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Wealthbox Evaluation Snapshot
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Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Wealthbox Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Wealthbox
Problem it Solves
-
Simplifies Client Relationship Management For Financial Advisory Firms.
Target Users
-
Financial Advisors
-
Broker Dealers
-
Wealth Management Firms
-
Investment Advisory Firms
Core Use Case
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Automate Advisory Workflows
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Schedule Client Meetings
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Monitor Advisory Business Performance
USP
-
Modern CRM Software Built Specifically For Financial Advisors.
Editorial Buyer Guidance
Who Is Wealthbox Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Simplifies Client Relationship Management For Financial Advisory Firms.Target Users
- Financial Advisors
- Broker Dealers
- Wealth Management Firms
- Investment Advisory Firms
Core Use Cases
- Automate Advisory Workflows
- Schedule Client Meetings
- Monitor Advisory Business Performance
Unique Selling Point
Modern CRM Software Built Specifically For Financial Advisors.
Sponsored Products
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Category-Based Capabilities
Wealthbox Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Financial CRM Software 29 selected features Open category ↗ ⌄
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
Artificial Intelligence
Pricing Information
Wealthbox Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$59
Per Month
Pro
$75
Per Month
Premier
$99
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Alternative Products
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Frequently Asked Questions
Wealthbox FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Wealthbox CRM is a cutting-edge customer relationship management software designed to help financial advisors and wealth management firms manage client relationships, track opportunities, and streamline daily advisory operations. The software provides a centralized workspace where advisors can organize client records, manage communication history, schedule meetings, and track tasks across their team. With its modern interface and collaborative features, Wealthbox helps advisory firms maintain clear visibility into client activity while ensuring teams stay aligned on client interactions and service workflows.
The system also includes workflow automation, reporting tools, shared activity streams, and integrations with wealth-tech platforms used in financial advisory practices. Advisors can monitor opportunities, automate follow-ups, manage client meetings, and store important documents within a single environment. By combining client management tools, collaboration features, and automation capabilities, Wealthbox helps advisory firms improve productivity, strengthen client engagement, and manage their growing advisory practices more efficiently.
- No, Wealthbox does not offer a free version.
- Yes, Wealthbox offers a free trial.
- No, Credit Card details are not required for the Wealthbox trial.
-
Wealthbox offers the following pricing plans & packages:
Basic
$59 Per Month
Pro
$75 Per Month
Premier
$99 Per Month
-
Wealthbox supports the following payment frequencies:
- Monthly Subscription
- No, Wealthbox does not offer an API.
-
Wealthbox offers support with the following options:
- Email , Knowledge Base , FAQs/Forum
-
Wealthbox offers training with the following options:
- Live Online , Webinar , Documentation , Videos
-
Wealthbox supports the following languages:
- English
-
Following are the typical users of the Wealthbox:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
-
Wealthbox supports the following deployment:
- Cloud Hosted
-
Wealthbox supports the following devices and operating systems:
- Web-Based , iPhone , Android
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Product Comparisons
Wealthbox Comparisons
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