyone in office knows exactly what is going on , where processes are and when tasks are complete. Easily to use calendar and love the way emails are saved automatically to contacts page. ### 2. The BEST CRM for Financial Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Amir N. | Director of Financial Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** The CRM is ready to use when it is fresh "out-of-the-box," and also has the perfect amount of customization features to really make it feel like it's your own. Most importantly, they highlight the tools that are important to FA's, quick access for client notes and demographic data. **What do you dislike about Wealthbox CRM?** Data feed can be cumbersome with multiple advisors. Everything pools together into 1 feed that the whole firm can read, with no way to filter it out for only things that are relevant to you **Recommendations to others considering Wealthbox CRM:** Their conversion team alone is worth it. They did a fantastic job sorting through all the data we got from Salesforce (which was an awful export experience, by the way), and converting it into something that was great and usable for us. **What problems is Wealthbox CRM solving and how is that benefiting you?** We're able to very quickly take notes and make updates - we also are able to quickly sort and review demographic data. I love the opportunities tab - being able to track prospects, regardless if you're commission or fee-only ### 3. Sleek and User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie M. | Founder and Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2022 **What do you like best about Wealthbox CRM?** Wealthbox CRM has been very easy to learn and use. I love the dashboard "feed" that makes it quick and easy to tag clients and log updates. I was not an experienced CRM user when I began using it, but I found it very easy to create contacts, add fields, log updates, and create meetings and task items. I'm a huge fan of the new workflow updates that were made so it's easy to stay on track and nothing gets missed. By connecting to my email all communication with clients is saved and easy to access altogether with their other information. **What do you dislike about Wealthbox CRM?** I don't like having to upgrade to the Pro version for one feature I need (email syncing). I also wish there were more live training webinars available like other software providers offer so I can learn and make sure I am taking advantage of all the capabilities of the platform. **What problems is Wealthbox CRM solving and how is that benefiting you?** A quality CRM is absolutely essential for financial advisors. Wealthbox is built specifically for financial advisors and provides everything we need in a CRM without tons of features we don't. I keep track of all my contacts, calendar, communications, tasks, and workflows in one simple platform. It's the first software I use and the last one I check each day. ### 4. Clean, fast, easy to learn, and use. **Rating:** 4.5/5.0 stars **Reviewed by:** Kent H. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** You can jump in and use it immediately with very little training. Ability to enter information in many different ways. Integrates with all of the other tech tolls in our practice. **What do you dislike about Wealthbox CRM?** Would like to see more in the way of workflows and workflow management. WB is improving here and rolling out more tools but would like to be able to eliminate outside providers to implement workflows. **Recommendations to others considering Wealthbox CRM:** I've used three other CRM systems, and none of them is as clean, efficient, user-friendly, and powerful as Wealthbox. I can do more to support clients and run my practice efficiently with Wealthbox than I could with any of the other three. And it happens to be the most reasonably priced solution for my practice. **What problems is Wealthbox CRM solving and how is that benefiting you?** More organized and efficient practice management. Makes note-taking easier with the voice recording features and ability to enter manually from several locations on the program. More compliant and more organized teamwork. ### 5. Easy to use and intuitive interface **Rating:** 4.5/5.0 stars **Reviewed by:** Belen J. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** We love its easy-to-use and intuitive interface. We have been using it for over two years. Wealthbox workflows have simplified our process for onboarding clients. We also love that it integrates with our main partners Schwab and Orion to provide a full picture of our clients' records when we need all the information in one place. It has also simplified our marketing. We regularly create updated reports and marketing lists using tags, or any other contacts information for birthdays, communications about specific interests, etc. All in all, very satisfied. **What do you dislike about Wealthbox CRM?** Mailmerge is not as straightforward. Having said that, we sent a help request and Wealthbox provided an appointment with a WB associate who guided us through the process of creating a mailmerge with Wealthbox and answering our questions. **Recommendations to others considering Wealthbox CRM:** I would recommend comparing Wealthbox with other platforms and signing up for a trial period in order to make sure that it meets all your needs. **What problems is Wealthbox CRM solving and how is that benefiting you?