# Compare monday.com vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare monday.com and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/147657-175666/monday-com-vs-Wealthbox --- # monday.com vs Wealthbox Features and Cost Comparison Last updated March 13th, 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: monday.comWealthbox2/4 selected [monday.com](https://www.capterra.com/p/147657/monday-com/)[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## monday.com](https://www.capterra.com/p/147657/monday-com/)[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $9.00/month Value-for-Money 4.3 Functionality 4.4 Ease of Use 4.5 Customer Service 4.4 Reviews Sentiment Based on [5,720 reviews](#user-reviews) Positive 5,347 Neutral 302 Negative 71 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](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 [145 reviews](#user-reviews) Positive 141 Neutral 3 Negative 1 ## Summary * * * Key features rated by users Features selected based on 32,873 reviews from project management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 83%Fit High performer Feature ratings Task Management 4.6 Multiple Projects 4.6 Project Planning/Scheduling 4.6 Commenting/Notes 4.3 Activity Dashboard 4.5 \--%Fit Missing features Feature ratings Task Management 4.3 Multiple Projects NA Project Planning/Scheduling NA Commenting/Notes NA Activity Dashboard 4.0 User satisfaction User satisfaction 4.6 User reviews[5,720](https://www.capterra.com/p/147657/monday-com/reviews/) Ease of use 4.5 Functionality 4.4 Value for money 4.3 Customer support 4.4 User satisfaction 4.7 User reviews[145](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 $9Per User, Per Month - Free version - Free trial Price starts from $59Per User, Per Month - Free version - Free trial Best for Best for A multitude of teams, big, small, and cross-functional, in a variety of industries worldwide. Its intuitive interface and customization capabilities makes it suitable for any project and business. Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons JC Jack C. Manager > "Monday.com is excellent for teams that need flexible workflows, visual project management, and strong collaboration within larger organizations willing to invest in..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680) AM Aqiral M. Project Management Solution for Growing > "Also, the pricing structure becomes expensive if you need many seats or advanced features, and some important functions (like time tracking or certain automation) are only..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7057168) JC Jack C. Manager > "It offers highly customizable boards, workflows, and multiple viewing options (Kanban, Timeline, Gantt or Calendar) with built-in automation that lets you reduce..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680) MH Michael H. Sales and Support > "Honestly, I dislike very little. But the two things would be notifications (tend to be overwhelming in quantity and hard to curate properly) and search (I'm not always..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7099759) Rene M. IT Manager > "Integrations with tools like Slack, Google Drive, and GitHub, along with robust automation, make it ideal for remote and offshore teams." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067346) RV Ravi V. Quality Analyst > "some features are over complicated , some easy things like reporting and time tracking requires paid add ons - mobile app is bit clumsy as well." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7041730) VR Verified Reviewer Accountant > "You can customize Monday.com however you want allowing for automizations and systems to be utilized according to your needs making it very powerful." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7085297) VR Verified Reviewer Area Sales Manager > "Monday com interface is very much cluttered and there is too many active boards and sometimes it gets difficult to find a item during a busy period or when you're under..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7071680) David F. Business Manager > "I like that it allows enough customization to track projects in detail, along with owners of each task with a project." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7092823) IL Ilaria L. Assistant Reservations Manager > "What is not the ideal about this platform is that everything has to be inserted manually and it was not integrating with our main booking platform." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7049452) Elena T. Email Marketer > "What I liked the most about Monday.com is that I can open different spaces for different clients and use It as my main operacional tool (Content plan, feedback,...)." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7105147) RK Rob K. Owner and Chiropractor > "per month seems like overkill for something that does what other systems like a google document, shared apple notes, skylight, etc" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7095419) VR Verified Reviewer Digital Marketing Manager > "The colors, branding, interface, and instructional information provided within the interface are very inviting and non-intimidating for non-technical people." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7086856) AE Annie E. Marketing Communications Specialist > "There are certain glitches that I don't love - the dashboard to calendar view always glitches for me and doesn't allow for easily creating a social content calendar." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6779437) VR Verified Reviewer Proprietor > "Features such as the ability to view projects and tasks in multiple views (table, Kanban and calendar for example), and the automations are amazing." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6882552) JL Joe L. IT Administrator > "for example if multiple people are editing the same field it takes too long to update and the other person editing might add the same information twice." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7113635) HG Hadassah G. Customer Advocacy Specialist > "The ability to easily set up custom workflows including custom forms and automations, makes it easy to set up project tracking and get to work immediately." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865208) VR Verified Reviewer Digital Marketing Manager > "However, it has serious limitations compared to, say, Jira, or another platform used to manage intricate projects spanning multiple teams." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7086856) IC Isabella C. RevOps Manager > "We use it for project management and ongoing task management, and it is great for helping teammates keep track of overall project progress as well as individual tasks." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6801266) KV Katie V. HR Generalist > "Without making necessary changes, you can get flooded with email and app notifications for everything. If you're not careful, it can be a distraction." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7027155) VR Verified Reviewer Marketing member > "Perfect for scheduling my daily activities which makes my day organized and I use it every time for work schedules too to synchronise with my daily schedules" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6874182) MG Matt G. Account Executive > "There is limited offline access which can be difficult if I am on a plane or somewhere where I do not have access to Internet or data" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7035939) VR Verified Reviewer Marketing Generalist > "I love the fact that you can build in dependencies and it integrates with several other softwares such as Zoom, Gmail, and Slack (to name a few)." