client Assyst vs. Wealthbox CRM

client Assyst

client Assyst

0 Reviews and Ratings

Wealthbox CRM

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting 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 Assyst

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
client Assyst	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
	client Assyst	Wealthbox CRM

Best Alternatives
	client Assyst	Wealthbox CRM
Small Businesses	Affinity CRM Score 9.2 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	client Assyst	Wealthbox CRM
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	client Assyst	Wealthbox 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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	Assyst Software 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	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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	Assyst Software 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	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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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