** Creating marketing lists is a breeze. Onboarding clients is now faster, and we have fewer errors. We keep our forms and documents in WB workflows to facilitate this. ### 6. Great CRM for financial services professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon N. | financial advisor, owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** The user interface is very easy to use and understand to get started. **What do you dislike about Wealthbox CRM?** Honestly, at this point I really cannot think of anything that I dislike about the software. **What problems is Wealthbox CRM solving and how is that benefiting you?** I use Wealthbox CRM for basically everything involving my clients. I enjoy the ability it has to interact with other software that I currently use. ### 7. Wealthbox has changed the way we do business- we are so much more efficient now! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily A. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** I love the ability to customize workflow templates. It is constructive and an efficient way to mainstream directions to complete specific tasks, especially for new staff and interns. **What do you dislike about Wealthbox CRM?** I am not sure there is anything that I specifically dislike. Some technical errors come up occasionally, but that is with all technology. It would be nice to have multiple accounts/businesses using it at once. **Recommendations to others considering Wealthbox CRM:** This is a very updated product and very user-friendly. **What problems is Wealthbox CRM solving and how is that benefiting you?** The opportunities portion of the CRM is the best thing in the world. Being able to track the progress of paperwork and projects that way has been a huge part of our success. The tasks keep us all 'on task' and know who needs to get what done at all times. I also really like that e-mails link directly to the client's contact, so we can never misplace a correspondance. ### 8. Facebook-like interface makes everything easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Wealthbox CRM?** Easy to enter notes and information in a way that's intuitive with minimal clicks. Lots of integrations. **What do you dislike about Wealthbox CRM?** Wish it was as easy to enter tasks as it is to write notes. Fidelity integration is mediocre. Wish it had better social media integration. **What problems is Wealthbox CRM solving and how is that benefiting you?** Solid CRM for a growing practice. ### 9. Easy to use; More features to learn in the future **Rating:** 4.5/5.0 stars **Reviewed by:** Larry M. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Wealthbox CRM?** Very easy to use the basics; learn as you add features **What do you dislike about Wealthbox CRM?** Tutorials are a bit slow; a pdf document would allow reference & quicker read **What problems is Wealthbox CRM solving and how is that benefiting you?** Just using the basics with contact info; want to add more feature usage as I learn them ### 10. Best CRM I've ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Bruce J. | Investment Advisor Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Always adding integrations with other technology. Advisor assistant will post my notes for me. **What do you dislike about Wealthbox CRM?** nothing, I like everything about this crm **What problems is Wealthbox CRM solving and how is that benefiting you?** Keeping up with birthdays and annual reviews and a place to store all my notes ### 11. Great tool, very useful **Rating:** 5.0/5.0 stars **Reviewed by:** Jay W. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Custom workflow steps, and the ability to task/tag cohorts **What do you dislike about Wealthbox CRM?** I dislike how clumsy the household vs individual can be, there must be a better solution. **What problems is Wealthbox CRM solving and how is that benefiting you?** Keeps us from dropping the ball on many varuious client tasks. ### 12. Intuitive and Effective CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Neil K. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Clean user interface with nice task and workflow system **What do you dislike about Wealthbox CRM?** Email templates can be slightly difficult to use **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox serves as the central organizational hub of my practice. It helps ensure nothing falls through the cracks. ### 13. Very Statisfied **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Very easy to use and like how it separates tasks from your calendar. Also easy for staff to comment on notes/tasks with each other and keep everyone updated. **What do you dislike about Wealthbox CRM?** only thing is household data not syncing together. For example, Mr. Smith shows his home address but doesnt show up in his wifes' contact you have to add the address again under her name. **What problems is Wealthbox CRM solving and how is that benefiting you?** ease of use saves time/keeps things organized. ### 14. I INITIALLY SIGNED UP FOR THE PRICE BUT HAVE BEEN IMPRESSED WITH THE GROWTH **Rating:** 4.5/5.0 stars **Reviewed by:** Warren W. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Good app, can link with other vendors, functional interface **What do you dislike about Wealthbox CRM?