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7083156) AF Alex F. Marketing Specialist > "I don't like how it's not automatic to have an item's properties visible once you click on it - you have to add this via customisation and add "item card" and "subitem"..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865576) PM Patrick M. Chief Accountant > "I use monday.com across all the four organizations where I currently work. How it allows me to collaborate on project accounting tasks with colleagues in one central..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6873193) DS David S. VP of Technology > "Discounted one star as sometime the interface feels too dumbed down and it takes some time to figure out where to see/find/add an option we need for a particular project." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7063837) MM Matt M. CEO > "It is a fantastic platform with great integrated features for us to communicate and update projects with a live feed and in real time." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7051084) Rene M. IT Manager > "Some advanced capabilities are restricted to higher pricing tiers, and boards can become cluttered if not organized carefully." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067346) CT Carmellita T. Director > "The best part of Monday is the educational tools and seminars to help you not only get maximum value from the platform, but it also helps you create better processes for..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6799841) AF Alex F. Marketing Specialist > "I don't understand why you can't save a filter on a main view of a board. Or when you have a saved views with various filters, why those filters wouldn't automatically..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865576) TV Thomas V. Market research interviewer > "This helps to track and manage a lot of aspects of my sales, customer data, and more." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7079209) VR Verified Reviewer Marketing > "The changes to the site and the requirements made it hard to trust access controls would not change week to week" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7045432) DO Darlington O. Senior Associate > "It is useful for scheduling things and allows various production teams to use monday.com to manage their hectic work schedules and production needs." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6841789) David F. Business Manager > "For example, when a task is completed, it doesn't always waterfall correctly, or notify the next owner of a task." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7092823) PB Paul B. Customer Experience Manager > "Fast project track and management, easy automations and versatile reminders, efficient in search per board and whole account "search everything"." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6806908) SC Sean C. Marketer > "You can run opps for any team, but it might not be the best option for a specific one." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7042680) DI Doga I. Director > "The colour-coded boards and customisable views made it easy to see project progress easily and stay aligned with other team members." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7025685) AL Alayna L. Program Manager > "I feel that it did lack some features that could have been useful, including time tracking for staff, or specific details for clients." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6858407) HD Harry D. Paid Media Manager > "Monday makes task organisation easy, working across multiple teams and departments we are all able to collaborate and keep track of our workload!" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7028635) SK Sheniga K. HR > "we had a lot of issues with the implementation with bugs but many were also user errors that could have been avoided" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7023305) VR Verified Reviewer Instructional Designer > "Collaboration is seamless with tagging, file sharing, status updates, and real-time notifications." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7103186) KK Kassidy K. CEO and chiropractor > "We didn’t use it to its full capabilities, so decided to cancel because the monthly fee wasn’t worth what we used it for." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7095408) Kyle D. Fleet Operations Engineer > "I can set up boards in a way that makes sense for my specific workflows, and the automations help cut down on repetitive tasks." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6866001) Caitlin X. Retention Manager > "Sometimes I feel like things bug out a little, like I will write a brief, save it, and then it disappears." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7081168) RM Rachel M. Prior Authorization Specialist > "That it allows multiple users to use this database at the same time and the data storage is amazing." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7043338) AM Aqiral M. Project Management Solution for Growing > "The mobile version and mobile app are often criticized as less functional or harder to use than the desktop version." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7057168) JK Johanna K. Senior Manager of Communications > "Being able to track and share events details within our teams has helped us avoid a lot of collisions where things get overscheduled for our employees or leaders." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6766327) VR Verified Reviewer Coach > "Sometimes too many customization options is too much." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7039600) JL Jessica L. President > "What I like most about Monday.com is the ability to import and export the boards to Microsoft excel." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7084802) MP Miyah P. production assistant > "That i cant message coworkers or bosses one on one. Or that coworkers could see dialogue of my tasks, if they're not assigned to it." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865138) VR Verified Reviewer Marketing Generalist > "Although I didn't PERSONALLY pay for Monday, I worked for clients who were only making $100,000/year to clients who were multi-million dollar companies and Monday worked..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7083156) TS Tajbe S. Business Systems Analyst > "Difficult to create a cohesive project document library as attachments usually are required to be linked to a specific item/task" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865205) ME Madison E. Quality Improvement Consulting > "It helps me to stay organized, provides activity logs, and assists in workflow management." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067778) VR Verified Reviewer Proprietor > "There are some limitations in the platform such as an inability to create some automations at the sub task level." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6882552) Crystal V. Customer Marketing Specialist > "I love it so much that I have found myself creating my own personal boards to manage my own projects and I could even see myself using this for personal things outside of..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7101758) VR Verified Reviewer Consultant > "To go even further, the portfolios do not read up from the projects that it contains." