# Page 5 | Wealthbox Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Wealthbox ## Showing most helpful reviews Showing 101-125 of 146 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AN Anthony N. Advisor Financial Services Used the software for: 1-2 years ### "Super easy to use." September 3, 2021 4.0 Overall I believe it is the easiest of all CRM's. Pros The ease to get around the system is amazing. Cons Mass emails can be a challenge due to daily email limitations. Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Merged my office with someone that already had Wealthbox. Review Source AC Abby C. Associate Advisor Financial Services Used the software for: 2+ years ### "Great Product!" September 3, 2021 5.0 very positive - I have enjoyed using Wealthbox and have recommended Wealthbox to many advisors when it fits their business model. Pros Ease of use Collaborative Simple and great UI Cons The organization of information of contact pages I wish you could create subtasks within each task Review Source BF Bruce F. President Financial Services Used the software for: 2+ years ### "Perfect CRM" September 3, 2021 5.0 Wealthbox archives all emails, conversations and tasks related to each contact. Pros I love how easy Wealthbox is to use. It just works!...unlike other CRM's I have used in the past. Cons I can't think of anything I don't like about Wealthbox or anything I would change. Review Source JS Jay S. Founder Financial Services Used the software for: 1-2 years ### "Wealthbox Rules!" September 13, 2021 5.0 Pros I love that Wealthbox is so intuitive to use. The integrations work well also. Cons Editing contacts isn’t as simple as it should be. Also, the birthday field shouldn’t take multiple steps to find and edit. Review Source KW Kevin W. Owner Investment Management Used the software for: 2+ years ### "Wealthbox Review" September 3, 2021 5.0 Wealthbox helps simplify the CRM world and keeps us organized and all our tasks updated. Pros Ease of use. Email integration. Calendar integration with gsuite Cons The social media feature is not as useful as expected and/or not relevant Review Source dB debbie B. Assistant Financial Services Used the software for: 1-2 years ### "Wealthbox" September 13, 2021 5.0 Wealthbox has been a very positive experience. More so than what I was expecting. Pros This system has been very helpful in keeping notes and information on our clients for current and future meetings. Cons I believe you should not have to add the client and spouse separate to attach them. However, I have found a good way to keep all together without adding extra contacts which has been very easy and helpful. Review Source CH Carolyn H. Managing Director Financial Services Used the software for: 2+ years ### "Great CRM" September 13, 2021 5.0 It has simplified CRM programs - very user friendly. Pros Ease of use and versatility and clean interface. Cons I would like to upload all documents to Wealthbox. If that is a feature, I am unaware of it. Review Source BR Brian R. Owner Financial Services Used the software for: 2+ years ### "Great CRM system" September 2, 2021 5.0 Pros Ease of use, customer service, intuitive software Cons I don't really have anything negative to say about Wealthbox. They are a great CRM with great customer service. Perfect for my organization. Review Source JL Jason L. President Financial Services Used the software for: 1-2 years ### "Love this CRM" September 2, 2021 5.0 Pros The simplicity of it. It does not require much time to learn and it's easy to use on a daily basis. Cons The biggest complaint is that for a husband/wife, I have to enter their address twice rather than having the ability to add an address for the household and let it flow down. Review Source BN Brandon N. Owner Financial Services Used the software for: 6-12 months ### "Very happy with product" September 2, 2021 5.0 Overall I am very satisfied with how easy it is to use and the thoroughness of the software. Pros I liked that the product was able to connect with the planning software that I used, RightCapital. Cons I honestly don't really have any cons at this moment for what I use it for. Switched from [Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/) Ability to connect with my planning software. Review Source MG Mark G. CEO Financial Services Used the software for: 1-2 years ### "Improve it " September 13, 2021 4.0 Appointment and call back planning for a person like me that easily forgets Pros Ease of use and implementation of particular importance is the ability to put tags and create mailings by tags Cons Sales reports difficult we had to build our own with a programmer I think the opportunity function needs help Review Source KB Kevin B. Founder/Financial Planner Financial Services Used the software for: 6-12 months ### "Best CRM for Solo advisors" December 9, 2019 4.0 Wealthbox is great for helping me minimize my time spent on non client-facing tasks. It keeps me organized and plays wells with other software I need to run my business Pros This crm is easy to set up and implement, especially if you are a solo operation. It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost. I also like the tags feature Cons I can't really think of anything negative to say. My other experience with a CRM is a customized version of salesforce which was built for