** I've been disappointed that I can no longer call for tech support **What problems is Wealthbox CRM solving and how is that benefiting you?** Allows me to stay compliant and enables good record keeping. ### 15. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** David D. | Board Member, Director Of Planned Giving, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Everything I need is at my fingertips. No more dropped balls **What do you dislike about Wealthbox CRM?** I wish it would continuously sync with Outlook **What problems is Wealthbox CRM solving and how is that benefiting you?** Tracking all my clients and their activities ### 16. WEALTHBOX REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Scott S. | Portfolio Manager and Financial Planner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** Ease of use- easy to add notes and tags for contacts. There have been some good updates to Workflows lately, which allow a better setup. Easily accessible through a browser and iPhone/iPad apps. Able to track emails insights (reads and clicks) **What do you dislike about Wealthbox CRM?** I'd like to see more integrations- Calendly, Twenty Over Ten, etc. Customizable dashboard. A combined activity feed would be good as well. **Recommendations to others considering Wealthbox CRM:** Take the trial- you'll love it! **What problems is Wealthbox CRM solving and how is that benefiting you?** WealthBox helps me stay on top of client contacts and set up processes so tasks won't fall between the cracks. It is my hub for checking on where things are at and allows me to stay on top of everything. ### 17. Wealthbox is a good fit **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin F. | Financial Concierge, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Price, inclusion in the XYPN tech stack. **What do you dislike about Wealthbox CRM?** I would like better integration with Zapier. **What problems is Wealthbox CRM solving and how is that benefiting you?** No answer ### 18. Easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** easy to begin using; easy to store and find info; haven't used them yet, but I like the templates for standardizing internal processes **What do you dislike about Wealthbox CRM?** not clear how to use most powerful features (e.g. workflows); not sure how much is automated **What problems is Wealthbox CRM solving and how is that benefiting you?** client data - storage, consistency, easy enough for everyone to use all the time ### 19. Best CRM System in the Market! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Wealthbox CRM?** Ease of use. High user adoption rate. Layout that makes sense. Easy to customize/flexible for our business needs. **What do you dislike about Wealthbox CRM?** Currently does not integrate with our custodian but in no way hinders our use of the system. **What problems is Wealthbox CRM solving and how is that benefiting you?** Workflows. Tracking opportunities. Organization of client/prospect data. ### 20. Love Wealthbox, Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Wealthbox CRM?** Ease of use, Integrations, Workflow management. **What do you dislike about Wealthbox CRM?** Betterment integration is view only. Would like the ability to use that Betterment data. **Recommendations to others considering Wealthbox CRM:** The cleanest and easiest CRM for Financial Advisors. **What problems is Wealthbox CRM solving and how is that benefiting you?** Clean Client Files. Organization, Core business processing system. Wealthbox saves time, provides a great UX. ### 21. WealthBox is so much easier to use than all of the other CRMs I have used in the past **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Wealthbox has been such an easy CRM to use. I love how simple it is to store and find my client's information. **What do you dislike about Wealthbox CRM?** I wish there were more workflow templates that were applicable. **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox is helping me stay organized with client notes. ### 22. Solid CRM with great service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** I like the fact that it is very easy to use and had a relatively short learning curve. **What do you dislike about Wealthbox CRM?** Nothing. For what I'm looking for it is perfect. **What problems is Wealthbox CRM solving and how is that benefiting you?** Helps me track emails that have opened so I'm sure they've been read. ### 23. CRM made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Wealthbox CRM?** Adding clients is easy. Integration to planning software makes life a lot easier. **What do you dislike about Wealthbox CRM?** Workflows take too much time. Some reports are not easy to get. **What problems is Wealthbox CRM solving and how is that benefiting you?** They continue to add to their integration partners. The addition of Schwab was beneficial. ### 24. Keeps me organized and on track **Rating:** 4.5/5.0 stars **Reviewed by:** Crystal R. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** The workflows that keep me on track. I l **What do you dislike about Wealthbox CRM?** Ike how it integrates with Zapier so I can kick off a lot of workflows. **What problems is Wealthbox CRM solving and how is that benefiting you?** It allows me to pull up data efficiently and see all my to-do's in one place. ### 25. Best CRM we've used **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** API integrations across all the technology that we use. **What do you dislike about Wealthbox CRM?