client Assyst vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
client Assyst
Score 0.0 out of 10
N/A
A CRM for financial service providers, offering a comprehensive client database, fact-find completion and printing, document management, action lists, contract enquiries and real-time valuations, letter production, as well as business and mangement information reporting.N/A
Wealthbox CRM
Score 8.7 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
client AssystWealthbox CRM
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
client AssystWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
client AssystWealthbox CRM
Best Alternatives
client AssystWealthbox CRM
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

No answers on this topic

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Enterprises

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All AlternativesView all alternativesView all alternatives
User Ratings
client AssystWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
client AssystWealthbox CRM
Likelihood to Recommend
Assyst Software
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
Assyst Software
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Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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Cons
Assyst Software
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
Assyst Software
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Starburst Labs
Wealthbox is more user friendly and has a better view
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Return on Investment
Assyst Software
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