Wealthbox has been a vital part of our firm's growth. It has helped our team stay organized and serve our clients. It's our central hub and we love how it integrates with our other tools! Review collected by and hosted on G2.com.

No major downsides, or else we would've looked for a different solution. There are some minor items that I have shared with the team, but they have always been open to feedback and improving the product. Review collected by and hosted on G2.com.

Wealthbox has a simple dashboard that makes everything accessible. The layout isn't confusing, and you can easily take notes, tag team members or clients, see tasks and workflows, then navigate to whatever else you need to see. The email integration works great with Google Workspace. It's a great system that is the central point of organization in my firm and doesn't add too much complexity or a learning curve. For a new business, it's a great and critical tool to have. There are enough integrations with other tools for what I need at my current firm size. Review collected by and hosted on G2.com.

Workflows and tasks work more like lists - they're not visually appealing or customizable. They work really well functionally, but it would be great to see a notecard-style visual appearance or be able to create a custom visual workflow layout. Review collected by and hosted on G2.com.

Our firm used a popular CRM solution prior (I'm sure you can figure out which one) and it was clunky, slow, and not intuitive - not to mention, expensive. Finding Wealthbox solved so many issues we were having by having features we were missing. They listen to our feedback and roll out new features and their integrations help streamline processes. Review collected by and hosted on G2.com.

Nothing to say at this point. Their solution is serving our needs. I guess I would only say if they could speed up their deployment of exciting new features to continue to make it a great application. Review collected by and hosted on G2.com.

We like the "social media style" feel of the platform and incredible ease of use. It doesn't take days and weeks to get someone up and running...it takes minutes and hours.

The onboarding and migration process is second to none! When their are questions or problems, the support team is super fast in responding and helpful! Review collected by and hosted on G2.com.

It doesn't have all the bells and whistles that some other offerings have, but it is dead simple and meets our needs. Plus, the bells and whistles don't matter much if you don't use them, so there are pros and cons to every system. Review collected by and hosted on G2.com.

It is very user-friendly, easy to navigate, and overall very functional! My favorite feature is the tasks. Managing hundreds of prospects would be impossible without Wealthbox. Review collected by and hosted on G2.com.

There are very few downsides to this software, but I will go over one. The opportunities and workflows I feel could blend better. I am not sure how that would work, but it can be clunky at times. Review collected by and hosted on G2.com.

The platform is very intuitive and is very easy to use. The way it allows you to track your sales funnel and the ability to track emails sent and received and enter notes about client interactions makes this a critical tool for financial advisors. Review collected by and hosted on G2.com.

There wasn't anything I disliked about it! It would be NICE in the future if they allowed you to automatically export sent/received emails into individual PDF files so you can have them during your regulatory reviews. For now, you have to manually download them. Review collected by and hosted on G2.com.

The transition from RedTail was seamless and as advertised. It didn't take much time to get used to navigating and using the system. Integrations are many and easy to connect/start using. The ability to connect to a lot of different providers saves until hours in efficiency. Review collected by and hosted on G2.com.

The cost is a little high, but acceptable. Workflows are a little clunky and the ability to automate tasks is something missing that would make Wealthbox invaluable to a practice. While their customer service is very timely, I'm not a fan of not being able to talk to a human. Review collected by and hosted on G2.com.

Being able to have calendar workflows and opportunity tracking all in on place. It keeps me organized and able to keep things from falling between the cracks. Review collected by and hosted on G2.com.

There are not a lot of downsides. One that I have experienced is that it is not very customizable with Zaiper. You can only start email campains with tags. You can not create zaipers on specific workflows. Review collected by and hosted on G2.com.

I love to be able to customize the layout, and how it offers SO many different options for the financial advisor to track, follow up with and watch the processes happen. Review collected by and hosted on G2.com.

not being able to talk to someone live when I have a question and waiting for an email back to solve the issue I am having. Review collected by and hosted on G2.com.

The ability to easily record and then later recall details on my interactions with clients. I can access any piece of info I am looking for in just a couple of clicks Review collected by and hosted on G2.com.

I wish there was more functionality with the workflows. Right now, the workflows are only reminders of what needs to be done, but i would like it to automatically take actions Review collected by and hosted on G2.com.