** More dynamic reports would be helpful. Anything that can automate workflows more would be a huge win. **What problems is Wealthbox CRM solving and how is that benefiting you?** One central data set that we can keep compliant notes and client information/tasks. ### 26. Wealthbox is a great CRM solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Bruce C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** The ability to create notes easily and update them. I like how it integrates with Microsoft Outlook also. I also like the app and flexibility. I've never tried any other CRM however. **What do you dislike about Wealthbox CRM?** I can' t think of anything that I don't like. It always works properly and is easy to use. I don't have any suggestions. No areas that need improvements. **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox helps me to organize my contacts and tasks. I think it benefits me financially by freeing up my time. I am more productive especially with keeping track of prospects. ### 27. Great platform that is customizable to the user **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Easy of use with the UI and availability across multiple platforms **What do you dislike about Wealthbox CRM?** Customer service can be difficult when it is relegated to email only **What problems is Wealthbox CRM solving and how is that benefiting you?** Allows all of our team members to have a single location to run our business. ### 28. Simple but limited **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Simple interface provides our users with easy ways to enter information. Not much training required **What do you dislike about Wealthbox CRM?** Wealthbox doesn't help me accomplish work. It is limited on workflows, reporting, automations, and data management. **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox captures contact information efficiently ### 29. The CRM You've Been Looking For **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa V. | Marketing Mgr , Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Wealthbox CRM?** I've used quite a few CRMs in my business career and Wealthbox is the best. The platform is so user friendly and multifunctional. Not only is the contact information front and center but, knowing that within their profile you can access certain account information, email communication and documents related to the individual, you save so much time not having to navigate to other programs for these items. **What do you dislike about Wealthbox CRM?** Nothing. I have yet to come across anything the program is lacking. **What problems is Wealthbox CRM solving and how is that benefiting you?** Communication throughout our company has benefitted tremendously with Wealthbox. If someone takes a call, they can navigate to the client's profile and read the notes from the previous interaction and know exactly how to answer a question or pick up from a prior outreach. ### 30. The closest thing to perfect for me **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Wealthbox CRM?** I like that it's very simple. It works well for me. **What do you dislike about Wealthbox CRM?** duplicating entries. I have to enter information for couples twice and sometimes again for the household. **What problems is Wealthbox CRM solving and how is that benefiting you?** Organizing all client personal information and reporting ### 31. Right fit for our team/firm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Tracking tasks and actions together with the rest of the team. **What do you dislike about Wealthbox CRM?** Process tracking is a bit difficult to get going. **What problems is Wealthbox CRM solving and how is that benefiting you?** Having all team members aligned and plugged in. Everyone uses the CRM. ### 32. Good way to track tasks, assignments, and outstanding items on the client level. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2022 **What do you like best about Wealthbox CRM?** Ease of use and ability to notify co-workers. **What do you dislike about Wealthbox CRM?** Workflows are hard to maintain and aren't as easy to follow. **What problems is Wealthbox CRM solving and how is that benefiting you?** Compliance tracking for audit requests and client assignments. ### 33. Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2022 **What do you like best about Wealthbox CRM?** I love the interface of Wealthbox and how easy it is to use and customize. The customization of the workflows is something you can't compare to any other CRM. **What do you dislike about Wealthbox CRM?** "Enterprise" section can glitch at times which will cause you to have to remake a workflow multiple times. **What problems is Wealthbox CRM solving and how is that benefiting you?** Workflows have be a life saver with remembering each step of the business process and following it through. ### 34. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Wealthbox CRM?** Wealthbox is easy to use, meets all my needs, and integrates well with gSuite, eMoney, Simplii VOIP, and other services that make up my tech stack. **What do you dislike about Wealthbox CRM?** There are a few minor updates that I would like to see made which seem like easy changes to me. I have made suggestions to Wealthbox but have not been responded to. **What problems is Wealthbox CRM solving and how is that benefiting you?