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7087566) PQ Pierre Q. Ict admin > "Being able to build a workflow from scratch or start from a template — then tweak every field to match our team’s process — is incredibly empowering." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6870555) VB Vince B. Community Manager > "A lot going on sometimes, the UI can get cluttered and overwhelming to navigate at times when there are a lot of projects." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865307) SS Sarah S. Project Coordinator > "As someone who juggles multiple projects, timelines, and team members, this platform has completely transformed the way we stay organized and on track." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6814805) VR Verified Reviewer Customer Marketing Specialist > "Once the design team has completed a graphic, image, or one-sheet, it can be challenging to locate the final files later if you can't remember the specifics of the project." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6535714) SM Sampad M. Software developer > "Overall, it gives my team visibility into who is working on what, makes our collaboration smoother and reduce miscommunication." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7053195) AW Adam W. Operations Manager > "It can become difficult sorting through the notes of each task." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7087950) MJ Maurice J. Sr. Director of Risk Management and Safety Compliance > "Having an affordable option with the ability to create Ghant style project management charts has helped my department grow more efficiently." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6838916) SM Sampad M. Software developer > "The mobile app is not as optimized as the web version." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7053195) TM Tyler M. Social Media > "It has the ability to hand numerous tasks and provides a great overview via the calendar view that allows you to see all upcoming tasks available." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6477168) DH Derek H. Project Manager > "The interface can start to seem a bit cluttered as you get a lot of tasks and items listed." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6773887) DH Dale H. Dean > "We did quite well in the beginning, sorting, labeling, assigning tasks, etc. But, then, life takes over and most of us began using our calendars and other tools." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6805766) TR Todd R. President > "The set up can be difficult for admins without consult on naming conventions and hierarchy - I have seen agency owners struggle with this." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6829632) VD Vlad D. Project manager > "We've managed to save time when creating new tasks and preparing for our weekly management meetings, while also cutting costs by efficiently tracking project progress and..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6484576) AB Arianne B. Assistant Customer Service Manager > "I don't like it when my calendar freezes and that I have to refresh it to load again." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6815860) Aiste K. Marketing Manager > "The platform's customizable boards allow me to easily track campaign progress, set deadlines, and assign tasks, ensuring everyone is aligned." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6449186) JD Jackie D. Logistics Analyst > "I feel like the dashboard is so cluttered and while I love that I can see my coworker's tasks and progress, I don't always need to and it causes a distraction." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6830954) JC Juniper C. Director > "My favorite things about it were the colorful boards, customizable workflows and collaborative features to monitor progress, manage tasks, and keep everyone in alignment." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6579697) MC Mathis C. Senior Software Engineer > "The user experience is not intuitive, making the learning curve steep and requiring substantial time investment." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7025915) EM Emily M. operations manager > "It has streamlined project management by centralizing tasks, timelines, and communications in one platform, fostering collaboration and clarity among team members." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6359102) AL Alexandra L. Customer success manager > "We paled for Monday for a year but most of the team stopped using it after the 4th mint because it was imposible to find the information." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6795387) JJM Jonel John M. Social Media Specialist > "Monday.com's combination of user-friendly design, collaboration features, automation, and customization options make it a popular choice for teams looking to streamline..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6235021) JL Jessica L. President > "What I like least is some times the program is very difficult to use and figure out which apps to use with it." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7084802) RR Rafia R. Graphic Designer Visual Branding > "The visual dashboards and customizable workflows make it easy to adapt the tool to different projects." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7113664) SC Shonika C. Associate Supply chain > "Users who receive numerous notifications or updates from monday.com may find it challenging to manage or prioritize notifications effectively, potentially leading to..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6391095) [View Reviews](https://www.capterra.com/p/147657/monday-com/reviews/) 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) 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) 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) 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) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) 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) 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) CG Caroline G. Marketing Associate > "I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) 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) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) 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) 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) 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) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) 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) 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) 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 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 4.57 (5,720) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.68 (145) ## 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 Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Activity Dashboard 150 Important Agile Methodologies 120 Important monday.com Top features 44/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/147657/monday-com/#features) Wealthbox 13/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition No recognitions have been awarded to monday.com No recognitions have been awarded to Wealthbox ### Deployment & support monday.com 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 monday.com - By monday.com - Located in Israel - Founded in 2014 Wealthbox - By Starburst Labs - Located in United States - Founded in ## 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