Wealthbox
103 reviews
- 1 profiles
- 1 categories
Average star rating
4.5
Serving customers since
2014
All Profiles
Wealthbox Reviews
JM
Jesus M.
CRM made easy
Adding clients is easy. Integration to planning software makes life a lot easier.
RP
R P.
Financial Planner | Tax accountantSolid, customizable CRM
Wealthbox CRM is highly customizable. It has well-documented APIs to integrate into other systems. I can search reliably and create tasks externally. Low cost for all the features I need.
MC
Michael C.
Wealthbox beats all other CRMs for Independent Financial Advisors
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.
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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