Compare Practifi and Wealthbox CRM 
- Users report that Wealthbox CRM excels in ease of use with a score of 9.3, while Practifi lags behind at 8.1, making Wealthbox a more user-friendly option for small businesses.
- Reviewers mention that Wealthbox CRM offers superior ease of setup (8.7) compared to Practifi (6.5), indicating that users can get started with Wealthbox more quickly and with less hassle.
- G2 users highlight Wealthbox's strong task management capabilities, scoring 9.0, which is notably higher than Practifi's 8.7, suggesting that Wealthbox provides a more efficient way to manage daily tasks.
- Users on G2 report that Wealthbox CRM has a more robust customer support system, with a case management score of 8.3 compared to Practifi's 8.1, indicating a slight edge in handling customer inquiries and issues.
- Reviewers say that Wealthbox CRM's marketing automation features, particularly in lead management (7.8), outperform Practifi's (6.8), making it a better choice for businesses focused on effective lead tracking and nurturing.
- Users mention that Wealthbox CRM's reporting capabilities, while not the highest, still score 7.3, which is competitive compared to Practifi's 7.8, but Wealthbox's overall user satisfaction in reporting is perceived as more favorable.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Integration with Addepar, and it was built for my investment management business
Their onboarding process is the worst I have experienced. After four months of calls, lack of follow-up, poor communication, team changes, almost nothing had been accomplished. I complained repeatedly about the lack of progress and was mostly just given...
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...
Wealthbox doesn't help me accomplish work. It is limited on workflows, reporting, automations, and data management.
Integration with Addepar, and it was built for my investment management business
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...
Their onboarding process is the worst I have experienced. After four months of calls, lack of follow-up, poor communication, team changes, almost nothing had been accomplished. I complained repeatedly about the lack of progress and was mostly just given...
Wealthbox doesn't help me accomplish work. It is limited on workflows, reporting, automations, and data management.
