# Page 6 | Wealthbox Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Wealthbox ## Showing most helpful reviews Showing 126-146 of 146 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CH Chad H. Owner Financial Services Used the software for: 6-12 months ### "A CRM that you'll actually use more than just note taking. " September 8, 2021 5.0 I'm able to efficiently keep up with all my client notes, projects, due dates, etc. I don't waste time repeating simple tasks over and over. Pros How it integrates with other software services I use. Cons Honestly I think it has everything. Very good product. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail was very clunky, with no wow factor. I was only able to use it for note keeping. Couldn't easily store emails and documents in an organized fashion. Couldn't change notes, so if you entered something incorrectly, it would have to stay there forever. Review Source RC Rick C. Owner / CFP Investment Management Used the software for: 1-2 years ### "WB Review after ~ 1 yr" September 14, 2021 4.0 I have only just touched on workflows but I look forward to learning more about how to use them to run an efficient practice. Pros It has simple & easy integration. Ease of use. Cons I'm not sure as I have little knowledge of CRM options. Review Source KB Kenton B. Owner Financial Services Used the software for: 6-12 months ### "Wealthbox Review Comments" September 21, 2021 5.0 Pros Very easy to utilize and intuitive in data input. Cons Would like to see integration with more outside applications. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Wealthbox is much easier to use Review Source JC Joe C. Investment Advisor Financial Services Used the software for: 2+ years ### "Preferred CRM" September 2, 2021 5.0 I have used most other popular CRM programs, and this is the easiest for me to use. The program fits my need to run my advisory business. Pros User Friendly and makes sense to use intuitively. Cons When compared to other programs, it's difficult to find dislikes. Reason for choosing Wealthbox Made more sense to use. The other providers frustrated me. Review Source SE Sharon E. Office Manager Financial Services Used the software for: Less than 6 months ### "Review for Wealthbox" September 13, 2021 4.0 Just getting started using it and finding more ways to utilize it. Like that you can assign tasks, put notes, etc. on each client. The tags are easy and helpful. Pros Pretty easy to use. Has most of the info we need. Cons Set-up was a little clunky. Wish Household would grab some of the info (email/phone from the contact. Reason for choosing Wealthbox Not my area. Switched from [AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Junxure didn't offer many extras. No mail merge, the notes and such were clunky and you had to develop a workflow for tasks. Review Source JM Jason M. Assoc Financial Advisor Financial Services Used the software for: Less than 6 months ### "Wealthbox: Great Entry Point for A CRM" January 17, 2024 5.0 very good, started fresh easy to figure out next best steps Pros easy navigation, easy UX, access to client history Cons reporting could be improved, also would love the ability to customize client cards to meaningful info Review Source TK Ty K. Financial Advisor Financial Services Used the software for: 6-12 months ### "Favorable First Impressions " September 8, 2021 5.0 Easy to organize client information, keep client notes, and love the data feed/dashboard. After using for 6 months I see no reason to change CRM platforms. Pros Super easy to use and integrates with my existing software suite Cons Would like the e-mail functionality with the basic package Reason for choosing Wealthbox Came with XYPN membership. Review Source MN Marianne N. Certified Financial Planner™ practitioner Financial Services Used the software for: 6-12 months ### "One stop shop" September 2, 2021 5.0 Wealthbox customer service is always available to troubleshoot and fix. Thanks WB! Pros Wealthbox aggregation streamlines the CRM process Cons Occasionally Wealthbox and GoogleSuite email have troubles connecting, but WB Customer service always comes through for me. Review Source BM Bonnie M. Principal Financial Services Used the software for: Less than 6 months ### "Great CRM for solo RIA" September 3, 2021 5.0 I find it very intuitive and well-designed. I love how quick it is to take a note and tag a client in it. I'm still working on getting all my workflows organized just the way I want but find the feature very useful. I haven't used another CRM, so I can't compare it to other products, however, that's also a testament to how easy it was for me to just start using without enduring hours of training or constantly consulting the help section. Pros It integrates with every piece of software I need it to. Easy to use and customize exactly how I want. Cons Must upgrade to Pro plan to get email syncing. Reason for choosing Wealthbox Well-designed and affordable. Offers the best combination of features I use at an attractive price. Review Source TM Theresa M. Executive Office Manager Financial Services Used the software for: Less than 6 months ### "Review 9.2021" September 10, 2021 4.0 decent Pros The system is fairly intuitive. Appreciate the layout and client display. Cons There is no way to test send an email before it is sent via Broadcast email. Additionally, an enter key sent the email, way uncool. Also, would like to have the option to store docs in the cloud that are not client related. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Business Sold - good time to shift and it came recommended Review Source SM Steven M. Owner Financial Services Used the software for: 6-12 months ### "Wealthbox review Sept. 2021" September 3, 2021 5.0 Great experience, ease of use has me implementing it more than previous trials Pros Social media like setup, ease of use and implementation Cons Maybe reminder functionality could be enhanced. Reason for choosing Wealthbox n/a Review Source MP Michael P. Director of Client Relations Financial Services Used the software for: 6-12 months ### "Wealthbox has worked great for us!" September 3, 2021 5.0 Pros The workflows help keep our business running smoothly and know what tasks are completed and what is still outstanding. Cons It would be nice to see a log of each users entries. Review Source MC Mark C. Owner/Advisor Investment Management Used the software for: Less than 6 months ### "My Wealthbox xperience" September 4, 2021 5.0 Wealthbox does the work of three people if you keep things updated. It lets me spend more time working with my clients. Pros usiness. As a CRM, Compliance (RIA in A Box), Portfolio (Schwab), Planning(MoneyGuide Pro),Email, Phone,Etc. It helps me to pretty much automate my practice. Cons Some issues with integration, yet nothing that was unexpected. Reason for choosing Wealthbox Better fit for the cost. Review Source GC George C. CEO Financial Services Used the software for: 6-12 months ### "Great CRM product" September 2, 2021 5.0 Pros I like the ability to link up emails to contacts so that I have a record of communication. Cons Inputing contacts is slow and cumbersome. Review Source JD Jim D. Owner Investment Management Used the software for: 1-2 years ### "Overview" September 8, 2021 5.0 Great, my staff uses it daily and likes it Pros Ease of accomplishing my business purposes whatever they may be whenever I'm in need for information or to contact a client. Cons I haven't found anything I don't like. Some CRM marketing software were less expensive but WB seemed to be a better fit for our firm Review Source EP Elliot P. LPL Registered Administrative Associate Financial Services Used the software for: 6-12 months ### "Best CRM for Financial Advisors" September 9, 2021 5.0 Pros The product is easy to setup and easy to use! Cons Will not have the plethora of features of other CRMs. Review Source ND Nancy D. COO Management Consulting Used the software for: 2+ years ### "Wealthbox Rocks - a CRM that really is easy to use!" September 8, 2021 5.0 Customer has been excellent and importing docs have been easy. Pros Wealthbox is easy to use and its features are instrumental in the business industry. Cons Nothing at this time strikes as an issue Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Wealthbox Product & economics Review Source PT Pierre T. Director Financial Services Used the software for: 2+ years ### "Perfect for financial advisers" August 11, 2020 4.0 Pros The fact that users love to use it! Most other software stops being used. Cons A few functions not possible, eg create tasks in bulk. Review Source DB David B. Senior Financial Advisor Financial Services Used the software for: Less than 6 months ### "Lighthouse Financial Advisors Review" September 6, 2021 5.0 So far a very good experience after using RedTail for 3 years. Pros The update section is used after each meeting to keep Team Members abreast of the case dynamics. Cons Finding the time to learn all of the potential features & benefits of the software. Reason for choosing Wealthbox Recommended by a Partner. Review Source SS Scott S. Portfolio Manager & Financial Planner Financial Services Used the software for: Less than 6 months ### "Great CRM Software" September 3, 2021 4.0 I’ve been using it for over 3 months now and haven’t had any issues. They are continually adding more integrations and features and provide a ton of training. Pros I like the ease of being able to enter contact information. There are lots of great integrations with other software. The app is very useful as well. Cons Workflows need to improve. The email section needs more customization- font & size for example Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Reason for choosing Wealthbox It was the most user friendly and robust of the options. Review Source MZ Matt Z. VP of Marketing Marketing and Advertising Used the software for: Less than 6 months ### "Very Decent Niche CRM " July 29, 2021 4.0 Pros Of the niched down CRMs I've used (this one is for Financial Planners), Wealthbox is very good. Is it as robust as SFDC, HubSpot, etc? No. But it's going to get your small advisory where you need to be - and you can store sensitive data, which many of the bigger CRMs will not let you do. Cons There aren't a lot of "out of the box" integrations, so you'll find yourself using Zapier or something similar to connect to other platforms. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) 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.