# Page 2 | Wealthbox Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Wealthbox the right Financial CRM solution for you? Explore 145 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/175666/Wealthbox/reviews --- Wealthbox 4.7 (145) [View alternatives](https://www.capterra.com/p/175666/Wealthbox/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Wealthbox ## Showing most helpful reviews Showing 26-50 of 145 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AS Alan S. Principal Financial Services Used the software for: 2+ years ### "Very happy with Wealthbox in a small wealth management advisory" September 3, 2021 5.0 Wealthbox has been one of the easier vendors with whom we work. The initial sale and implementation process was smooth and trouble-free. Our greatest hesitation was the of telephone support. However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short period of time. Or initial response from them (not that there have been many situations needing support) has never been greater than 10 minutes for an initial email reply. Pros Wealthbox is user friendly with visual identifiers using both icons and color-coding to represent various activities. The learning curve on the software is very short. There are variety of applications within the software which improve its functionality including "click-to-call," Contact and Note tagging, and an easy social-media like referencing feature (@clientname). The software also integrates with most of the other software applications we use including our custodian's (TD Ameritrade) platform and our portfolio management platform (Orion). Cons While the software has a Notes functionality, it has limited ability to create a note filing system comparable to OneNote. Reason for choosing Wealthbox Our overall analysis found Wealthbox better suited to our needs and at a slightly lower cost than the competitive products, with functionality that we believed equaled or exceeded the competition. Review Source JH Joel H. Tax and Financial Planner Financial Services Used the software for: 2+ years ### "Great CRM for any size of practice" November 9, 2022 5.0 It has been so easy to use and manage as my business grows. Pros It is very easy to set up and import data. The workflow and Opportunities are invaluable to growing and managing your business. Cons Not much to discuss as negatives. They are constantly updating so you can suggest features. Review Source BW Brent W. Financial Planner Financial Services Used the software for: 2+ years ### "Simple and intuitive CRM with plenty of features and integrations" September 3, 2021 4.0 I am a huge fan of their simple interface and the way they’re integrated with Zapier so they can work seamlessly with other crucial apps in my business process such as an email parser to extract and auto load leads, my VOIP to make a note whenever I have a client phone call, and whenever I collect data from new clients in PreciseFP. Pros Very easy to use and get oriented with because of the simple layout. It’s helpful to have shortcuts that easily jump from one screen to the next with relatively few clicks Cons An important feature that’s missing is the automated reports. The reporting system is very customizable but there’s no way to automatically have reports run and automatically emailed to me. This would be very useful to prompt actions to occur for monthly or weekly maintenance tasks Alternatives considered [Streak](https://www.capterra.com/p/124465/Streak/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Wealthbox Simple pricing and friendly and clean interface. Very user friendly app too Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Red tail was too busy for me and things kept getting lost. Too hard to see everything at once and quickly navigate between screens. Seemed clunky, cluttered, and outdated. Review Source CC Conrad C. Financial Advisor Financial Services Used the software for: 1-2 years ### "The best of breed for transactional sales, but not so much for comprehensive planners." September 8, 2021 4.0 We're stuck on segregating different kinds of notes by topic and date. We want both a chronologically-based record of meeting notes, and a separate set of notes, based on subjects or dates, for example. Pros I am an "old horse," a semi-retired Life Insurance salesman. I've been morphed into a planning practice (fee-based) by a high-tech partner. Wealthbox is only my second CRM experience. The fact that it shares data with many of the other software systems we use has saved us significant time and staff. It does this better than our two previous CRMs. Cons The formatting of Planning notes and client meeting note seem to be a problem. We typically review notes from several client meetings, and need to have date- based and topic- based subsets. That has been an issue. Please read my partner's earlier and separate response to this query. His name: \[SENSITIVE CONTENT\]. Reason for choosing Wealthbox I did not choose. \[SENSITIVE CONTENT\] did. See above reference to \[SENSITIVE CONTENT\]. His is really the tech opinion/review you are looking for.FYI: The Capterra certification paragraph below has grammatical errors: "governed by the and;" ??? Whassup with that? Doesn't make Capterra look so great. Thought you should know. Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Smart Office was too complex for a small Planning office like ours. We don't have a tech staff. Review Source NR Nathan R. Advisor/partner Financial Services Used the software for: 1-2 years ### "Great Product" September 7, 2021 5.0 Wealthbox has been great to work with. The software works great and helps us organize everything we do. We wouldn't function without it! Pros I enjoy the ability to create tasks for team members, coordinate in opportunities and set reminders. The way the opportunities tab allows us to create different views is great! Cons I would like to see more customization. Adding the ability to do the following would make this an elite product 1) the ability to send out a link to client that requires them to fill in their own data. It would function as a intake form. We send the client the link. They open it and fill in the required information. Once complete your system will create a contact in the system. Giving the ability for us to add or remove the fields the client will see and have to fill in would be essential. 2) The ability to build templates for quicker access/use. For example, if I am assigning a task to an admin, I could select a template I created that has pre-filled information/questions. I answer those questions so that the admin can see the task and have the required information to complete the task. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox We are in the financial services industry. We heard from many people that it is the best for what we need. Review Source BS Benjamin S. CEO Investment Management Used the software for: 1-2 years ### "Wealthbox: The better, cleaner, more efficient Redtail." September 2, 2021 5.0 It's been great. I am the only member of my firm (for now) but I know that this will be an incredibly great tool for my future team. It's built for streamlined collaboration. Pros I love the layout of the app. It's incredibly user-friendly and has a modern, social media feed-type feel. The user experience is phenomenal and everything is so simple to find, engage with, and execute. You could figure out how to use it with no help and minimal tech knowledge. It's that straightforward. Cons There's nothing really that comes to mind. That's being honest. The only issue I have is that there is SO MUCH I can use it for and I am only utilizing about 60% of its capabilities. That's my fault, not theirs. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) It was more user-friendly and simpler to use than Redtail. Also, it's more cost-effective (AKA it's cheaper). I want to have a large firm one day and the layout of the activity feed is just too attractive. Also, Redtail had some issues pairing with a few other pieces of tech that I use. The integrations for apps like FMG suite for marketing, and certain custodians didn't work well and failed often, requiring me to reconnect. I've never had this problem with Wealthbox. Review Source BS Babette S. Vice President Operations Financial Services Used the software for: 2+ years ### "Best CRM Ever for Financial Advisors" September 3, 2021 5.0 We hated the clunky CRM we had been using and found Wealthbox. This software solved all our problems, we made sure it worked with all our current integrations and we started the process of onboarding and migration. It was easy and was finished over a weekend with no problems. We love Wealthbox. Pros Wealthbox is the most intuitive, easiest to use, and has more useful features than the old Redtail CRM we used. It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work experience. Cons Wealthbox integrates with Google Workplace Gmail and my only complaint is the speed of the integration. It can be a little slow at times, but for the most part the pluses out weigh this issue. Reason for choosing Wealthbox It was easy to use and I took the free trial. Never looked back. Review Source SS Samantha S. Director of Operations Financial Services Used the software for: 2+ years ### "Not a complex CRM" February 22, 2024 5.0 Overall, we have had a good experience. Pros It is easy to use. It allows client management and task tracking. I like the 'Tag' process. Cons Printing a selection is not as easy as it should be. There is a lot of less than and greater than information. This can get complicated. It would be easier to just have a selection of criteria available to pull into a text window and print from those criteria. It's a bit of a run around. Reason for choosing Wealthbox I did not work here when the product was chosen but I have heard that price was a big factor. Review Source TW Tom W. Partner Financial Services Used the software for: 2+ years ### "Superlative CRM" September 13, 2021 5.0 The company, its developers and customer service are exceptional. I had a minor question last week and when customer service was able to resolve in 5 minutes, I shared with my partners how incredibly rare and refreshing a responsive tech support/customer service is this day and age. Pros This CRM is outstanding. I have, in the past, used 4 other products and Wealthbox soundly beats them all. It is incredibly user friendly, clear and concise. The amount of customization the user can