a giant firm and was much less user friendly. Review Source JL Jason L. President Financial Services Used the software for: 2+ years ### "Easy to use" September 3, 2021 5.0 Pros The product is very easy to use, has great functionality. More options for users that need detailed CRM software. Cons Make being able to add contacts faster and easier. Review Source KC Kyle C. Financial Advisor and Partner Financial Services Used the software for: 2+ years ### "Wealthbox" September 6, 2021 5.0 Pros Ease of use on the platform is unmatched and helps accomplish tasks easily. Cons Third party integration strength could be better. However, it is really solid now. Review Source DR Dale R. CFP Financial Services Used the software for: 2+ years ### "Pros and cons" September 3, 2021 4.0 I like it, but would probably select a different system if I had to do it again. Pros Cost, met my criteria for what I needed for my business Cons Very hard to navigate, not user friendly Review Source AM Andy M. owner Investment Management Used the software for: 2+ years ### "Better than any other CRM" September 13, 2021 5.0 Positive Pros Easy to use--very intuitive. Compared with other CRMs it is a breeze to use. Cons Would be cool if parts of it were shareable with clients. (not all of it) Review Source RL Rob L. VP Financial Planning Financial Services Used the software for: 2+ years ### "Pros/Cons of WB" September 2, 2021 4.0 Pros Flexibility and integrations with other software providers Cons Missing some automation, like the ability to run campaigns/funnels directly from the software. Review Source JI John I. resident and Founder Financial Services Used the software for: 6-12 months ### "Wealthbox is a great CRM, especially at the price point" September 3, 2021 5.0 I'm on my 4th CRM over last decade and this is the best CRM I have used...good support, notes are very easy to use and you don't need a PHD to be able to get up and running. Pros Easy to use and the integrations with Outlook, Precise FP and other apps. Cons I would like to be able to automate some tasks better with Emails...I would like this to be my main hub for all zaps...so it triggers mid-year and annual reviews, birthdays, new client onboarding, and anniversary emails. Review Source MH Michael H. Advisor Financial Services Used the software for: 6-12 months ### "Easy to use software; highlights need for firm-level processes, standards, etc." September 2, 2021 5.0 Customer and prospect database, and workflow tracking (tasks related to contacts, etc.) Pros Very easy to use; intuitive (for the most part) Cons The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.) Review Source AP Albert P. Financial Adviser Financial Services Used the software for: 2+ years ### "The best CRM on the market" September 8, 2021 5.0 Pros Wealthbox is the most intuitive CRM available and powerful to use Cons Opportunities does not have another default view setting Review Source JC Jake C. Client Service Associate Investment Management Used the software for: 1-2 years ### "Great software, great price" September 3, 2021 5.0 It has been great, well worth the monthly cost. Pros We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other. Cons Since the product is mostly American, we can't link it to our custodian to pull in account values. Review Source CP Chris P. Advisor Financial Services Used the software for: 6-12 months ### "Wealthbox review" September 3, 2021 5.0 Totally organized our process and the way we communicate task. Pros The ease of use is fantastic, the product design is great. I am a big fan of wealthbox. Cons I wish it would integrate with LPL clientworks. 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 Ease of use and design. Review Source LM Lonnie M. Financial Representative Insurance Used the software for: 1-2 years ### "Truth" September 9, 2021 5.0 Pros I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule Cons I wish it would sync revenue better, possibly more customization in different products service etc Review Source DM Don M. Financial Advisor Financial Services Used the software for: 6-12 months ### "Wealthbox Review - Financial Adviosr" September 3, 2021 5.0 This is my CRM and it allows me to keep track of clients and activities without having a lot of functionality that I don't need. I have used a competitor and it was overwhelming. Pros Integration is seamless and easy to set up. Customer service is awsome! Cons I would like to see the ability when assigning a day to a recurring activity, that if that day falls on a weekend, it shows up on Friday. Review Source JH Jimmy H. Owner Financial Services Used the software for: 6-12 months ### "User Friendly CRM" September 3, 2021 5.0 Excellent customer service and support. Pros The easy of use and all the features you could want in a CRM Cons I would like to see all the fields in a contact without having to hit edit Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox easy of use Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) I simply hated Retail so much that even though it is part of my tech package with the Investment Firm, I still purchased Wealthbox seperately. Review Source Similar Products Featured ## Related categories [Financial CRM](https://www.capterra.com/financial-crm-software/) ## 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.