Wealthbox CRM Review 2025: Best CRM solution for Financial Advisors
My Verdict
Users can enjoy more customized functionalities and CRM solutions when they opt for the Enterprise plan. Wealthbox experts provide professional help to users on the best plan to pick and how the features will enhance and optimize their operations.
- Customized for financial advisors
- Efficient customer contact management
- Plenty of functions on Basic plan
- Personalized user package
- Pricey
- Record searching issues
Integrations
Recommended by our experts
What Does Wealthbox CRM Do?
Wealthbox is a modern customer relationship management system designed for financial advisors. The system provides all the key features and functionalities financial advisors need to interact and connect with customers, coworkers, and prospects. It has automated workflows that users can customize and build templates that enhance efficiency of business processes across teams.
Wealthbox Mail features a two-way synchronization of the user’s email and the system, thus increasing email communication efficiency. The CRM has an opportunity tracking feature with a detailed sales pipeline overview. Users know where they stand with their prospects using the customized stages. The Kanban board interface enables simplified tracking and managing of customized opportunities. I feel that Wealthbox has several functionalities that are extremely helpful to modern financial advisors.
Key Features of Wealthbox CRM
Wealthbox has a myriad of functionalities that enable financial advisors’ overall productivity and customer experience. The features optimize professionals’ critical tasks, from reporting and lead management to email communication and data collection.
Contacts
The CRM system has a contact record page with a simple and quick note-taking interface. Users can track all communication from different channels, including phone calls and emails. They can also update and manage customers’ financial information and files. Helpfully, Wealthbox has a click-to-call feature, which allows users to call their customers by just clicking on their contact information on the system.
The email Dropbox feature enhances smooth communication using the Wealthbox email Dropbox address. Connecting to the relevant contact record page for a specific contact, helps keep your data organized. Wealthbox also allows users to develop customized customer fields such as checkboxes, text dates and special texts based on the user’s requirements.
The contact management function helps tag and group contacts in the system. Users can use advanced filtering features and tagging when looking for specific contacts. There is less time spent looking for contacts and communicating with them.
Tasks
The Wealthbox Task Inbox creates tasks on the platform and links them to financial advisors’ opportunities or contacts. The system also helps managers to seamlessly assign various tasks to colleagues and have an overview of the task’s progress. Project management is easier with the Wealthbox CRM. The system ensures smooth communication with everyone on project initiatives using a dedicated project management function in CRM.
Activity Streams
The activity streams in Wealthbox enable the collaborative handling of different tasks. The Wealthbox Team Stream provides real-time and live updates on various tasks handled by the team. Apart from easily tracking a task’s progress, it’s easy to communicate with their assistants and partners. Traditional and rigid communication is eliminated by using emoji messaging. Staff can add flavor to their updates and messages when updating Wealthbox’s commenting system and activity stream.
The “@-mention” helps in referencing information. There’s also the option to add notes on the customer’s profile without technically linking to the customer’s contact page. This allows other users to spend less time reviewing the whole contact list and looking for a specific customer. The notes are editable, and the editing history is displayed on the customer’s contact page. Every entry on the customer’s information has a timestamp and comprehensive review.
Available Integrations
Various third-party applications integrate with Wealthbox to enhance and optimize business operations. The integrations are grouped into multiple categories based on their functionalities. Some of the popular integrations include:
- Addepar
- AdvicePay
- AdvisorStream
- Andes Wealth Technologies
- Annuities Genius
- Apple Calendar
- Asana
- Asset Map
Wealthbox pricing plans
Pricing Plan
Wealthbox has a simplified pricing system, with a 14-day trial version, but no free plan. Plans are charged per user, per month, and can be billed monthly or annually, with the support team providing a discounted rate for the annual option.
Businesses are able to adjust their billing plans whenever they need to, whether changing the billing frequency or the number of users. There are no restrictions, and changes are implemented in the next billing period. Companies can pick a pricing plan based on the size and number of users which allows firms with larger teams to pick a more effective subscription level.
I feel that this flexibility enables smaller teams to upgrade when their business grows and has increased CRM needs.
Educational resources available on Wealthbox
Is Wealthbox CRM Easy to Use?
The Wealthbox interface is very user-friendly. Besides the 14-day free trial, which allows users to explore the various features of the CRM, Wealthbox has a product overview function. The product overview section has videos that provide a more detailed explanation of how the CRM works, and they cover all the system’s features, making it easy for users to get specific assistance when dealing with challenges.
Wealthbox also has a blog section filled with written content for additional guidance on the onboarding process. Platforms frequently host webinar events featuring CRM experts who provide insightful advice on how to get the most out of the system.
Which Companies Work with Wealthbox?
Several companies use Wealthbox as their CRM tool. Below are some of the companies that continue to enjoy enhanced productivity by using Wealthbox:
- Avidian Wealth Solutions
- Tortuga Financial
- Martin Wealth Management, LLC
- Maven Wealth Management
- Cornerstone Wealth Services
Last Thoughts
Wealthbox is a reliable CRM for financial advisors. It also has features for banks and credit unions, enterprise firms, broker-dealers and OSJs, and family offices. Companies in the finance industry looking to elevate their sales process and lead conversion through CRM will substantially benefit from Wealthbox. In my opinion, the flexibility in billing makes the CRM suitable for different companies regardless of their team sizes and means it’s very scalable.