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  6. Envestnet | Tamarac-vs-Wealthbox CRM

Compare Envestnet | Tamarac and Wealthbox CRM

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Envestnet | Tamarac
Envestnet | Tamarac
(6)
4.0 out of 5
Envestnet | Tamarac
By Envestnet
Wealthbox CRM
Wealthbox CRM
(102)
4.5 out of 5
Wealthbox CRM
By Wealthbox
At a Glance
Envestnet | Tamarac
Envestnet | Tamarac
Star Rating
(6)4.0 out of 5
Market Segments
Small-Business (83.3% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Envestnet | Tamarac
Wealthbox CRM
Wealthbox CRM
Star Rating
(102)4.5 out of 5
Market Segments
Small-Business (94.1% of reviews)
Information
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plans
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Envestnet | Tamarac vs Wealthbox CRM

  • Reviewers felt that Wealthbox CRM meets the needs of their business better than Envestnet | Tamarac.
  • When comparing quality of ongoing product support, reviewers felt that Wealthbox CRM is the preferred option.
  • For feature updates and roadmaps, our reviewers preferred the direction of Wealthbox CRM over Envestnet | Tamarac.
Pricing
Entry-Level Pricing
Envestnet | Tamarac
No pricing available
Wealthbox CRM
Basic
$59.00
Per Month
Browse all 4 pricing plans
Free Trial
Envestnet | Tamarac
No trial information available
Wealthbox CRM
Free Trial is available
Ratings
Meets Requirements
7.2
6
9.0
77
Ease of Use
7.2
6
9.3
77
Ease of Setup
Not enough data
8.7
23
Ease of Admin
Not enough data
9.5
18
Quality of Support
7.0
5
8.8
75
Has the product been a good partner in doing business?
Not enough data
9.4
18
Product Direction (% positive)
3.0
5
8.8
66
Features by Category
Financial Services CRMHide 20 FeaturesShow 20 Features
Not enough data
7.8
799
Content
Not enough data
7.9
48
Platform Additional Functionality
Not enough data
8.2
45
Not enough data
8.7
57
Not enough data
8.6
48
Not enough data
8.5
51
Not enough data
7.5
36
Platform Reporting and Analytics
Not enough data
7.3
49
Not enough data
6.2
30
Customer Support
Not enough data
8.3
46
Not enough data
8.2
45
Not enough data
8.4
48
Not enough data
8.2
33
Marketing Automation
Not enough data
7.1
29
Not enough data
7.8
41
Not enough data
6.7
29
Sales Force Automation
Not enough data
7.8
48
Not enough data
9.0
50
Not enough data
6.7
22
Not enough data
6.8
20
Not enough data
7.7
24
Categories
Categories
Shared Categories
Envestnet | Tamarac
Envestnet | Tamarac
Wealthbox CRM
Wealthbox CRM
Envestnet | Tamarac and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Envestnet | Tamarac
Envestnet | Tamarac has no unique categories
Wealthbox CRM
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Envestnet | Tamarac
Envestnet | Tamarac
Small-Business(50 or fewer emp.)
83.3%
Mid-Market(51-1000 emp.)
16.7%
Enterprise(> 1000 emp.)
0%
Wealthbox CRM
Wealthbox CRM
Small-Business(50 or fewer emp.)
94.1%
Mid-Market(51-1000 emp.)
5.9%
Enterprise(> 1000 emp.)
0%
Reviewers' Industry
Envestnet | Tamarac
Envestnet | Tamarac
Financial Services
66.7%
Investment Management
16.7%
Accounting
16.7%
‐
‐
Other
0.0%
Wealthbox CRM
Wealthbox CRM
Financial Services
95.1%
Investment Management
3.9%
Insurance
1.0%
‐
‐
Other
0.0%
Most Helpful Reviews
Envestnet | Tamarac
Envestnet | Tamarac
Most Helpful Favorable Review
Verified User
G
Verified User in Financial Services

The actual software is very robust & customizable.

Most Helpful Critical Review
Verified User
G
Verified User in Investment Management

The fact that no big tech player (google, apple, etc) has blown up this space yet is baffling. Best of the worst here.

Wealthbox CRM
Wealthbox CRM
Most Helpful Favorable Review
Verified User in Financial Services
GF
Verified User in Financial Services

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...

Most Helpful Critical Review
Verified User
G
Verified User in Financial Services

Wealthbox doesn't help me accomplish work. It is limited on workflows, reporting, automations, and data management.

Alternatives
Envestnet | Tamarac
Envestnet | Tamarac Alternatives
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Discussions
Envestnet | Tamarac
Envestnet | Tamarac Discussions
Monty the Mongoose crying
Envestnet | Tamarac has no discussions with answers
See all discussions
Wealthbox CRM
Wealthbox CRM Discussions
What does wealthbox do?
4 comments
Art H.
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Which is better redtail or Wealthbox?
2 comments
KL
WealthboxRead more
Does Calendly integrate with Wealthbox?
1 comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
See all discussions
Ask Envestnet | Tamarac a QuestionContact Envestnet | Tamarac
Ask Wealthbox CRM a QuestionContact Wealthbox CRM

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