FT Amplify vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FT Amplify
Score 9.4 out of 10
Small Businesses (1-50 employees)
Amplify is a financial services CRM that enables investment promotion agencies and economic development organisations to manage their entire investor lifecycle. Developed by Wavteq, Amplify was acquired by the The Financial Times Group in 2023, and is now an FT product.N/A
Wealthbox CRM
Score 8.8 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
FT AmplifyWealthbox CRM
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
FT AmplifyWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
FT AmplifyWealthbox CRM
Best Alternatives
FT AmplifyWealthbox CRM
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

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Enterprises

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User Ratings
FT AmplifyWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
FT AmplifyWealthbox CRM
Likelihood to Recommend
Financial Times
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.
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Pros
Financial Times
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Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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Cons
Financial Times
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.
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Alternatives Considered
Financial Times
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Starburst Labs
Wealthbox is more user friendly and has a better view
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Return on Investment
Financial Times
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.
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ScreenShots

FT Amplify Screenshots

Screenshot of Interactive Visual Dashboards: To measure the IPA Activity by department, sector and target regions and forecast outcomes.Screenshot of Best Practices Workflow Templates: Leverage workflows & use-cases built by our practitioners based on proven methodologies & feedback.