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.

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.

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.

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.

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.

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

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.

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

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

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.

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.

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.

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.

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.

The interface is intuitive and user-friendly. It's easy to keep track of notes and client data, and generally easy to export it to other software when needed. Review collected by and hosted on G2.com.

The workflows are very limited and almost "clunky." Review collected by and hosted on G2.com.

Intuitive and easy to use. It has 95% of everything I could hope for in a CRM and Workflow management system. Review collected by and hosted on G2.com.

Can't think of anything. If I could add a feature it would be better access to the user community to see how other businesses like mine are using Wealthbox. Review collected by and hosted on G2.com.

Wealthbox is extremely user friendly and simple to set-up, learn, and maintain. It does everything we need in a CRM and integrates well with the rest of our tech stack. Review collected by and hosted on G2.com.

We would like to be able to add custom fields to the main client or household page. This is not a major issue, but that customization would be nice to have for our team. Review collected by and hosted on G2.com.