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- AdvisorEngine CRM-vs-Wealthbox CRM
Compare AdvisorEngine CRM and Wealthbox CRM 
- Users report that AdvisorEngine CRM excels in its Pre-Built Connectors with a score of 9.3, allowing seamless integration with various financial tools, while Wealthbox CRM, with a score of 8.2, offers fewer options for integration, which can limit workflow efficiency.
- Reviewers mention that the Ease of Use is significantly better in Wealthbox CRM, scoring 9.3 compared to AdvisorEngine CRM's 7.7, making it a more user-friendly option for teams looking to minimize training time.
- G2 users highlight the superior Customer Support Portal in AdvisorEngine CRM, scoring 9.3, which provides extensive resources and quick access to support, whereas Wealthbox CRM's portal, scoring 8.2, is noted to be less comprehensive.
- Users on G2 report that AdvisorEngine CRM's Automation features score 8.1, which is beneficial for streamlining repetitive tasks, while Wealthbox CRM's automation capabilities are perceived as lacking, with a score of 7.9, leading to potential inefficiencies.
- Reviewers say that Wealthbox CRM shines in Lead Management, scoring 9.7, which is praised for its intuitive interface and effective tracking, while AdvisorEngine CRM's lead management features are less robust, scoring only 7.8.
- Users report that the Quality of Support is comparable between both products, with AdvisorEngine CRM scoring 8.7 and Wealthbox CRM at 8.8, indicating that both provide reliable support, but Wealthbox may have a slight edge in responsiveness.
- 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
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either.
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...
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.
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
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...
Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either.
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.
