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Wealthbox CRM Reviews & Product Details

Wealthbox CRM Overview

What is Wealthbox CRM?

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.

Wealthbox CRM Details
Languages Supported
English
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Product Description

CRM for Financial Advisors


Seller Details
Seller
Wealthbox
Year Founded
2014
HQ Location
United States, US
Twitter
@Wealthbox
4,632 Twitter followers
LinkedIn® Page
www.linkedin.com
93 employees on LinkedIn®
Description

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.


DF
Overview Provided by:

Recent Wealthbox CRM Reviews

TN
Tamara N.Small-Business (50 or fewer emp.)
1.0 out of 5
"Bad communication-difficult to use"
Coming from Redtail I see NO upsides in Wealthbox
Robert L F.
RF
Robert L F.Small-Business (50 or fewer emp.)
3.5 out of 5
"Very good at what they do, but inflexible when something goes wrong"
I like WealthBox's ease of use and intuitive nature. We can efficiently manage most of our business through Wealthbox.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"A modern & purpose-built CRM that delivers on both its capabilities AND the overall UX."
It's a CRM built from the ground up specifically for financial professionals, unlike other providers who sell off-the-shelf solutions that are cate...
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
2 people requested security information

Wealthbox CRM Media

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Video Reviews

102 Wealthbox CRM Reviews

4.5 out of 5
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102 Wealthbox CRM Reviews
4.5 out of 5
102 Wealthbox CRM Reviews
4.5 out of 5

Overall Review Sentiment for Wealthbox CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
TN
Customer care
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Wealthbox CRM?

Coming from Redtail I see NO upsides in Wealthbox Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

There is no phone number to contact them. You have to make an appointment on their calendar by navigating through the system, the appointment times are always the next day or later. I dislike most all of it, way to complicated. I don't have the hours to dedicate to building my system within Wealthbox. Redtail was so user friendly & provides the same data.

Coming from Redtail I see NO upsides in Wealthbox, the creators obviously haven't worked in my environment where I service clients & provide information to the reps. I could create mailing labels so easy! Now I have to build the template myself by exporting the report ( very complex to create report) then safe to a cvs & then try to populate a label template. Seriously! It was faster to hand write the envelopes. Way too many clicks to navigate from client to client.

I cringe whenever the rep asks for a specific group of clients for a report. I use different resources to create the reports due to the difficulty and inaccuracies.

The list goes on & on Review collected by and hosted on G2.com.

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

When it's actually syncing, The reps like the shared calendar Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Wealthbox CRM?

It's a CRM built from the ground up specifically for financial professionals, unlike other providers who sell off-the-shelf solutions that are catered to nobody in particular. It integrates with lots of other solutions that we already use on a daily basis, like Albridge & eMoney. Navigating through WB is fairly seamless and easy and the learning curve is a lot less intense than other CRMs. Lastly, they are the NEW CRM on the block, and are hyper focused on rapid innovation & growth compared to other, older CRMs who may not prioritize that anymore. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

Easily my biggest gripe about WB is how users send & receive notifications to communicate with others on the platform. You can't "mention" or "@" another user, and must instead go to the "Notify" button after each task/comment you make, click their name, then click save to finally ensure that user gets notified of whatever it is you're working on. And ALL notifications a user is assigned to will be sent to you via email alert... Not the best for those with already overly cluttered inboxes. Review collected by and hosted on G2.com.

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

It solves the issue of overpaying for other "generic" CRMs, like Salesforce, which have way too many features you'll never use & not nearly enough of the features you wish you had! You get way more out of it for the money you pay vs other CRMs and everyone's efficiencies go up as well because it's way easier to use. Review collected by and hosted on G2.com.

CP
CFP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Wealthbox CRM?

The marketing was great. It made me sign up.

Pinned notes is the best feature the system has.

the will tell you about their update box that is on the home page. but the placement of this is not good. well you are working you are spending your time on task or workflows. not at the page that tells you what your time has done. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

The system was not user-friendly. Double the number of clicks needed for the most simple task.

The customer service is not helpful. Every time you have a question. They refer you to a different department.

The final blow was that it took three departments to tell us how they think we should share information about clients with our team—something so simple but no help.

in the end, we left Wealthbox, and my sales assistants thanked me for leaving that system.

We kept them for three months, and it was a hit to our business flow. They also sold us on paying annually and are keeping thousands of dollars, even though we are done with this system. Review collected by and hosted on G2.com.

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

Unfortunately, Wealthbox only created problems for the flow of business. Review collected by and hosted on G2.com.

Robert L F.
RF
Wealth Advisor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

Rachel D.
RD
Director of Operations
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

TH
President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Wealthbox CRM?

First, it is so user friendly. Our team picked it up and started using it from day one. They have fewer clicks to get what you need that our old CRM. And, our CRM engagement is up over 300% compared to using our old software. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

I have not found anything that I dislike about Wealthbox. Great software! Review collected by and hosted on G2.com.

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

Our team's engagement in Wealthbox is now amazing. We used Redtail before and we couldn't get our team to use it as much. Now, our team loves it. Review collected by and hosted on G2.com.

Al G.
AG
Wealth Advisor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Wealthbox CRM?

After working with clients I can jot notes and create Tasks for my admin to complete. Once she completes Task I'm sent an email which completes the circle of communication without added steps. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

The email link breaks down often and must be re-linked. Review collected by and hosted on G2.com.

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

Provides easy communication with all members on the team to know what our clients are doing when they call either one of us. Review collected by and hosted on G2.com.

Paul L.
PL
President/Finacial advisor.
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Wealthbox CRM?

I like to see sequential notes, tasks and files. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

I would like to have have seperate sleeve for some misc. documents for each client. That was the only thing I liked about Red Tail. Review collected by and hosted on G2.com.

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

None so far. Review collected by and hosted on G2.com.

Geoff G.
GG
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Wealthbox CRM?

I love how I can keep track of every detail of my clients in on place. I am also able to send out bulk emails to all of my clients or narrow it down to particular groups. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

Having to type the nickname/first name tag on bulk email's. I wish I could just set it up to send it out and it would automatically address it to the person I am sending it to. The other thing is how it doesn't talk to LPL's ClientWorks but I am hearing that is supposedly going to change by the end of the year. It was supposed to have happened last year so I am hopeful it will happen soon. Review collected by and hosted on G2.com.

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

Being able to keep information and notes about all of my clients in one place. It is very easy to use and has a great look so I can find what I am looking for. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Wealthbox CRM?

WealthBox is built for modern financial advisor CRM users. WB integrates well with other components of my tech stack and is so easy to manage. I particularly like the FMG integration that prevents the need to enter contacts for automated marketing features. MyRepChat also works great with WB as doe Nitrogen/Riskalyze. The email tracking feature is awesome! If you have ever wished you knew when a client opened an email, you can! The cost is palatable and worth every penny. I would recommend WB to any advisor who is ready to be more efficient and complete tasks more efficiently. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

I sometimes forget to click "save" and lose my updates. That isn't a problem with note entry, so I haven't suffered loss of something that required substantial time to enter. WealthBox is working on offering improved accessibility options like larger text size, bold text, or changing fonts to one that is easier to read for those with poor eyesight like me. Review collected by and hosted on G2.com.

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

Simplifies taking good notes with the social networking style note entry, great integrations and workflows. Linking custodial accounts, aggregators like Albridge/Orion/Morningstar, and Outlook calendar . I can't even imagine going back to Redtail now. Having to make 5-6 clicks to do something is a thing of the past! Review collected by and hosted on G2.com.