# Compare NetSuite vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare NetSuite and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/135757-175666/NetSuite-vs-Wealthbox --- # NetSuite vs Wealthbox Features and Cost Comparison Last updated July 7th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: NetSuiteWealthbox2/4 selected [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price Contact vendor Value-for-Money 3.9 Functionality 4.2 Ease of Use 4 Customer Service 3.8 Reviews Sentiment Based on [2,052 reviews](#user-reviews) Positive 1,746 Neutral 209 Negative 97 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Starting Price $59.00/month Value-for-Money 4.7 Functionality 4.4 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [146 reviews](#user-reviews) Positive 141 Neutral 3 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in B2B eCommerce Platform Software Best performer 12 / 16 Only NetSuite - Catalog Management - Communication Management - Customer Management 1 / 16 User satisfaction User satisfaction 4.2 User reviews[2,052](https://www.capterra.com/p/135757/NetSuite/reviews/) Ease of use 4.0 Functionality 4.2 Value for money 3.9 Customer support 3.8 User satisfaction 4.7 User reviews[146](https://www.capterra.com/p/175666/Wealthbox/reviews/) Ease of use 4.8 Functionality 4.4 Value for money 4.7 Customer support 4.5 Price starts from Price starts from \-- - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for From pre-revenue startups to mid-size organizations, businesses use NetSuite to automate core processes and get real-time insights into operational and financial performance. Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons SP Sachin P. Head of business Systems and integration > "Its real-time reporting and scalability were especially valuable for supporting business growth and decision-making. If you want, tell me your role (e.g., finance, ops, sales),..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7123381) RC Ronerissa C. Netsuite Admin > "Bugs and Issues: Occasionally, workflow automations or integrations (like those with Fiton for serial number tracking) can fail or produce duplicate records, requiring manual..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122536) MM Michael M. Netsuite Administrator > "It allows me to tailor solutions to specific business needs, streamline workflows, and build scalable systems that truly support operational efficiency." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116904) PFS Paul Fabian S. Web Deisngner, Developer. > "This limitation reduces efficiency in space planning and order packing, requiring workarounds that add time and complexity to daily operations." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7095982) SY Sadanandarao Y. NetSuite developer > "Furthermore, the ability to create custom records and fields without complex database management ensures the system scales effortlessly with evolving business requirements." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113826) JC Jasmine C. Accountant > "Probably struggling with the fixed assets - when we get errors that come back but not specific detail and have to create support cases to fix eg depreciation record does not exist" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116918) SP Sonu P. Systems Analyst > "It’s a powerful and reliable platform that streamlines business operations, especially in finance and data management. While there is a learning curve and occasional system..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113746) RK Rizwan K. ERP Solution Architect > "Updates or requested improvements can take a significant amount of time to be implemented, which may slow down business processes or limit the ability to adapt quickly to changing..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7123756) GW George W. Information Manger > "I’ve leveraged NetSuite’s customization capabilities, including custom fields and saved searches, to tailor the platform to business needs and help teams move away from outside..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7118269) TD Tasman D. Finance Manager > "At the current time our primary issue is system performance. Although we have reviewed the scripting and workflows and upgraded to 5 processors there still seems to be delays in..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116933) PFS Paul Fabian S. Web Deisngner, Developer. > "It scales well as your business grows, provides real-time visibility across departments, and offers extensive customization options to match complex workflows." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7095982) BN Bill N. Senior Accountant > "Creating saved searches is not very intuitive at times, it can be very difficult to find fields as there are several similar named fields." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116895) SS Shailen S. Accounting Manager > "Real-time multi-entity reporting, seamless consolidation, and scalable automation that streamlines close and improves accuracy across finance processes." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122127) BG Bevan G. Finance Business Partner > "Ability to access the data via reports and searches is somewhat limited which leads to confusion and frustration." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116946) GW George W. Information Manger > "I also appreciated the ability to create custom fields, which allowed us to capture the specific data points that matter most to the business and tailor the system to our unique..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7118269) AW Archie W. Finance Manager > "The complex customization and high subscription costs can make scaling feel like a constant hurdle." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122118) NK Nikunj K. Production and systems engineer > "Users also love its scalability; the "OneWorld" feature handles multi-subsidiary, multi-currency, and global tax needs seamlessly as a company grows. Because it is cloud-native,..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113760) RR Rizvi R. Financial Controller > "Integration issues and slow report performance and the built-in reports are not very useful or informative." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7114422) WX Wei X. Senior financial accountant > "It provides strong financial reporting and good visibility into business data. Once users become familiar with the system, it greatly improves efficiency and helps manage company..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113734) HB Heath B. Controller > "There are thousands of hours of training videos, but they all use the base software and many are out of date for the current user interface." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7156973) CM Christopher M. Director > "I like NetSuite because it brings finance, operations, and reporting into one \*\*cloud-based\*\* platform, so I always have real-time visibility without wrestling with silos or..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122351) SL Shahar L. Business Application Manager > "Creating suite scripts requires development knowledge, i.e. Java script and knowledge of Suite Script configuration. Since this is not accessible to all organization inhouse, this..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___6426746) OS Ogi S. Account Payable > "I’ve mainly used it for accounts payable, reconciliations, and reviewing financial data, and it has handled these tasks reliably." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7119019) EM Evelyn M. Senior Accountant > "Customization and reporting often require technical expertise, and support response quality can be inconsistent." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116876) VR Verified Reviewer Lead Applications Development > "As a developer, I have worked extensively with SuiteScript, workflows, and integrations to automate billing, manage large volumes of financial transactions, and connect NetSuite..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113754) VR Verified Reviewer Operations and Logistics Coordinator > "Can be complex to navigate, and implementation and ongoing customization require significant time and cost." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7089219) NC Nicka C. Data System Officer > "As someone with with experience with various ERPs, NetSuite has the edge in terms of 3rd party application integrations, okay customer support, and reports for actual vs budget..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7143936) SB Stephan B. Digital Marketing Manager > "The UI is extremely outdated, the browser compatibility is limited, and input fields exhibit odd behaviors such as defaulting to random values or counterintuitive keyboard..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___6654928) GZ Grace Z. Financial controller > "For example it can pick up memo of electricity bill, it allowed us to allocate expenses to correct period, improved forecast and budget process." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7117599) KZ Ke Z. Senior Accountant > "In addition, some reports and workflows are not very intuitive to set up, which can slow down daily operations." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116865) DC Dirk C. ERP administrator > "It brings financials, inventory, and operations together in one unified platform, giving you real-time visibility across the business." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116902) YH Yael H. Corporate Controller > "Billing schedules are very challenging- for example quarterly billing for 2 years and for 1 year requires 2 different billing schedules, the system can only divide the quantity..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___6427290) PJ Praveen J. ICT BUSINESS ANALYST > "You can manage financials, inventory, orders, and customers without jumping between different systems, which makes processes much smoother and more reliable." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113815) PLC Pepukai Loyd C. Senior Global AR Assistant > "The interface is not always intuitive, and it often takes time and proper training to fully understand how to navigate and use all its features effectively." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122183) KY Keson Y. Accountant > "I especially value its real-time reporting and dashboard capabilities, as they support faster decision-making and better visibility across the business." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116869) ES Edward S. Statutory and Regulatory Reporting Specialist > "Can be slow at times to run larger reports. If trying to see data across the whole organization, this can be considerable." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113755) NK Nikunj K. Production and systems engineer > "NetSuite’s biggest "pro" is its unified database, which creates a single source of truth across finance, CRM, and inventory." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113760) MT Mark T. Group Financial Controller > "The Fixed Asset module is slow and clunky and lacks certain reports that auditors would expect." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122132) OS Ogi S. Account Payable > "What I like most about NetSuite is that it keeps financial and operational data in one place, which makes it easier to follow transactions from start to finish." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7119019) NJ Nicolas J. FPA manager > "Implementation times and cost , for every feature being behind a paywall or additional licensing hard to asses from the start" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113849) OS Ogi S. Account Payable > "Over time, I’ve become more comfortable with features like saved searches and reporting, which help me work more efficiently and keep track of outstanding items or exceptions." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7119019) VR Verified Reviewer Product owner > "biggest downsides are cost, complexity, and the effort required for implementation and customization" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7104180) RK Rizwan K. ERP Solution Architect > "Instead of relying on rigid, one-size-fits-all approaches, a customizable solution adapts to changing requirements, integrates with existing tools, and scales alongside growth." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7123756) VR Vanesa R. Global Accounts Payable Manager > "The price is quite high if you want to get the full functionality of the system. And sometimes it is a bit difficult to find how the work" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122216) AG Andres G. BUSSINES ADMINISTRATION > "The real-time reporting and data visibility are especially valuable for decision-making. Although there is a learning curve at the beginning, once you become familiar with the..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7096847) VR Verified Reviewer Controller > "The gap between what NetSuite promises in the sales cycle and what their implementation and support teams actually deliver is massive." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7134221) LA Leandro A. Senior Accountant > "NetSuite offers strong integration, real-time data visibility, and scalable workflows. And the Netsuite Next will bring lots of benefits." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7121811) LF Lachlan F. GM of Finance > "In recent time we have occassionaly encountered issues with speed of loading pages, which is impacting productivity" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7114435) JV James V. It Support Officer > "NetSuite provides a centralized system where financials, jobs, and operational data can all be managed in one place." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113840) MK Mack K. COO > "Then on the item receipt, we can't see the total dollar value per line so the guys are constantly receiving parts at the wrong dollar value, making AP's job really difficult. And..." [See full review](https://www.capterra.com/p/135757/NetSuite/#SoftwareAdvice___6403782) LF Lloyd F. Director > "The way that Oracle netsuite have embraced AI to turbo charge its operation. And enable users to become more intelligent about the date they are using in less time" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122349) LO Lori O. Controller > "The customization that needed to happen to fit NetSuite into our current work processes and the transferring of data from our QB system to NetSuite was not smooth due to going..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___6476831) PLC Pepukai Loyd C. Senior Global AR Assistant > "What I liked most about NetSuite is its ability to centralize all key business functions into one unified, cloud-based system." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122183) AH Ahmad H. Finance manager > "Prices and the customer service if we are on the normal one we will never have enogh answer and its always short" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7093163) SGD Stephanie Gail D. General Accountant > "As a general accountant in our company, Netsuite helps me in giving me appropriate financial reports in order to report in the management" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7139979) GA Gabby A. Business Analyst > "Sometimes system can be slow especially on the payroll mode due to having many scripts." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113819) TZ Teresa Z. FC > "What I like the most about NetSuite is its innovative AI technology, which could significantly reduce the amount of manual work involved within the business" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116877) NC Nissam C. ERP Consultant > "NetSuite can be expensive, complex to customize, slow at times, and requires training to use effectively." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7093156) KY Keson Y. Accountant > "Overall, NetSuite stands out for its ability to streamline processes, strengthen financial oversight, and support scalable growth in a practical, user-friendly way." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116869) SB Stephen B. Accountant > "Works well for most aspects but FSM lets it down and is time consuming to manage with rubbish data." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116899) JC Jessa C. Customer Service Support > "Finance, sales, inventory, and reporting all connect smoothly, and having real-time visibility into operations is a big advantage." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7140006) SP Sonu P. Systems Analyst > "The system has a learning curve, and the interface can feel outdated at times." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113746) SY Sadanandarao Y. NetSuite developer > "It is a powerful tool for any organization that requires a scalable, cloud-native ERP to centralize its operations and technical stack." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113826) RR Rasilkrishnan R. Master Data Manager > "This makes issue in our system my duplicate creation of records." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116977) AG Andres G. BUSSINES ADMINISTRATION > "It’s a robust and comprehensive platform that helps streamline financial and operational processes within a single system." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7096847) FN Fiona N. CFO > "The lack of flexibility to build management reports to requirements." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116937) AS Anastasia S. Accounting Manager > "What I like most about NetSuite is its all-in-one structure—financials, reporting, and operations in one place." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116917) RK Rizwan K. ERP Solution Architect > "One of the main drawbacks is the delay in adding enhancements and new features." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7123756) GW George W. Information Manger > "I started on the operations side as an end user, which gave me a ground-level understanding of how the system supports day-to-day business processes." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7118269) EA Erwin A. Senior Financial Controller > "No module for property and real estate, hospitality, property management aren’t as available." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116903) HV Hernan V. CFO > "It provides the right tools, realiable data in real time that allow to take strategic decisions with less margin error." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7094715) PLC Pepukai Loyd C. Senior Global AR Assistant > "The implementation process can also be lengthy and resource-intensive for businesses without dedicated IT support." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122183) KZ Ke Z. Senior Accountant > "Having financials, CRM, inventory, and reporting connected in real time makes operations far more efficient and reduces manual work." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116865) ES Ekadashi S. Administrative Assistant > "We used to have a customized item to insert multiple serial numbers in one go but now I have to do it one by one because the customization went away and we do not want to keep..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___6577886) KZ Ke Z. Senior Accountant > "I also appreciate its cloud-based accessibility, which allows teams to collaborate from anywhere without complicated infrastructure." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7116865) AH Adam H. Dir. IT Program Management > "The inability to communicate within the software via a 'chatter' type functionality. While we could leave notes and comments, there wasn't a way to tag users/groups without..." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___6841820) NC Nicka C. Data System Officer > "What I kike about NetSuite is how easily to store data and generate reports including how easy the integration from other application" [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7143936) PLC Pepukai Loyd C. Senior Global AR Assistant > "Another downside is that certain tasks may take more steps than expected, which can slow down productivity." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122183) PLC Pepukai Loyd C. Senior Global AR Assistant > "Beyond that, I appreciate how everything is integrated into one system, which makes managing financials, customers, and operations much more efficient." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7122183) PJ Praveen J. ICT BUSINESS ANALYST > "Performance can be inconsistent at times, especially during large data loads." [See full review](https://www.capterra.com/p/135757/NetSuite/#Capterra___7113815) [View Reviews](https://www.capterra.com/p/135757/NetSuite/reviews/) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) Tony B. Operations Manager > "so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) Tony B. Operations Manager > "Here is the issue, Wealthbox does not offer Search capabilities within Workflows...." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___7152534) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous ..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AB Anna B. Financial Advisor > "Entering client notes can be done quickly from the home page. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3078441) PT Pierre T. Director > "A few functions not possible, eg create tasks in bulk." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665) EN Elsie N. Client Service Associate > "We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface 4.23 (2,052) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.65 (146) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features NetSuite Top features 12/16 - AI Copilot - Bulk Ordering - Catalog Management - Communication Management - Customer Management - For B2B - Generative AI - Inventory Control - Mobile Access - Order Management - Payment Options - Promotions Management - Reordering - Reporting/Analytics - SEO Management - Shipping Management [See all features](https://www.capterra.com/p/135757/NetSuite/#features) Wealthbox 1/16 - AI Copilot - Bulk Ordering - Catalog Management - Communication Management - Customer Management - For B2B - Generative AI - Inventory Control - Mobile Access - Order Management - Payment Options - Promotions Management - Reordering - Reporting/Analytics - SEO Management - Shipping Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition No recognitions have been awarded to NetSuite Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support NetSuite Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Wealthbox Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details NetSuite - By Oracle - Located in United States - Founded in 1977 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,475)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Contact vendor for pricing Price $38/month 4.2 Features 4.3 4.0 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/135757-190778/NetSuite-vs-QuickBooks-Online) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) $59/month Price $39/month 4.4 Features 4.0 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/121349-175666/RedTail-CRM-vs-Wealthbox) [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,659)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) Contact vendor for pricing Price $2210/year 4.2 Features 4.4 4.0 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/135757-174984/NetSuite-vs-QuickBooks-Enterprise) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) $59/month Price $65/month 4.4 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox) [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/) Contact vendor for pricing Price $25/month 4.2 Features 4.3 4.0 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-135757/Xero-vs-NetSuite) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $59/month Price $14/month 4.4 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox) [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) vs [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[4.37 (2,564)](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/reviews/) Contact vendor for pricing Price $1922/year 4.2 Features 4.3 4.0 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/135757-212058/NetSuite-vs-QuickBooks-Desktop-Pro) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) vs [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (711)](https://www.capterra.com/p/76/Intacct/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.2 Features 4.2 4.0 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76-135757/Intacct-vs-NetSuite) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox) [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) vs [Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Contact vendor for pricing Price $31.1/month 4.2 Features 4.2 4.0 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135618-135757/Odoo-vs-NetSuite) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.65 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) $59/month Price $29.9/month 4.4 Features 4.2 4.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/123032-175666/Nimble-vs-Wealthbox)