** Workflow, task and client records. ### 35. intuitive, easy to use and powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2022 **What do you like best about Wealthbox CRM?** I've used several CRMs for work, and Wealthbox was my very favorite by far. I like that Wealthbox is purpose-built for the financial services industry. It is so well-designed that using it is intuitive - you hardly need training. Opportunities are easy to define and track. Same with workflows. Activities relating to any contact are super easy to track. I like the integration with Google Calendar. The cost is pretty reasonable. If iI was coming into the financial services industry and was allowed to choose my CRM platform - I'd eagerly use Wealthbox. **What do you dislike about Wealthbox CRM?** The reporting can be a little clunky to work with though it gets the job done. I only wish my company would allow me to use Wealthbox instead of the Salesforce-overkill that they've embraced. The Wealthbox mobile app, during the time that I used it, was disappointing but the full experience was really meant to be used via a browser I believe. **What problems is Wealthbox CRM solving and how is that benefiting you?** Using Wealthbox, I was able to always remember to follow up. Opportunities were easy to define and track. All activities relating to a customer were easily accessible. I liked that commonly repeated processes could be defined as workflows that could easily be initiated and tracked. The structure of workflows helped me to create more consistency and repeatability in my business processes. ### 36. So useful. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Wealthbox CRM?** I like all the ways you can touch clients, manage documents and facilitate business. **What do you dislike about Wealthbox CRM?** The search tool could be improved. It would be great if it were even faster, more accurate, more flexible (e.g., spelling mistakes, etc.). **What problems is Wealthbox CRM solving and how is that benefiting you?** I work much more efficiently as documents can be quickly posted, you can start an email to clients while on their WB page with just a single click, and, lastly, all the client's activity, email, and files are in one place for easy access. ### 37. The CRM you need **Rating:** 5.0/5.0 stars **Reviewed by:** Louis v. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** It has a simple and easy to use interface which means that we actually use this CRM **What do you dislike about Wealthbox CRM?** Currently they do not cater for currency fields outside of USDollar **What problems is Wealthbox CRM solving and how is that benefiting you?** We needed workflows that could follow a process as well as group clients on a household level ### 38. I love wealthbox. ONe of my favorite CRM'[s. Always room for improvement. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2020 **What do you like best about Wealthbox CRM?** user friendly navigation very easy integrations, things do not seem "hidden" Customer support is great, thare frienly, and outgoing. . **What do you dislike about Wealthbox CRM?** always a small learning curve what any new CRM.That's not an issue with Wealthport **Recommendations to others considering Wealthbox CRM:** Use it! You won't be sorry **What problems is Wealthbox CRM solving and how is that benefiting you?** stored info, assigning tasks, sotirntg contact ifnfo. ### 39. Wealthbox works as needed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Wealthbox CRM?** keeps every client interaction at my fingertips **What do you dislike about Wealthbox CRM?** Nothing, I am happy with 100%. All works well **What problems is Wealthbox CRM solving and how is that benefiting you?** Keeping history of contact ### 40. Awesome experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** The easy of use of the system. I love that my agents have a view of their business from the wealthbox app. **What do you dislike about Wealthbox CRM?** Nothing it's an awesome system. No thing is missing. **Recommendations to others considering Wealthbox CRM:** Wealthbox will help your team close more cases . **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox allows us to update client information on the road. We are closing at a higher rate do to the agents being able to communicate with each regarding account. ### 41. Why use Wealthbox?! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Wealthbox CRM?** Simple to use, yet comprehensive for tracking your activities and clients. **What do you dislike about Wealthbox CRM?** It is a bit overwhelming with the amount of functionality. **Recommendations to others considering Wealthbox CRM:** Compare the simplicity and functionality of WB integrating with Outlook and other platforms. **What problems is Wealthbox CRM solving and how is that benefiting you?** Tracking my client contact and keeping up with important notes and info. It is allowing me to move away from paper files.....100%. ### 42. Great CRM for financial firms **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Wealthbox CRM?** Very intuitive and easy to use. Wealthbox is always coming up with ways to improve the software, and they are quick to respond to any issues I have had. **What do you dislike about Wealthbox CRM?** I wish I could mark emails as vital after I receive them. **What problems is Wealthbox CRM solving and how is that benefiting you?