Advisors Assistant vs. Wealthbox CRM

Advisors Assistant

Advisors Assistant

1 Reviews and Ratings

Wealthbox CRM

7 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Advisors Assistant	Score 6.0 out of 10	N/A	Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego.	N/A
Wealthbox CRM	Score 9.9 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

Advisors Assistant

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Advisors Assistant	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Advisors Assistant	Wealthbox CRM
Top Pros	No answers on this topic	Pro Ease of use Pro Setting up Pro Contact info
Top Cons	No answers on this topic	Minus Get resolved Minus Slows down

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	Advisors Assistant	Wealthbox CRM
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User Ratings
	Advisors Assistant	Wealthbox CRM
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	Advisors Assistant	Wealthbox CRM
Likelihood to Recommend	FMG Suite No answers on this topic	Starburst Labs Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	FMG Suite No answers on this topic	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	FMG Suite No answers on this topic	Starburst Labs Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	FMG Suite No answers on this topic	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	FMG Suite No answers on this topic	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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