InvestorFlow vs. Wealthbox CRM
InvestorFlow vs. Wealthbox CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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InvestorFlow | 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 | 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 |
InvestorFlow | Wealthbox CRM | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
InvestorFlow | Wealthbox CRM | |
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Top Pros | No answers on this topic |
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Top Cons | No answers on this topic |
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InvestorFlow | Wealthbox CRM | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
InvestorFlow | Wealthbox CRM | |
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Likelihood to Recommend | - (0 ratings) | 8.0 (1 ratings) |
InvestorFlow | Wealthbox CRM | |
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Likelihood to Recommend | InvestorFlow No answers on this topic | Starburst Labs |
Pros | InvestorFlow No answers on this topic | Starburst Labs |
Cons | InvestorFlow No answers on this topic | Starburst Labs |
Alternatives Considered | InvestorFlow No answers on this topic | Starburst Labs |
Return on Investment | InvestorFlow No answers on this topic | Starburst Labs |
ScreenShots |