** This CRM is the best way to manage a busy financial firm with prospects, clients, and email. ### 43. Some good things, but overall not recommended **Rating:** 2.0/5.0 stars **Reviewed by:** Robert B. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2020 **What do you like best about Wealthbox CRM?** It does integrate with financial tools for financial advisors. It has a pleasant user interface. It has a lot of the features that I had listed wanting. It is affordable. $49/ user I believe. **What do you dislike about Wealthbox CRM?** You have to pay for phone and SMS separately. Onboarding was challenging. --There is no way to upload a CSV to update contact info yourself. Only the onboarding department can do that. You can only import new contacts yourself that way. Support is fine when you have time scheduled with them, but you have to schedule it in advance. Otherwise, just Email support. A problem I have found with many CRMs is you can't negatively filter with a tag. You can't say, Show contacts with this tag, as long as they don't have this other tag. This is more of a problem than I would have suspected if you are dealing with a large number of contacts. **What problems is Wealthbox CRM solving and how is that benefiting you?** That is the challenge. I switched when I was expecting to transition from Life & Health to also having securities licenses, but then the transition got put on hold. I would say, if you are a securities licensed advisor, this may still be your best bet (either this or retail but I haven't tried them). However, for anyone else, I think there are better options out there. ### 44. Fantastic CRM Software **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew G. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2019 **What do you like best about Wealthbox CRM?** I love the dashboard the best. We are a small firm and it helps us see instantly without talking face to face who has added new clients or appointments to the database. **What do you dislike about Wealthbox CRM?** Once we had an issue with appointment times moving around. After talking with tech support they recommended us deleting the cookies which solved the problem. **What problems is Wealthbox CRM solving and how is that benefiting you?** We use the CRM to schedule and track appointments, and add prospective clients to our database. With this we are able to track the effectiveness of marketing initiatives. ### 45. Not built for organizations greater than 5. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Wealthbox CRM?** The look and dashboard. The report menus are very usable. **What do you dislike about Wealthbox CRM?** No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process. **What problems is Wealthbox CRM solving and how is that benefiting you?** I stopped trying to fix the issues because it's too hard to connect with them and moving back to Redtail. We have spent 60+ hours trying to migrate and fix the problems, and some cannot be solved. ### 46. Wealthbox CRM - Very good for our business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2020 **What do you like best about Wealthbox CRM?** Easy to enter client information. Like the ability to use with Laser Apps when we used that function. It is easy to track activity, events and emails. Reporting feature when used with Tags are very useful in grouping clients, prospects and referral sources. **What do you dislike about Wealthbox CRM?** When it is the contacts birthday, it only displays "Birthday Today". you then have to actually click to edit the contact to obtain the full birthdate including the year. When a meeting has cancelled and you mark it as cancelled, it removes the entry and doesn't show the client missed a meeting unless you mark it in the activity. Calendar does not work well with Outlook for MAC. Big downfall here as I have to manage two calendars, one on my MAC and one on Wealth Box. Not very efficient. **Recommendations to others considering Wealthbox CRM:** Be sure it integrates with the operating system you are using. Also, utilize the trial period before purchase to it's full extent. **What problems is Wealthbox CRM solving and how is that benefiting you?** Ease in keeping track of tasks and tracking emails between contacts and advisors. Ease in generating reports for any needs we have, such as tracking birthdays, tracking referral sources and opportunities ### 47. Wealthbox CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2021 **What do you like best about Wealthbox CRM?** Easy to use and navigate. Robust CRM system **What do you dislike about Wealthbox CRM?** Adding notes can be a little clunky but otherwise nothing **Recommendations to others considering Wealthbox CRM:** Easy to use Crm geared toward financial advisors **What problems is Wealthbox CRM solving and how is that benefiting you?** Keeps my notes and contacts in order. Can set tasks easily ### 48. SOLID CRM - just make sure you learn all its features **Rating:** 4.0/5.0 stars **Reviewed by:** Justin C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2020 **What do you like best about Wealthbox CRM?