choose for their specific industry is out of this world. Cons I initially didn't like the ios app, but, as with all things Wealthbox, they continue to innovate and evolve. It has become much more robust. Alternatives considered [Betterworks Engage](https://www.capterra.com/p/146275/Hyphen/)[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox Superior in every way Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Abysmal customer service and very difficult, yet limited, user interface. Review Source JB Jeff B. Principal/Advisor Financial Services Used the software for: 2+ years ### "It does a great job at at great price!" September 3, 2021 4.0 It has been the right sized solution for us! It handles all of our requirements and core functionality without a lot of maintenance or overkill. We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian. Pros Wealthbox was easy to implement and transfer data over from our old CRM. Customization immediately solved our compliance issues and allowed our start up firm to begin growing. We appreciate the updating, added features and integration partnerships! Cons Customization and layout of widgets on the Dashboard could be improved. Dialing client phones from within the CRM is clunky and requires an additional step. Reason for choosing Wealthbox Price versus functionality. Ability to integrate with the rest of the tech stack. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) We didn't have a solution that was right for our size and needs. Many of the CRM options were focused on large scale capabilities versus a smaller business solution. Review Source CR Clark R. Financial Planner Financial Services Used the software for: 2+ years ### "Wealthbox is Simple and Effective" September 3, 2021 5.0 They are a good company to partner with. They are always very responsive when I have questions or concerns (which does not happen often, fortunately). Pros Wealthbox is very intuitive. I have used other CRM Software that is cumbersome and wanted something simpler without sacrificing usability ... Wealthbox fit the need. And, it is very affordable. Cons While Wealthbox is constantly adding functionality with other software providers, they have not yet been able to connect one that I use daily and would be extremely happy to have. The desktop is very good, while the Android app is not nearly as useful. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox Salesforce was EXTREMELY expensive for a small firm like mine. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) RedTail was too cumbersome and more expensive to boot. Review Source VR Verified Reviewer President Financial Services Used the software for: 2+ years ### "Wealthbox CRM is excellent" June 27, 2022 5.0 Very good product for the price and features you receive Pros User friendly interface with plenty of integrations Cons Dashboard for each client could be a lot better Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox Ease of use and integrations Review Source VR Verified Reviewer Wealth Advisor Financial Services Used the software for: Less than 6 months ### "Better Than Expected" September 2, 2021 5.0 Wealthbox definitely has room for improvement in the area of searching and email management. Still, it is easier to use and, in general, is more capable than its main competitor, Redtail. I also like how most of their integrations are better than Redtail. I believe that Wealthbox will only get better over time as they've always been cloud-based and don't carry around legacy on-premises code. Pros Microsoft 365 email and calendar integration. Email tracking when sent from Wealthbox. Orion Integration Charles Schwab Integration iOS App (compared to Redtail) Email templates Notes templates Can associate an email regarding a client record if it is not to/from a client. Email associated users without the need of hosting another domain and all the setup. Born in the cloud software. Unlike their main competitor, Redtail, Wealthbox is designed from the beginning with integrations and APIs. Cons Cannot do boolean searches Cannot search the entire database No phone support It costs more than Redtail It does not calculate AUM. Email formatting in Wealthbox is very limited. Email inbox cannot sync folders. Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted. Review Source RH Rick H. Financial Life Advisor Financial Services Used the software for: 2+ years ### "Choosing a CRM!" September 2, 2021 5.0 Excellent. Pros Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my assistant to develop our processes. Cons The phone app sometimes does not cooperate quickly. Meeting reminder to the client has a mind of its own on occasion. Could use some additional features on the advisor dashboard, for example, total AUM within my client base. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox Ease of use, tech group will add new ideas, costs, services offered to help grow my practice and assist in the organization of our client information. