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.

Wealthbox – Details

Starburst Labs

Wealthbox – Details

Starburst Labs

Wealthbox – Videos und Bilder

Videos zu Wealthbox
Wealthbox Software - 1 - Vorschau
Wealthbox Software - 2 - Vorschau
Wealthbox Software - 3 - Vorschau

Kosten ähnlicher Produkte wie Wealthbox vergleichen


35,00 $/Monat
99,00 $/Monat
Nicht verfügbar
65,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Nein
Kostenlose Version Nein
Kostenlose Version Nein

Gratis Testen

Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja

Wealthbox – Bereitstellung und Support


  • E-Mail/Helpdesk
  • FAQ/Forum
  • Wissensdatenbank


  • Cloud, SaaS, webbasiert
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Chromebook (Desktop)
  • Android (mobil)
  • iPhone (mobil)
  • iPad (mobil)


  • Live Online
  • Webinare
  • Dokumentation
  • Videos

Funktionen von Wealthbox

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Aufgabenmanagement
  • Aufgabenplanung
  • Berichterstattung und Statistik
  • Beziehungs-Nachverfolgung
  • CRM
  • Daten-Import / -Export
  • Dokumentenmanagement
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail Marketing
  • E-Mail-Management
  • E-Mail-Vorlagen
  • Finanzmanagement
  • Für Finanzinstitutionen
  • Gebietsmanagement
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kampagnenmanagement
  • Kontaktmanagement
  • Kostenverfolgung
  • Kundendatenbank
  • Kundenmanagement
  • Lead-Erfassung
  • Leadmanagement
  • Marketing-Automatisierung
  • Mobiler Zugriff
  • Pipeline-Management
  • Prognose
  • Suchen / filtern
  • Team-Aufgaben
  • Verfolgung von Interaktionen
  • Verkaufsberichte
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen

Siehe die vollständige CRM Software für Banken & Finanzdienstleister Liste

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Alle 138 Nutzerbewertungen lesen

Durchschnittliche Bewertung


Nutzerbewertungen nach Bewertung


Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Joel V.
Joel V.
Owner in Kanada
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Satisfied and good value

5 vor 3 Monaten

Kommentare: Awesome, highly recommend


The workflows, being able to design a process and implement other team members is wonderful.


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.

Patrick C.
Certified Financial Planner in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Wealthbox CRM - My favorite

5 vor 3 Monaten

Kommentare: I actually look forward to opening this program because it helped me organize my business and it so easy to use. My old CRM was not this easy.


This was the easiest and fastest setup of any CRM I used in the past. It matched my needs as I wanted something that I could tailor to meet my needs in a database. It is very easy to make changes to the CRM to add fields. I didn't need to pay a consultant to change the face, fields or integrate with other vendors. Note taking is very simple and I really liked the layout.


It sounds too good to be true but i did not have any cons with this software. At least not yet.

Sarah W.
Operations in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung


3 vor 2 Jahren

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.


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.


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.

Chris H.
Managing Partner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Switching to Wealthbox

5 vor 2 Monaten

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


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


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.

Tom W.
Partner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Superlative CRM

5 vor 2 Monaten

Kommentare: The company, its developers and customer service are exceptional. I had a minor question last week and when customer service was able to resolve in 5 minutes, I shared with my partners how incredibly rare and refreshing a responsive tech support/customer service is this day and age.


This CRM is outstanding. I have, in the past, used 4 other products and Wealthbox soundly beats them all. It is incredibly user friendly, clear and concise. The amount of customization the user can choose for their specific industry is out of this world.


I initially didn't like the ios app, but, as with all things Wealthbox, they continue to innovate and evolve. It has become much more robust.