Was ist Wealthbox?
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses.
Wer verwendet Wealthbox?
Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.
Wo kann Wealthbox bereitgestellt werden?
Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)
Über den Anbieter
- Starburst Labs
Erhältlich in diesen Ländern
Vereinigte Staaten
Sprachen
Englisch
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Engage
Über den Anbieter
- Starburst Labs
Erhältlich in diesen Ländern
Vereinigte Staaten
Sprachen
Englisch
Wealthbox – Videos und Bilder
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Bewertungen über Wealthbox
Joel
Satisfied and good value
Kommentare: Awesome, highly recommend
Vorteile:
The workflows, being able to design a process and implement other team members is wonderful.
Nachteile:
Contacting customer service has been painful in the past. I like having a dedicated phone # to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem.
Chris
In Betracht gezogene Alternativen:
Switching to Wealthbox
Kommentare: Positive: issue with Salesforce iteration we used was that it took more time to do day to day things in the system. It wasn't "fun" or "easy" to use. Wealthbox solves that. What's the best CRM? One you use. I feel like they have designed it in a way that's approachable and time efficient for a business that is always stretched on time and/or technical aptitude
Vorteile:
Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with other systems
Nachteile:
Relative inflexibility, some integrations aren't as deep as they could be. That said, they take user feedback to heart and incorporate it over time.
Verifizierter Rezensent
In Betracht gezogene Alternativen:
Wealthbox CRM is excellent
Kommentare: Very good product for the price and features you receive
Vorteile:
User friendly interface with plenty of integrations
Nachteile:
Dashboard for each client could be a lot better
Sarah
In Betracht gezogene Alternativen:
CRM
Kommentare: Wealthbox has been fairly consistent and easy to use, however we feel as thought we took 3 steps back from the CRM we previously used.
Vorteile:
Wealthbox is extremely sleek and clean looking. The calendar is simple and user friendly. I love being able to use the @ from my home page to input data into any client without being in that screen.
Nachteile:
Mailmerge fields are limited, as are integrations with the other platforms we use. I am not a fan of the support being only through a help request, and not having a number to call to speak with someone. Many of the "upgrades" they make are only partially done that then need updates and fixes to improve and complete the intended use.
Caroline
A Website I NEED For My Life to Function
Kommentare: I highly, highly recommend Wealthbox. It is a great platform with a wide selection of integral-to-my-life features that keep me coming back many times an hour, every day of the working week. It might be one of my most visited websites... not because it is arduous or monotonous, but because it is an staple in my professional (and sometimes personal) life.
Vorteile:
I like how Wealthbox is a centralized location for so much of our firm and so much of my life alike. When I am working, this software is always lulling in the background somewhere. I reference it often throughout the day. I can task myself; I can task other people to complete something imperative and direct to their natures; I can book my schedule and work with others around theirs. I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information.
Nachteile:
When searching for a client at the search bar, there is little to no information about them beside their name. In short, the contact management is not my favorite feature. Wealthbox could benefit from a more polished contact page as well. It looks... messy. There is not a cohesive, consistent feel. I am also not a fan of the Contacts > Tags or Contacts > Manage Tags section on Wealthbox. It feels underdeveloped and incorrect. Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities.
