# Page 4 | Wealthbox Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Wealthbox the right Financial CRM solution for you? Explore 146 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 (146) [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 4 - Reviews of Wealthbox ## Showing most helpful reviews Showing 76-100 of 146 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JM Jacob M. Managing Member Financial Services Used the software for: 2+ years ### "Very happy" September 3, 2021 5.0 Pros The ease at which I could build tools for my organization. I use it now as the basis of all my daily operations. Cons There are a few things that worked better in contact types and working with businesses. 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 Price and ease of use. Review Source EM Eli M. Advisor Financial Services Used the software for: 2+ years ### "Review " September 3, 2021 4.0 Daily use for contacts and clients communication. Pros Easy enough to learn and use. Quick customer support response. Cons Certain features are unavailable and although promises made to add, change or include requests in future, it rarely happens. Review Source CR Carlos R. Advisor Financial Services Used the software for: 2+ years ### "Serve & Protect Financial Review of Wealthbox" September 2, 2021 4.0 Wealthbox is a great CRM unfortunately as one's practice grows Wealthbox didn't. You would submit ideas and they would not implement them. They seemed more concerned about integrating with everyone else. Pros I liked the easy of use and how simple it was to upload information, the screen was very clean and loved the different colors. Cons I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts. Review Source JM Joseph M. COO/CCO Financial Services Used the software for: 1-2 years ### "Great CRM, Very User Friendly" September 8, 2021 5.0 Its been a great overall experience. Pros Easy to use. Very User friendly. Catered to Financial services. Cons Takes a bit of time too customize. Personal custom service needs can take a while. Alternatives considered [Microsoft OneNote](https://www.capterra.com/p/227211/Microsoft-OneNote/) Review Source LV Lisa V. Director of Marketing Financial Services Used the software for: 2+ years ### "A CRM We Cannot Be Without" September 2, 2021 5.0 Great experience from day one. Pros Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place. I have personally reached out to support on a number of occasions and they are always very responsive and knowledgeable. Cons Would love to see more integrations with companies in the Investment industry. Review Source CM Colin M. Financial Planner Financial Services Used the software for: 2+ years ### "Wealthbox is great" September 2, 2021 5.0 Pros great support, easy to use, always improving, integrates well with other programs Cons nothing, it was easy to get up and running, short learning curve, great support Review Source RB Rob B. Managing Partner Financial Services Used the software for: 2+ years ### "Great CRM" September 5, 2021 5.0 Pros I like that the developers have a good understanding of our industry and so there is a spot already built into the software for most things we need to keep track of with each client. Cons When there are glitches or bugs in the software it seems like it can take a long time to get them resolved. In the meantime we have to create all these work-arounds, which are typically not that convenient or easy. Review Source DL Danielle L. Advisor Assistant Financial Services Used the software for: 1-2 years ### "Ease of Use" September 8, 2021 5.0 Pros Love how easy it is to use. It is formatted like all the social media we have gotten used to using, so it makes learning it's ins and outs very simple. Cons I miss being able to notate accounts by searching a tag and notating all accounts that have that tag. Also I have noticed that the email sync always needs to be redone. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) The ease of use of Wealthbox. Review Source GG George G. Financial Advisor Financial Services Used the software for: 1-2 years ### "My thoughts on Wealthbox" September 8, 2021 4.0 Pros flexibility, clarity of screens, features Cons Too many clicks to get to where I want to be. (Not enough shortcuts.) No pre-made workflows that I could either modify or learn from. (As opposed to the learning curve to set up my own.) Reason for choosing Wealthbox For 1-2 employees, Wealthbox was more cost effective. for 3 and up, I may consider switching to Redtail. Review Source Response from Starburst Labs September 14, 2021 Hi George, Thanks for leaving a review! Our support team would be happy to provide you with examples of popular workflows and walk you through setting them up. Please feel free to reach out to support@wealthbox.com to get started. TM Tara M. Lead Client Service Manager Financial Services Used the software for: 2+ years ### "Great CRM Software" September 2, 2021 5.0 Pros I like the modernization of Wealthbox and ease of use. It's very user friendly! Cons I wish the workflows feature was more like tasks as they are harder to keep track of Review Source MM Michael M. Owner Financial Services Used the software for: 1-2 years ### "Great Buy" September 8, 2021 5.0 Client Relationships and documentation is great. Pros The easy of integration, implementation, and overall usage has been great. The flexibility with Wealthbox with the app is amazing. Cons Sometimes the lack of training and understanding on my end seems to limit the usability. The cost can be expensive with multiple users. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox Price Review Source BB Beau B. Founder Financial Services Used the software for: 2+ years ### "Wealthbox" September 2, 2021 4.0 Outstanding overall. Pros Ease of use and ready to use "right out of the box." Cons What I like least about this software is that some fields have limited customization. Review Source GG Geoff G. Relationship Manager Financial Services Used the software for: 6-12 months ### "Wealthbox Review" September 8, 2021 5.0 Overall, Wealthbox is a great tool that we use everyday. I would recommend it to any of my peers Pros I really like the ease of taking notes in the software. It also allows us to have most of the suitability information required by our firm. Cons Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our computer. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox We actually chose Wealthbox because the trial period allowed full access to all of it's features. Review Source JR Jamie R. Chief Investment Officer Investment Management Used the software for: 2+ years ### "Great product. Great support. Great Value!" September 2, 2021 5.0 Pros Ease of use. Integration with other pieces of my tech stack. Cons Integration with Apple products. Microsoft is nice. Google is better. Apple is best. Alternatives considered [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Review Source LD Lorri D. Owner Financial Services Used the software for: 1-2 years ### "Not a bad product for the price" May 7, 2019 3.0 It has been an okay product. Helps me meet compliance requirements, but I am ready to upgrade and find something that meets the needs of my business a little better. Pros It's very affordable, which meets the needs of my small business. Cons I do not find the product intuitive to use, and record keeping and searching is a little difficult. I am actually looking at new products to fulfill the role that Wealthbox currently serves for my business. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox Price. Review Source RT Rainier T. President Financial Services Used the software for: 1-2 years ### "Helped put my advisory life in order" September 5, 2021 5.0 Overall very positive and pleased with how it has improved my business. Pros Being able to keep track of conversations and notes, creating workflows so I don't miss a step in bringing clients on board, and the email templates that help save time so I don't have to write them over and over again. Cons When I send an email from Wealthbox, it doesn't show the sent history from Gmail. So it makes me want to send emails from Gmail rather than from Wealthbox. Reason for choosing Wealthbox The interface was more intuitive and integrated. Review Source PF Philip F. Financial Advisor Financial Services Used the software for: 6-12 months ### "Good foundation" September 6, 2021 4.0 Overall, it has been a really good experience and I expect the issues I have will only get better. Pros The most important is ease of use which WB has done a decent job. I can quickly go in and find the client items I need, update information, or add an entirely new client. Cons I dont like the e mail feature and use it every week. There are too few features such as fonts and other things to make the emails visually appealing. I also dont like the limited timing allowed on work flows. If I complete a workflow sometimes waiting until the next day for the next WF step is too late. Review Source JH Jon H. Financial Advisor Investment Management Used the software for: 1-2 years ### "Great CRM for investment advisors" September 3, 2021 5.0 Overall, very great CRM for advisors. Pros The ease of use is the best part. It's very intuitive and easy to navigate. Cons The outlook integration hasn't been the smoothes addition. I know it is in beta but hasn't been the most user-friendly. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Recommendation from a colleague. Review Source DP David P. founder Financial Services Used the software for: 1-2 years ### "Great product all arodun" September 8, 2021 5.0 I use it every day to keep track of clients Pros I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well Cons there really is not anything I can point out that is bad on wealthbox Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) this is just a better product overall Review Source CG Cristina G. President Financial Services Used the software for: 2+ years ### "Wealthbox" September 3, 2021 4.0 Generally very positive, could still use some tweaks and improvements Pros Easy to use, built for a modern advisory practice Cons Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log off before saving (currently it only saves for 24 hours) Review Source MA Mark A. Financial Advisor Financial Services Used the software for: 1-2 years ### "Wealthbox Review" September 8, 2021 3.0 It has been ok but I must say that Wealthbox needs to improve to be on the same level as Redtail Pros Has a lot of great features that brings most of the client's information to quick and easy access. Cons Lack of easy access to customer service. Not having a direct phone line for service is definitely a HUGE disappointment. Some of the functionality needs to be updated as well. Reason for choosing Wealthbox Recommendation Review Source NC Nonny C. VP Relationship Management, Cardinal Capital Management Financial Services Used the software for: 1-2 years ### "Intuitive and Integral" September 8, 2021 5.0 Client relationship management has become systematic and reliable so that we don't have items falling through the cracks. This has led to a better client experience and more opportunities for capacity for our Advisors Pros The workflow, CRM features and intuitive set up has been easy to use and learn for our Team and has helped us bring more structure and order to our practice. Cons Integration with our firm's internal systems would be a bonus and hopefully will progress as time goes on Review Source SV Sandeep V. Advisor Financial Services Used the software for: 2+ years ### "Advisor Review" September 7, 2021 5.0 It is great for the whole office to use. From the receptionist to me. Pros Wealthbox is simple to use and made for an advisor Cons Need some additional functionability for Hybrid advisors Reason for choosing Wealthbox Redtail customer service were to busy to help with the migration of data from salesforce. Review Source EN Elsie N. Client Service Associate Financial Services Used the software for: 1-2 years ### "Technology" September 8, 2021 5.0 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 navigate. Pros The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous CRM to them, it was very seamless Cons I don't have any thing that least like I have enjoyed everything. Reason for choosing Wealthbox Price, latest technology and the ease of navigating the website. Review Source TM Teresa M. Office Manager Insurance Used the software for: 1-2 years ### "Awesome Client Database" September 7, 2021 5.0 We now have a place for notes and can create future tasks so our clients don't fall through the cracks. Pros I love the tabs and that you can customize the data page. Cons We work with American Funds for investments and it would be nice if we could pull in account information instead of manual entry. Reason for choosing Wealthbox It had what we needed to keep records on our clients. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.