# Compare monday.com AI Work Platform vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare monday.com AI Work Platform 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 AI Work Platform vs Wealthbox Features and Cost Comparison Last updated July 6th, 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.com AI Work PlatformWealthbox2/4 selected [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.6 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.6 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $9.00/month Value-for-Money 4.3 Functionality 4.5 Ease of Use 4.5 Customer Service 4.4 Reviews Sentiment Based on [6,072 reviews](#user-reviews) Positive 5,681 Neutral 318 Negative 73 [## 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 * * * Key features rated by users Features selected based on 37,359 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 84%Fit High performer Feature ratings Task Management 4.6 Multiple Projects 4.6 Project Planning/Scheduling 4.6 Commenting/Notes 4.3 Workflow Management 4.6 \--%Fit Missing features Feature ratings Task Management 4.3 Multiple Projects NA Project Planning/Scheduling NA Commenting/Notes NA Workflow Management 3.6 User satisfaction User satisfaction 4.6 User reviews[6,072](https://www.capterra.com/p/147657/monday-com/reviews/) Ease of use 4.5 Functionality 4.5 Value for money 4.3 Customer support 4.4 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 $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 LK Lokesh K. Application Developer > "The AI integrations have been a game-changer for me, specifically for summarizing complex technical documentation and generating SEO-ready marketing content, which has significantly compressed our project lifecycles." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142007) SZK Samara Zuri K. Director of Project Controls and Finance > "Monday.com lacks a native functionality for tracking overhead allocation, depreciation schedules, complex billing and earned value management ." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7176777) CH Corey H. Senior Manager > "Boards, columns, automations, and views can be tailored to suit different teams and workflows, allowing us to manage everything from day‑to‑day tasks to more complex operational processes in one platform." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139801) CG Ciaran G. Operations Manager > "Additionally, certain views and reporting tools lack depth compared to more specialised project management software, making it harder to extract detailed insights without extra setup or external tools." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141849) ZB Zion B. Commercialization Sr. Associate > "The ability to connect board - track multiple projects in one dashboard and the portfolio solution in enterprise are all amazing additions to company project tracking and workflow management." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139316) AB Andreja B. Senior Platform Engineer > "At first, I spent way too much time tweaking colors and columns instead of actually working. Plus, their "seat-package" pricing system (where you must pay for a minimum of 3, 5, or 10 users) deeply annoys me when I..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7164335) AH Amber H. CEO Owner > "As someone who builds automated operational systems for various service trades, I find the ability to customize boards for everything from high-level project management to granular lead tracking essential." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7149944) ES Eden S. Brand Manager > "In Asana, you can link multiple boards (or projects) quite easily, whereas in Monday, the process feels more complicated than it needs to be. While I understand that it is possible to connect boards, it requires..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141605) MD Megha D. Sr. Project Manager > "The platform is user-friendly, visually intuitive, and adaptable to different workflows, which makes it easy to manage multiple projects efficiently. While there are some limitations in terms of pricing and advanced..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140787) YS Yashraj S. Senior specialist > "Mobile App Limitations: While the mobile app is functional, it lacks the full depth of the desktop version, making complex board management difficult on the go." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317) AW Ashley W. Property > "The customisation options are strong, allowing you to tailor boards to suit your business needs, and the integrations make it easy to connect with other tools we already use." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139794) 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 available in higher-paid plans — which may..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7057168) DH Daniel H. Senior Lecturer > "monday.com provides us with superb digital work planning and organization features which enables us to lay proper plans for all operations in our institution, allowing us to keep all operations in the institution..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7169356) JP Jonathan P. Digital Content Specialist > "I wish the reporting can be more in depth which I need for complex business and while handling large dataset the performance gets a bit compromised." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7160359) 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 scalable tools with automation and integration..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680) LD Lochlan D. Director > "Plenty of small businesses would benefit and don't, purely because of that barrier. And there's constant noise — non-native add-ons being pushed, AI features being promoted — when I just want to get on with building..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142332) KW Keye W. Chief of Staff > "Overall, monday.com has been a valuable tool in helping us centralize workflows and improve operational efficiency. As we continue building out structured processes and integrating it with other systems, it is becoming..