InvestorFlow vs. Wealthbox CRM

InvestorFlow

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
InvestorFlow	N/A	N/A	InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow integrates deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow states they currently serve over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5…	N/A
Wealthbox CRM	Score8.3 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

InvestorFlow

Wealthbox CRM

No answers on this topic

No answers on this topic

Pricing Offerings
InvestorFlow	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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

User Testimonials
	InvestorFlow	Wealthbox CRM
Likelihood to Recommend	InvestorFlow No answers on this topic	Wealthbox (Starburst Labs, Inc) 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 Cortnie Pannill New Business Team Lead Read full review
Pros	InvestorFlow No answers on this topic	Wealthbox (Starburst Labs, Inc) Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized Cortnie Pannill New Business Team Lead Read full review
Cons	InvestorFlow No answers on this topic	Wealthbox (Starburst Labs, Inc) 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 Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	InvestorFlow No answers on this topic	Wealthbox (Starburst Labs, Inc) Wealthbox is more user friendly and has a better view Incentivized Cortnie Pannill New Business Team Lead Read full review
Return on Investment	InvestorFlow No answers on this topic	Wealthbox (Starburst Labs, Inc) Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized Cortnie Pannill New Business Team Lead Read full review
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