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About Wealthbox
Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail module, which allows businesses to establish two-way data sync through integration with several mail clients including Microsoft Outlook, Microsoft Exchange, Yahoo!, and more.
Key features of Wealthbox including calendar, contact management, reporting, workflow automation, and search. It offers mobile applications for Android and iOS devices, which allows employees to manage notes, schedule meetings, find contacts, and track office activity on the go. Additionally, it allows sales representatives to centralize contacts, manage social profiles, and connect with clients using a click to call functionality.
Wealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. Pricing is available on monthly and annual subscriptions.
Wealthbox pricing
Wealthbox does not have a free version but does offer a free trial. Wealthbox paid version starts at US$59.00/month.
Starting Price:
US$59.00/month
Free Version:
No
Free trial:
Yes
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Wealthbox Reviews for UK Users
Feature rating
5 reviews of 144
View all reviews
Joel
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 03/09/2021
Satisfied and good value
Awesome, highly recommend
Pros
The workflows, being able to design a process and implement other team members is wonderful.
Cons
Contacting customer service has been painful in the past. I like having a dedicated phone # to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem.
Matthewe
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 02/09/2021
Beauty in Simplicity
I have gone to three other CRMs in the last 5 years (not by choice( and I always come back.
Pros
It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication.
Cons
The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them.
Reasons for Choosing Wealthbox
Redtail is too expensive and too clunky to use. I don't understand why people use it so much, I guess they may have just shown up first. Salesforce was expensive and archaic. It's customizable but advisors don't need extensive customization to track notes and client details. I do think that the new Salesforce for financial services may be competitive now.Reasons for Switching to Wealthbox
Beauty in Simplicity.
Sarah
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
3
Reviewed on 25/11/2019
CRM
Wealthbox has been fairly consistent and easy to use, however we feel as thought we took 3 steps back from the CRM we previously used.
Pros
Wealthbox is extremely sleek and clean looking. The calendar is simple and user friendly. I love being able to use the @ from my home page to input data into any client without being in that screen.
Cons
Mailmerge fields are limited, as are integrations with the other platforms we use. I am not a fan of the support being only through a help request, and not having a number to call to speak with someone. Many of the "upgrades" they make are only partially done that then need updates and fixes to improve and complete the intended use.
Switched From
Redtail CRM
Donna
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
5
Reviewed on 06/12/2022
Good for small teams, would like more customizations
Pros
It's easy to navigate. Easily accessible on the go when you need to quickly check something.
Cons
Would prefer ability to change some of the field drop downs. Needs some more detailed reporting (If, then, and).
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Wealthbox
We weren't using Goldmine to it's potential but we weren't skilled in the necessary coding to operate it at that level so it became to outdated and challenging to make beneficial for us.Reasons for Switching to Wealthbox
Simpler, less functions we wouldn't use.
Jamie
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 08/09/2021
Great solution for all advisors
Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients.
Pros
Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way. The connection with Gmail really enhanced the value of the product as it reduces steps in the email process.
Cons
While the software is easy to use and easy to implement, it still had a few items that need work. I had used a software called Contactually many years ago and they had a great way of bucketing clients so that you could set up different contact cadences for the individual groups. It's a bit clunky setting up periodic reminders to contact clients. Also, if they had more pre-filled workflow templates, it would be a great help to advisors new to the system and the industry.