** I love that the general layout and user interface mimics a social media feed. It's very clean and organized. It's a very intuitive system to use - proven by the fact that my college intern who had never used any CRM before picked up most of how to use it with very little training. The biggest game-changer for me was the integrated email portal feature. Email open/reading tracking, shortcut buttons to create tasks, start workflows, create a contact, etc. straight from an email, and the email templates all make my business way more efficient and organized. **What do you dislike about Wealthbox CRM?** It sometimes takes 1-2 too many clicks to get to where you'd like to go. Especially when navigating and/or editing workflows, it just feels a little bit like a drag if you have very detailed steps in each workflow. With the amount of data fields available by default it seems like the Reports feature could be more intuitive to use, and have more ways to present data, especially in tracking sales funnels (leads to prospects to clients). **What problems is Wealthbox CRM solving and how is that benefiting you?** As a comprehensive fee-for-service financial planner, having several ongoing clients is difficult to track throughout the year. It's a high touch service and without a well-designed CRM it would be impossible to stay on top of everything mentally. Auto-scheduling repeating tasks, triggering workflows, and making easily searchable notes is incredibly helpful. I also love the voice-to-transcription feature in writing meeting notes. I don't use it 100% of the time but especially after a long workday it feels so much easier to dictate some thoughts verbally rather than to type them all out. ### 49. Wealthbox CRM is easy to use and all you need is available easily. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2019 **What do you like best about Wealthbox CRM?** Task management is the most helpful and handy as well as administration needs are just one click away. Overall the Wealthbox is very helpful in day to day corporate life to solve the main issues in the industry. **What do you dislike about Wealthbox CRM?** Honestly, I haven't seen any downside of Wealtboc CRM. I found the same more effective and learning tool for the problems an employee or higher-level executives face in their day to day issues in their corporate lives. I am not a technical guy so I cannot find bugs and all but overall the tool is very very helpful for my day to day tasks. **Recommendations to others considering Wealthbox CRM:** Keep growing finding new areas to explore in the corporates and giving solutions to the major problems of the industry. **What problems is Wealthbox CRM solving and how is that benefiting you?** I am solving majorly account and administration types of issues. That's the major area for me to reach out for each and every small thing and Wealthbox is doing the same for me continually and effectively. The benefit I realized is that everything comes handy and quickly. I don't have to search for different things and it saves time a lot. The time is the major thing if you are working in the corporate the reports to be submitted in time and if other things dont come to your hand in time their will no way you are going to complete the same in time. Wealthbox CRM did the same for me in time with effectively. ### 50. Using Wealthbox to manage advertising compliance **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2019 **What do you like best about Wealthbox CRM?** The interface is beautiful and easy to use. I love the customization that can be done for organizing info in each of or advisors. Tasks and workflows are great for managing projects as well. **What do you dislike about Wealthbox CRM?** It would be great to be able to host email domains. I have heard this is something Redtail offers, and since we provide WB access for free to our advisors, many are forced to use your competitor because they need an archival even email host. **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox has been great for helping me organize my review of individual websites and social media accounts for 200+ advisors. With Wealthbox I’m able to add specific review info to each advisor’s profile and then create tasks to ensure that I don’t lapse on future follow ups. ## Wealthbox CRM Discussions - [What does Wealthbox Crm do?](https://www.g2.com/discussions/what-does-wealthbox-crm-do) - 1 comment - [Does Calendly integrate with Wealthbox?](https://www.g2.com/discussions/does-calendly-integrate-with-wealthbox) - 1 comment - [Which is better redtail or Wealthbox?](https://www.g2.com/discussions/which-is-better-redtail-or-wealthbox) - 2 comments - [What does wealthbox do?](https://www.g2.com/discussions/what-does-wealthbox-do) - 4 comments - [View Wealthbox CRM pricing details and edition comparison](https://www.g2.com/products/wealthbox-crm/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+12%3A46%3A19+-0500&secure%5Bsession_id%5D=3ed39c1a-5ba4-49c2-9876-4e86aa319cd3&secure%5Btoken%5D=8fdf096a6495a2a75dabea837099ddbe9798d4e6df28d4ceaca350954f9155a8&format=llm_user) ## Wealthbox CRM Integrations - [eMoney](https://www.g2.com/products/emoney/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft Bookings](https://www.g2.com/products/microsoft-bookings/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [MyRepChat](https://www.g2.com/products/myrepchat/reviews) ## Wealthbox CRM Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Wealthbox CRM Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - 4.3/5.0 (78 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)