Envestnet Tamarac vs. Wealthbox CRM

Envestnet Tamarac

Envestnet Tamarac

3 Reviews and Ratings

Wealthbox CRM

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Envestnet Tamarac	Score 4.9 out of 10	N/A	Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning.	N/A
Wealthbox CRM	Score 8.6 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

Envestnet Tamarac

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Envestnet Tamarac	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
	Envestnet Tamarac	Wealthbox CRM

Best Alternatives
	Envestnet Tamarac	Wealthbox CRM
Small Businesses	Affinity CRM Score 9.2 out of 10	Affinity CRM Score 9.2 out of 10
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Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Envestnet Tamarac	Wealthbox CRM
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	Envestnet Tamarac	Wealthbox CRM
Likelihood to Recommend	Envestnet 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	Envestnet 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	Envestnet 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	Envestnet 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	Envestnet 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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