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7145848) YS Yashraj S. Senior specialist > "Notification Overload: The default notification settings can be overwhelming; if not carefully managed, users can easily lose important updates in a sea of "pings."" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317) LT Luciano T. Customer Management > "The platform offers a high level of customisation, allowing teams to tailor workflows to their specific needs, which enhances productivity and collaboration." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7148415) KV Kerri V. Social Media Coordinator > "If the number of active workspace is great than the notifications gets overwhelm to handle and the large board become bit hard to navigate through the project." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7163012) DH Daniel H. Senior Lecturer > "Having monday.com has made collaboration on all our institution operations become a reality and has also made it easy for us to monitor the real-time status of all operations making it possible to identify anything..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7169356) JT Jody T. Communications and Development > "We have been with Monday.com for almost three years and just over a year ago we ran into a billing and platform upgrade simultaneously, this caused a problem for us to log in and we had to step back to the legacy..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139875) PH Paul H. Creative Director > "monday.com has also been a very useful link up point for our departments and teams allowing us to have a central workstation where we can collaborate on our operations easily to ensure fluidity of operations in the..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7168473) 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 able to search as targetted as I'd like to be able..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7099759) AF Andreia F. Head of Operations and Growth > "What I like most about monday.com is the integration between CRM and work management — when a deal closes, the information automatically flows from one side to the other, which saves time, reduces manual work, and..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7144053) CH Colton H. Director of Product Development > "That said, the cost feels high relative to how we use it—particularly for sales staff who primarily rely on it just to submit order forms, rather than leveraging its full capabilities." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139487) AH Amber H. CEO Owner > "The automation engine is a game-changer; it allows me to create "hands-off" workflows that ensure nothing falls through the cracks, which is vital when managing multiple business entities simultaneously." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7149944) ZB Zion B. Commercialization Sr. Associate > "For example, layered automations are not a thing, which can be very limiting, and the inability to automate based on formulas and text is frustrating." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139316) Diego G. Project Manager > "For a roll-out project involving multiple locations, the ability to automate status changes and instant notifications is invaluable; it significantly reduces manual work and ensures all stakeholders are aligned." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140495) LS Leigh S. Legal Services Manager > "The requirement to subscribe with a minimum number of users made it less flexible, particularly for smaller teams or more tailored use cases." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140034) 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 repetitive tasks and streamline workflows." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680) AL Ashley L. HR and Systems Manager > "Workflows are of course better, but when everything we've built is in automatons we have to essentially do a complete rebuild while still trying to run a business and use the product which doesn't make things easy." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140768) JS Justin S. Digital Marketing and Content Executive > "I enjoy collaborating across Monday.com because it allows me to work in a way to work best with each stakeholder, with every user having a tailored experience and only have the relevant information to them, in front of..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139706) LS Ludmila S. Manager > "Monday's per-seat pricing model gets expensive fast — especially when you want to bring in cross-functional contributors (design, sales, support) who only need occasional access." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139503) RS Radha S. Legal Assistant > "Once set up, it made collaboration much easier by clearly showing ownership, deadlines, and status updates in one place. While there is a bit of a learning curve at the beginning due to the many customization options,..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7135547) CL Chantel L. Head of PMO > "People might start using it, but without clear guidance, they often use it inconsistently or don’t use the AI features effectively. If too much is introduced at once, it can feel overwhelming, and teams end up only..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139919) DH Daniel H. Senior Lecturer > "It provides us with great visual dashboards which allows us to monitor the status and progress of our operations in real time." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7169356) 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) Enish S. Operations > "Task management is where it really shines; assigning owners, setting deadlines, and leaving update threads directly on tasks means we've cut our email back-and-forth by a lot." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7152385) GB Giselle B. Product Manager > "Sometimes it’s not very easy to customize the columns for each subitem, which can make more detailed task breakdowns less flexible than expected." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139404) TK Tim K. Assistant Professor Emeritus > "It offers a great flexibility in term of customization in workflows which fits in different team needs also the interface is my favorite which feels modern and colorful." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7167775) AA Anja A. Head of Support > "I wish I could sort it by groups and have a calendar with all my tasks next to it so I can move it to the right time. But thats not a big relevant thing." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140355) Don M. Asst. Manager > "What I liked most about monday.com is its intuitive and visually appealing interface combined with powerful workflow automation, making it easy for teams to manage projects and collaborate efficiently." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7125727) JR Jemma R. Admin > "The per-user cost adds up, and because of the way the plans are structured, you often end up paying for more seats or features than you actually need." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139828) VR Verified Reviewer Operations Manager > "Being able to see all our projects in one place with color coded statuses, timelines, and dashboards made a huge difference for our team's workflow." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7122678) 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) JPR John Paul R. Operations Support Manager > "The versatility of the boards allows us to customize our operations exactly how we need them, making it a very powerful tool for business management." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139394) DC Daphnie C. Operations Manager > "Some features (like charts or reporting) are not as straightforward as you would expect, and sometimes it takes a bit of trial and error to get things right." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139347) CS Crystal S. Chief Operating Officer > "The ability to see the status of multiple tasks or projects at once is really helpful, and now they have expanded their templates and integrated AI so it is even easier and more effective for basic users" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139410) CE Conor E. IT Manager > "Sometimes it becomes clear that the system has sections in Beta mode, and as a result you may notice slowing or crashing, or the AI just not working as it should." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142069) 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) NK Nathan K. Owner > "There are so many times where I need the results of a formula column or integration with subitems and it is just not supported by monday" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141147) AV Alyssa V. Office Manager and Project Coordinator > "The automation features significantly reduce manual follow-up, and the platform integrates well with our daily task tracking and accountability systems." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139297) AS Abby S. Marketing Manager > "The main challenge is that linking items and automation can be a bit difficult and sometimes feels less intuitive than the rest of the platform." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140027) VR Verified Reviewer Solution Deployment Manager > "The "Battery Widget" and Gantt views are incredibly helpful for "client health" reporting as they provide an immediate, visual sense of progress that builds trust." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7144326) 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) GP Gissett P. Project Manager - Admin > "Automations (like status updates, reminders, or notifications) save a lot of manual follow-up, which is useful when managing multiple jobs or vendors." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139321) BK Blerta K. Language Instructor > "There have been inconsistencies in some automation behaviors and there are a few template structures that did not behave the way they were previewed to behave." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7138878) DH Daniel H. Senior Lecturer > "Having monday.com in place has also allowed us to keep all our teams and departments connected, aligned and working together towards delivering exceptional learning and institution management operations." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7169356) 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" widgets." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865576) PC Patrick C. VP Strategy > "I've used Monday.com to help manage several marketing projects and it is a very modern looking way to track progress, store vital information, and work togehter." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7151920) VR Verified Reviewer Director marketing and communications Student Housing and Dining Srevices > "Biggest con is that their is a learning curve to learn the software and it to make it work for you there is a lot of per-conversation that needs to happen about not only how workflow is currently working but how it..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7134475) LS Ludmila S. Manager > "From auto-generating task summaries to writing update drafts and surfacing blockers, the AI integration feels purposeful rather than bolted on — which is rare in this category." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139503) RM Rachelle M. Manager > "The Monday app has several bugs and limited functionality, which hopefully is being worked on as field workers tend to use tablets." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139691) 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) AM Account M. Account manager > "Not very flexible for more complex or specific needs, and it often feels like you need to upgrade or pay more to unlock basic functionality." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140077) GT Giulia T. Marketing and communication coordinator > "I like Monday because it brings a sense of structure and fresh momentum to my week. When it comes to value for money, Monday offers a lot through its robust set of tools that help me stay organized and efficient..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139972) KJD Klaas Jan D. ceo > "One significant drawback is that automatic email sending through Outlook is not available when using a personal Microsoft account." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139393) VR Verified Reviewer DISTRIBUTION CENTER MANAGER > "As someone with a background in logistics management, the ability to customize boards to track complex supply chain workflows is a game-changer." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7148068) ES Emily S. Executive Assistant > "A bit overwhelming to start due to the large number of options/custom fields if you're just starting out with a CRM/project management software." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139434) LS Leigh S. Legal Services Manager > "From a client services perspective, it supported file reviews, document tracking, and identifying outstanding items seamlessly." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140034) KT Kelli T. Director of Marketing > "I do wish there was a bit more of a visual option to see how things are getting done, the build vibe view didn't work well for me." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139433) TR Tuya R. Senior Project Manager > "It’s a powerful tool for managing workflows and staying aligned, especially for cross-functional teams. While there are some limitations and cost considerations, the benefits in efficiency and collaboration make it a..." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140812) VR Verified Reviewer VP Marketing > "Monday.com is a bit overwhelming with its features and almost offers too much in terms of workflow and templates." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7179405) PW Pari W. CRC > "It makes project tracking straightforward with customizable boards, timelines, and automation features that reduce manual work" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139401) MP Mel P. Project Manager > "Updates seem to be mainly focused on AI at the moment, which can be frustrating, especially when features the community has been asking for for a long time continue to get pushed." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139885) NN Nicholas N. Quality Assurance Manager > "It simplifies task management and subsequent tracking of progress during projects plus it has some templates that needed very little alterations to use" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7143269) PL Pam L. Design Director > "Reporting across multiple projects that are not of the same template can get a bit complicated" [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141882) AL Amanda L. Advancement Lead > "We’ve used it for intake processes, project tracking, and internal coordination, and it has significantly improved efficiency." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139676) MB Matt B. Founder > "Sometimes the AI offers you solutions it can't live up to, for example scraping your emails for actions." [See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142507) [View Reviews](https://www.capterra.com/p/147657/monday-com/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 4.57 (6,072) [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 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 AI Work Platform 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 monday.com AI Work Platform is recognized as a top-rated tool in 5 Capterra Shortlist reports Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support monday.com AI Work Platform 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 AI Work Platform - By monday.com - Located in Israel - Founded in 2014 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) vs [Clockify](https://www.capterra.com/p/169607/Clockify/)[4.76 (9,248)](https://www.capterra.com/p/169607/Clockify/reviews/) $9/month Price $4.99/month 4.5 Features 4.6 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/147657-169607/monday-com-vs-Clockify) [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) [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) vs [Jira](https://www.capterra.com/p/19319/JIRA/)[4.45 (15,417)](https://www.capterra.com/p/19319/JIRA/reviews/) $9/month Price $7.91/month 4.5 Features 4.4 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/19319-147657/JIRA-vs-monday-com) [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) [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) vs [Asana](https://www.capterra.com/p/184581/Asana-PM/)[4.48 (13,604)](https://www.capterra.com/p/184581/Asana-PM/reviews/) $9/month Price $10.99/month 4.5 Features 4.4 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/147657-184581/monday-com-vs-Asana-PM) [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) [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) vs [Trello](https://www.capterra.com/p/211559/Trello/)[4.53 (23,558)](https://www.capterra.com/p/211559/Trello/reviews/) $9/month Price $5/month 4.5 Features 4.3 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/147657-211559/monday-com-vs-Trello) [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) [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) vs [Wrike](https://www.capterra.com/p/76113/Wrike/)[4.37 (3,023)](https://www.capterra.com/p/76113/Wrike/reviews/) $9/month Price $10/month 4.5 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76113-147657/Wrike-vs-monday-com) [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) [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) vs [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,604)](https://www.capterra.com/p/158833/ClickUp/reviews/) $9/month Price $10/month 4.5 Features 4.6 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/147657-158833/monday-com-vs-ClickUp) [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)