Wealthbox
102 reviews
- 1 profiles
- 1 categories
Average star rating
4.5
Serving customers since
2014
All Profiles
Wealthbox Reviews
AP
Andy P.
Wealthbox is Outstanding!
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.
SS
Sherry S.
Wealthbox Review
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.
GE
Gina E.
Guiding You Toward Financial FreedomUser Friendly CRM for Financial Advisors
I love that I can enter information on the app.
About
What is Wealthbox?
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Details
Year Founded
2014
Website
www.Wealthbox.comHunting for software insights?
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