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Modern CRM for Financial Advisors

Wealthbox CRM Overview

Wealthbox CRM is a user-friendly, comprehensive customer relationship management software tailored for financial advisors. It stands out with its streamlined interface, offering an intuitive dashboard that centralizes client information, tasks, and calendar events. Key features include efficient contact management, seamless integration with popular financial tools, and robust collaboration options, enabling advisors to work effectively with their teams. Wealthbox CRM simplifies workflow with automated processes for client onboarding and follow-ups, ensuring timely communication. The software also includes advanced reporting capabilities, providing valuable insights into client interactions and business performance. With its focus on ease of use and comprehensive financial management tools, Wealthbox CRM is an excellent choice for financial professionals seeking to enhance client relationships and streamline their practice.

Contact Details

  • Starburst Labs
  • 2014
  • United States
  • 101-500

Support

  • Email
  • Knowledge Base

Training

  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • iPhone
  • Android

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

English

Industries

Accounting, Financial Services, Information Technology & Services, Other Industries

Wealthbox CRM Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

Wealthbox CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Trial

  • 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription
  • Monthly Payment

Plans & Packages

Basic

$49 Per Month

Wealthbox CRM FAQ's

  • No, Wealthbox CRM does not offer a free version.

  • Yes, Wealthbox CRM offers a free trial.

  • No, Credit Card details are not required for the Wealthbox CRM trial.

  • Wealthbox CRM offers the following pricing plans & packages:

    Starting Plan:

    $49 Per Month

  • Wealthbox CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Wealthbox CRM offers an API.

  • Wealthbox CRM offers support with the following options:
    • Email , Knowledge Base

  • Wealthbox CRM offers training with the following options:
    • Webinar , Documentation

  • Wealthbox CRM supports the following languages:
    • English

  • Following are the typical users of the Wealthbox CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Wealthbox CRM supports the following deployment:
    • Cloud Hosted

  • Wealthbox CRM supports the following devices:
    • Web-Based , iPhone , Android