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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 Contacts 1 CRM Workspace 1 Opportunity Pipeline 2 GB File Storage Customizable Groups Contact & Household Management Contact Segmentation Tags Task Management Opportunity Management Calendar Workflows Projects Reports Custom Fields Activity Stream Coworker Notifications Administrative Controls Mobile App Companion Partner App Integrations Compliant Note Archiving Permissions & Visibility Bank-Level Security Session Timeout 2-Factor Authentication SOC 2 Compliant Customer Support Help Desk Live Help Data Portability CRM Migration Assistance Video Tutorial Library Knowledge Base Q&A Two-Way Calendar Sync Chrome Extension for Gmail Bcc Email Forwarding Show More
Pro	$75.00Per Month	Price is per user / month when billed annually Includes All Basic Features 3 Opportunity Pipelines 5 GB File Storage Wealthbox Mail Workflow Outcomes Workflow Milestones API Access Two-Way Email Sync Broadcast Email Email Templates and Themes Email Open and Link Tracking Show More
Premier	$99.00Per Month	Price is per user / month when billed annually Includes All Pro Features 5 CRM Workspaces 5 Opportunity Pipelines 10 GB File Storage Workflow Template Publishing Charts & Graphs Customizable Dashboards Enterprise SSO (Add-On) Show More
Enterprise	Contact Us	Customizable, Multi-Workspace Includes All Premier Features Unlimited CRM Workspaces Unlimited Opportunity Pipelines 20 GB File Storage Enterprise SSO Enterprise Implementation Program On-Premise Exchange Sync VPN Support for Exchange Sync SFTP Account Reports & Backups Priority Enterprise Support Dedicated Account Manager Show More

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

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Wealthbox CRM Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Redtail Technology Launch Plan	$39.001 User Per Month	Basic CRM including: Contact Management Document Storage Contact and Account-Level User Defined Fields Multiple Methods for Client Segmentation Account Management Compliant Note Entry and Archiving Activity, Custom Export, Mail Merge, and Note Templates Shareable, Customizable Calendaring Automated, Customizable Reports Customizable Database Lists Customizable Email Notifications and Dashboard Reminders Sales Pipeline Tracker Seminar/Event Management Mobile App Deep Industry Integrations Complimentary Database Conversions SSL Security Orion Client Portal Stress Test Risk Score Proposal Generation with New Account Opening Show More
AdvisorEngine CRM AdvisorEngine CRM	$65.00Per Month	Price is per user / month. Billed Annually. ✔ Complimentary training ✔ Industry's Best Technical Support ✔ 98% Customer Satisfaction Rating 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 Readily track your firm's efficiency Capture client documents and financial data from our strategic partners Access client data more easily through key integrations Show More
Practifi 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. Free upgrades Knowledgebase Access Technical configuration & ongoing training Annual health check

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

Financial Services CRM

Wealthbox CRM Comparisons

Wealthbox CRMVSRedtail Technology

Wealthbox CRMVSAdvisorEngine CRM

Wealthbox CRMVSSalesforce

Compare Wealthbox CRM ratings to similar products

Wealthbox CRM Pricing Reviews

Rachel D.

Director of Operations

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: Organic

May 30, 2024

"Increased efficiency and 100% user adoption"

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.

What problems is Wealthbox CRM solving and how is that benefiting you?

• Increased efficiency with workflows - one of the key benefits of us using WB hand in hand with our core value at our company — collaboration. Customized workflows create streamlined experiences with team

• Reporting and tracking prospective client and new M&A opportunities within Wealthbox Review collected by and hosted on G2.com.

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Robert L F.

Wealth Advisor

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: Organic

Aug 20, 2024

"Very good at what they do, but inflexible when something goes wrong"

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.

What problems is Wealthbox CRM solving and how is that benefiting you?

Like all CRMs Wealthbox houses our client contact data, and client notes. It is custom built for financial services and, as such, can contain data in a way intuitive and useful to financial advisors. Review collected by and hosted on G2.com.

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