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4.5 out of 5
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Wealthbox CRM Pricing Overview
Wealthbox CRM at a glance
Wealthbox offers a free 14-day trial of all features. Subscriptions include both annual and monthly pricing options. Contact us to learn more about Enterprise packages.
Wealthbox CRM has 4 pricing editions. A free trial of Wealthbox CRM is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.
| Name | Price | Features |
|---|---|---|
| Basic | $59.00Per Month | Price is per user / month when billed annually
|
| Pro | $75.00Per Month | Price is per user / month when billed annually
|
| Premier | $99.00Per Month | Price is per user / month when billed annually
|
| Enterprise | Contact Us | Customizable, Multi-Workspace
|
Wealthbox CRM pricing & plans
Free Trial is available
Pricing information for Wealthbox CRM is supplied by the software provider or retrieved from publicly
accessible pricing materials. Final cost negotiations to purchase Wealthbox CRM must be conducted with the
seller.
Pricing information was last updated on October 09, 2024
Top Rated Wealthbox CRM Alternatives
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Wealthbox CRM Alternatives Pricing
The following is a quick overview of editions offered by other Financial Services CRM Software
 Launch Plan | $39.001 User Per Month | Basic CRM including:
|
 AdvisorEngine CRM | $65.00Per Month | Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
|
 Additional User Subscription | $120.00Per Month | Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
|
Various alternatives pricing & plans
Free Trial is available
Pricing information for the above various Wealthbox CRM alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
Wealthbox CRM Categories on G2
Wealthbox CRM Pricing Reviews
RD
Rachel D.
Director of Operations
Small-Business(50 or fewer emp.)
What do you like best about Wealthbox CRM?
Single point of truth for all data. You cannot operate successfully without good data. Wealthbox makes it effortless for advisors and team members to keep, track and report on data with minimal training or overcomplication of the platform. Review collected by and hosted on G2.com.
What do you dislike about Wealthbox CRM?
I do not have anything that I dislike about Wealthbox. I am looking forward to future enhancements and customization to the main dashboard! Review collected by and hosted on G2.com.
RF
Robert L F.
Wealth Advisor
Small-Business(50 or fewer emp.)
What do you like best about Wealthbox CRM?
I like WealthBox's ease of use and intuitive nature. We can efficiently manage most of our business through Wealthbox. Review collected by and hosted on G2.com.
What do you dislike about Wealthbox CRM?
Their email integration fails enough it is noticeable in our business.
They want to charge existing customers for new features for which they provide new customers trial periods.
They need to dramatically improve the ability to manage staff by adding follow-up features and auto-notifications. Review collected by and hosted on G2.com.
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