DivulgeTech Forex CRM vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
DivulgeTech Forex CRM
Score 0.0 out of 10
N/A
DivulgeTech Forex CRM is a custom-built CRM platform for forex brokerages, developed by a team boasting 18+ years of industry experience and headquartered in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform with native MetaTrader 4 and MetaTrader 5 integration. Core capabilities: Client onboarding — KYC/AML verification, document storage, automated workflows IB & affiliate management — multi-tier commissions,…N/A
Wealthbox CRM
Score 8.5 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
DivulgeTech Forex CRMWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
DivulgeTech Forex CRMWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
DivulgeTech Forex CRMWealthbox CRM
Best Alternatives
DivulgeTech Forex CRMWealthbox 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

No answers on this topic

Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
DivulgeTech Forex CRMWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
DivulgeTech Forex CRMWealthbox CRM
Likelihood to Recommend
DivulgeTech
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.
Read full review
Pros
DivulgeTech
No answers on this topic
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
Read full review
Cons
DivulgeTech
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.
Read full review
Alternatives Considered
DivulgeTech
No answers on this topic
Starburst Labs
Wealthbox is more user friendly and has a better view
Read full review
Return on Investment
DivulgeTech
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.
Read full review
ScreenShots

DivulgeTech Forex CRM Screenshots

Screenshot of the Tasks Management module of DivulgeTech Forex CRM. It provides a centralized interface for brokers and administrators to track and manage client-related requests and operational tasks.Screenshot of Forex CRM Software for MT4 & MT5Screenshot of Forex CRM - Payments Integration