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail had and has some issues with client meeting alerts and ease of use. Review Source SS Sally S. Senior Planner Financial Services Used the software for: 2+ years ### "Excellent CRM Platform for a Growing RIA" September 3, 2021 4.0 Wealthbox has given our firm organization with client management. The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals. We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney. Pros Wealthbox is extremely user-friendly and it's easy to use. The ability to link future tasks to client accounts is the most useful tool in my opinion. Cons The task list needs some improvement. I wish that it had features similar to Monday.com so that the team can easily know what everyone is working on, what we are stuck on etc. They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we aren't interested in using. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox Easy to adopt, easy to use, easy to maintain + cost Review Source AP Andy P. Financial Advisor/Owner Financial Services Used the software for: 2+ years ### "The Best CRM Available" September 2, 2021 5.0 From day 1 when we started the free trial, it's been outstanding! Email support is fast and always helpful. I've used two other CRMs and WB is far superior to both of them. Pros WB helps me manage every aspect of my business relating to clients. It's so simple to use. I absolutely love the integrations that are available. 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! Cons I can't think of hardly anything I don't like. I think the only negative is that I'd like it to be much simpler for me to notify staff of an update in WB. Right now, I have to put in my notes, click notify, and then scroll through my staff to find who to notify. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) RedTail was too bloated, customer service became extremely difficult, and I started finding a lot of inflexibilities in their system. Review Source JP Jack P. President Financial Services Used the software for: 2+ years ### "Field Tested" September 2, 2021 4.0 I can describe my overall experience like this. I was a user of Redtail for almost two decades. I switched to Wealthbox when I went independent. I wish I had switched to Wealthbox 19-years earlier. Pros Wealthbox is extremely easy to implement right out of the box. Customization is relatively simple. For most solo practitioners or small team, Wealthbox is really all you need. Cons Support is good but, slow. No user groups to bounce ideas and experiences off. No pre-made templates, which could be useful for customization. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Wealthbox See above Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) 1\. Ease of use. 2. More appealing and intuitive environment. 3. Less money. Review Source ZS Zane S. Service Partner Financial Services Used the software for: 1-2 years ### "Game Changer!" September 2, 2021 5.0 Wealthbox has truly become the center of doing day to day work. All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox. It has allowed us to connect some systems that were previously all independent of each other. All staff are extremely helpful, especially \[SENSITIVE CONTENT\]! Pros Easy customizations and ready to integrate with other softwares. Cons Workflows are great, but there aren't abilities to automate certain steps (i.e. automatically sending template emails) without relying on outside integrations. Alternatives considered [Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/)[AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Reason for choosing Wealthbox Performance and ability to customize at an excellent price point. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Limited integrations, either in their functionality or availability. Difficult to navigate in the day to day use. Review Source BW Barry W. President Financial Services Used the software for: 2+ years ### "Wealthbox Review" September 2, 2021 5.0 The experience has been very good, and the service has been equally good. The challenge was bringing the data over from ACT in the beginning. That was sloppy, costly , and inefficient. This was primarily due to the nature of ACT and their making the software cumbersome. Pros The natural ability to use for financial services is very helpful. Additionally, the integration of services like Holistiplan and FP Pathfinder, as well as vendors like TD Ameritrade make this a good fit for my business. Cons 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 offered, which would save money. Reason for choosing Wealthbox Just a better fit, and the recommendation from peer group. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Lack of efficiency, and the fact that Wealthbox was tailored to my industry. Review Source BL Bruce L. Partner Financial Services Used the software for: 2+ years ### "Review of Wealthbox" September 2, 2021 4.0 The overall experience is very good. The onboarding to the platform from RedTail was easy and the customer support was excellent. There hasn't been many upgrades and it would be helpful to be a bit more innovative and forward looking. Pros The ease of use and the accessibility of the platform through the app on my iphone. Cons It would be helpful if we could customize some of the fields to adapt to our specific needs. At times its not as intuitive as it needs to be. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox Salesforce was more robust for our needs. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) RedTail was rather old school and the feel and use was a bit of early 2000's Review Source AB Anna B. Financial Advisor Financial Services Used the software for: 6-12 months ### "I love WealthBox!" September 9, 2021 5.0 I just love how easy it is to use and am very grateful to have found it! Pros It was SO easy to learn and implement. Entering client notes can be done quickly from the home page. I also love the feature that connects Outlook emails to the client contact registers. I can easily view all of my correspondence with a client! Cons When searching for a client it would be nice to have one less click to get to their page. It first pops up on the right side of the screen, and then you need to click on the name again to add a note or create a task. I also wish it would automatically enter client information when I create a client profile on my broker-dealer (Cetera) platform, AdviceWorks. I hate duplication, but it seems that just comes with the territory as an independent advisor. AdviceWorks doesn't integrate that way with RedTail either, I just don't think it's possible, but it would be awesome if that type of integration was made possible in WealthBox. :) Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[UGRU](https://www.capterra.com/p/160681/UGRU/) Reason for choosing Wealthbox Redtail was proving difficult to get up and running, also took longer to learn. Review Source SW Sarah W. Operations Financial Services Used the software for: 2+ years ### "CRM " November 25, 2019 3.0 Wealthbox has been fairly consistent and easy to use, however we feel as thought we took 3 steps back from the CRM we previously used. Pros Wealthbox is extremely sleek and clean looking. The calendar is simple and user friendly. I love being able to use the @ from my home page to input data into any client without being in that screen. Cons Mailmerge fields are limited, as are integrations with the other platforms we use. I am not a fan of the support being only through a help request, and not having a number to call to speak with someone. Many of the "upgrades" they make are only partially done that then need updates and fixes to improve and complete the intended use. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Review Source CD Chris D. Financial Planner Financial Services Used the software for: 6-12 months ### "Best CRM for the buck" September 2, 2021 5.0 I love wealthbox. I use it every day and find it a great place to track the status of tasks/projects and contact information. Pros I used WBox's competitors in the past and have found that they all have pros and cons, but WBox is by far the best software that is up and coming to become a market leader. They are the best in tracking lots of information about the clients that are relevant. Cons There are a couple of functionality tweaks (such as how information is plugged in), that does not permit as many customizations as would be ideal as well as mass updating tasks rather than onesy twosie updating the due dates or assigned to segments. Contact information does not integrate into any other software. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox Ease of use and customizability Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) I found that RedTail specifically has ZERO customizability which was incredibly frustrating. Review Source MM Marshall M. Managing Partner Financial Services Used the software for: 2+ years ### "Great Wealth Management CRM!" September 7, 2021 5.0 Great replacement for Redtail! Far more user friendly and more intuitive with a better mobile experience. Pros Easy to use, intuitive and well integrated. Cons The iOS app, while it does everything the web app does, feels like it is missing some of the ease of use that the desktop app has. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox Salesforce was way more expensive and much more difficult to deploy. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail was too bloated and didn't have a functional mobile option. It was poorly designed and not very user friendly. Review Source PM Patrick M. Operations Manager Financial Services Used the software for: 1-2 years ### "Wealthbox Nits & Picks" September 3, 2021 4.0 Very positive. Note taking, Task completion and Workflow implementation are far superior to previous CRM used. We have learned to use the product based on our individual responsibilities within our organization. Pros GUI interface. Very easy to navigate the product. Very easy to develop Tasks, Workflows and Events. Very easy to manage client related Tasks. Very easy to customize and synchronize external applications. Very easy to customize fields. Cons \- Does not allow for screen captures or snips in Notes, Tasks or Events - Does not allow for multiple related contacts for Tasks - Does not allow for contact financial reports out from authorized applications (Albridge) - Cost: would not be an issue if the three comments above would be incorporated into the product Reason for choosing Wealthbox Not applicable. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Needed a product that was easier to navigate and implement Workflows. 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