The ability to create custom workflows has dramatically increased our firm's efficiency and quality control on repeatable processes. We previously were on SalesForce and it would have cost a lot more time and money to create anything even close to what we have in the way of workflows on WealthBox. Review collected by and hosted on G2.com.

The email inbox feature is a great idea but lacks the robustness of other email portals to function as a true replacement and one-stop location for client communication. Review collected by and hosted on G2.com.

It has pre-built fields and forms for financial advisors, which saves time in customizing a CRM that's not tailored to advisors. Review collected by and hosted on G2.com.

The user interface design needs a lot of work and doesn't seem to get many updates. It's inefficient to get things done, sorting, filtering information. They focus too much on integrations and not enough in improve the core product and user experience. Review collected by and hosted on G2.com.

I love that I can enter information on the app. Review collected by and hosted on G2.com.

If an event has been added to the Wealthbox calendar via google calendar, it does not attach the appointment/event to the client (even if contact info is the same). You must manually enter the client's name into the "related to" field and edit the event. Review collected by and hosted on G2.com.

Wealthbox is easy to use and to connect to other systems using Zapier. It is also easy to customize according to your business model. Review collected by and hosted on G2.com.

The workflows aren't terribly robust. If you want lots of automated stuff happening in the background, you're going to need to find another CRM or do workarounds using a product like Zapier. Review collected by and hosted on G2.com.

I love the open architecture that enables Wealthbox to integrate with so many other solutions like PreciseFP, MoneyGuidePro, AdvicePay and Zapier. Review collected by and hosted on G2.com.

I don't know a way to create a report across different elements of Wealthbox. I can't run a report that looks at tasks and contact information, for example. Review collected by and hosted on G2.com.

Ability to track everything that happens with every client including normal new business & service items as well as emails, phone calls, texts, etc. Review collected by and hosted on G2.com.

Date format is difficult to use. Sometimes task updates are not saved. No way to sort & reorder outstanding tasks in bulk. Review collected by and hosted on G2.com.

I like being able to integrate my calendar and email. Having the ability to create and color-coded labels for different types of tasks is very helpful. There are plenty of fields to build detailed client profiles, but you can also create custom fields if you want. Review collected by and hosted on G2.com.

It is a little on the expensive side, but worth it for me to use individually. I would like it if there were more robust integrations to move data to and from other sites for planning, account value, etc. Review collected by and hosted on G2.com.

The to-do list and reminders. Reply feature to tag notes about the To-do item. Review collected by and hosted on G2.com.

While I like the e-mail system a lot and how I can go directly to a contact's page and see all email correspondence. I have had some syncing issues. My email shows up in the inbox late at times causing me to either wait to reply. Review collected by and hosted on G2.com.

Most user friendly and intuitive crm that I have used. Makes sense and does the job better than any other I am aware of, and I have used many over the last 25 years. Review collected by and hosted on G2.com.

I can't think of much room for improvement. Sometimes the integrations require data to be input first, but that just took a minute to learn. Continue to improve the look and feel. Being able view contacts easily. Review collected by and hosted on G2.com.

Wealthbox is specifically designed for the financial advisor. Review collected by and hosted on G2.com.

There is a little bit of a disconnect between Households and Contacts. I never know if I'm supposed to schedule a meeting with a contact or a household (for example). Review collected by and hosted on G2.com.