Compare AdvisorEngine CRM and Wealthbox CRM 
- Users report that AdvisorEngine CRM excels in its pre-built connectors, scoring 9.3, which allows for seamless integration with various financial tools, enhancing workflow efficiency. In contrast, Wealthbox CRM, with a score of 8.2, offers fewer integrations, which may limit users' ability to connect with their preferred applications.
- Reviewers mention that the ease of use is a significant advantage for Wealthbox CRM, which scored 9.3 compared to AdvisorEngine CRM's 7.7. Users appreciate the intuitive interface and straightforward navigation, making it easier for teams to adopt and utilize the software effectively.
- G2 users highlight the superior customer support experience with AdvisorEngine CRM, scoring 9.3 for its customer support portal and 9.7 for its knowledge base. Users report that the extensive resources available help them resolve issues quickly, while Wealthbox CRM's support portal and knowledge base scores of 8.2 and 8.4, respectively, indicate room for improvement.
- Users on G2 note that Wealthbox CRM shines in lead management, achieving a score of 9.7, which is significantly higher than AdvisorEngine CRM's 7.1. Reviewers mention that the robust lead tracking and nurturing features help them convert prospects more effectively.
- Reviewers say that AdvisorEngine CRM's cloud capabilities are impressive, with a score of 9.8, ensuring reliable access and data security. In comparison, Wealthbox CRM's cloud score of 8.6 suggests it may not offer the same level of reliability or performance in this area.
- Users report that both products have strong task management features, with Wealthbox CRM and AdvisorEngine CRM both scoring 9.0. However, users mention that Wealthbox's task management is more user-friendly, allowing for better organization and prioritization of daily activities.
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us working from home. Productivity is at an all-time high!...
There is nothing automatically time stamped. It would be great to have a note section AND a running feed of actions taken that were automatically time stamped. Right now, everything within a task is editable making it hard to track and verify who did what...
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
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...
Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us working from home. Productivity is at an all-time high!...
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
There is nothing automatically time stamped. It would be great to have a note section AND a running feed of actions taken that were automatically time stamped. Right now, everything within a task is editable making it hard to track and verify who did what...
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...
