Name: Wealthbox CRM
Rating: 9.4 (9 reviews)
Author: Wealthbox (Starburst Labs, Inc)

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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### Task Management
Users generally praise Wealthbox CRM for its robust task management capabilities. The platform's ability to track tasks, create workflows, and assign tasks efficiently has garnered positive feedback from users. However, some users have expressed concerns about certain limitations, such as the difficulty in creating comprehensive reports across different elements of Wealthbox and the lack of a contact auto-syncing function. Despite these drawbacks, the majority of users appreciate Wealthbox CRM's task management features for helping them stay organized and ensuring that tasks are completed in a timely manner.

### Workflow Automation
Users generally have mixed opinions about Wealthbox CRM's workflow automation capabilities. While some users appreciate the ability to create custom workflows that enhance efficiency and quality control, others express a desire for more robust automation features. The platform's workflow management tools are praised for keeping tasks organized and ensuring nothing falls through the cracks. However, there are concerns about the complexity of maintaining workflows and the need for more automation to streamline processes. Wealthbox CRM's workflow automation functionality seems to be a point of both satisfaction and improvement for its users.

### Client Management
Users consistently highlight Wealthbox CRM's client management as a key strength, emphasizing its ability to centralize client data, streamline client interactions, and enhance organization. The platform's intuitive interface and robust features enable users to efficiently track client activities, maintain detailed client profiles, and ensure compliance with ease. Despite some minor drawbacks mentioned, such as calendar integration issues and limited email functionality, users overall appreciate Wealthbox CRM for its effective client management solutions.

### Client Interaction Records
Users generally agree that Wealthbox CRM's note-taking capabilities are a standout feature. The platform's intuitive interface and ease of adding notes and tags for contacts have been well-received. Additionally, users appreciate the platform's ability to track emails insights and maintain compliant notes and client information. The feature that allows for easy export of client notes and emails during regulatory reviews has been particularly praised for its convenience and efficiency. Wealthbox CRM's client interaction records functionality seems to be a strong asset for financial advisors looking to streamline their note-taking and client communication processes.

### Client Onboarding
Users generally praise Wealthbox CRM's client onboarding efficiency and workflow management capabilities. However, some users have expressed concerns about certain limitations, such as the inability to upload contact information via CSV independently and the challenges faced during the onboarding process. While the platform's intuitive interface and integration with key partners like Schwab and Orion are highlighted as strengths, the need for improvement in support responsiveness and filtering functionalities has been noted. Despite these drawbacks, Wealthbox CRM's client onboarding features are generally viewed positively for streamlining processes and enhancing overall client management experiences.

### Contact Organization
User sentiment about contact organization in Wealthbox CRM is varied. Some users appreciate the ease of adding notes and tags for contacts, as well as the recent updates to Workflows that enhance setup. However, there are concerns about the lack of a contact auto-syncing function, making it necessary to manually export contacts for syncing with external services. Additionally, users find a disconnect between Households and Contacts, leading to confusion when scheduling meetings. Despite these drawbacks, users generally find Wealthbox CRM's contact organization capabilities to be satisfactory for their needs.

### Data Entry and Tracking
Users appreciate Wealthbox CRM's streamlined data entry process, noting its simplicity and ease of use. The platform's ability to track client information efficiently and effectively is highlighted as a valuable feature. While some users encounter minor issues like duplicating entries, overall, Wealthbox CRM's data entry and tracking capabilities receive positive feedback for their user-friendly interface and integration options.

### Email Integration
Users generally praise Wealthbox CRM's email integration capabilities. The platform's email integration feature seems to be a standout for many users, allowing for efficient tracking of emails and enhancing communication with clients. While some users have experienced minor syncing issues or delays in email delivery, the overall consensus leans towards the positive side. The ability to access all email correspondence within the CRM and streamline client communication appears to be a significant benefit for users. However, there are some suggestions for improvement, such as enhancing email templates and addressing minor glitches in email formatting.

### Communication Tools
Users consistently highlight Wealthbox CRM's communication tools as a standout feature, emphasizing its user-friendly interface and efficiency in managing client interactions. The platform's ability to centralize email communication, store client notes, and facilitate seamless team collaboration has garnered widespread acclaim. Additionally, users appreciate the ease of accessing client information and communication history within individual profiles, streamlining the process of staying informed and providing tailored responses. Wealthbox CRM's communication tools have proven to be a valuable asset in enhancing internal communication and client engagement, contributing to overall positive user experiences.

Users have provided several recommendations based on their experiences with Wealthbox, a CRM for financial advisors. The most common recommendations are as follows:

1. Take advantage of the trial period to ensure that Wealthbox meets all your needs.
2. Compare Wealthbox with other CRM platforms before making a decision.
3. Ensure that Wealthbox integrates with your operating system.

Overall, users highly recommend Wealthbox as a clean and easy-to-use CRM for financial advisors. However, some users have mentioned specific areas for improvement, such as enhancing the householding functionality. Additionally, it's worth noting that Wealthbox may not be suitable for those looking to sync with Outlook calendar unless alternative integration options are available.

Highly Customizable: Users have consistently praised Wealthbox CRM's highly customizable platform, with many stating that the ability to tailor it to their specific business needs has been a game-changer. Reviewers have noted that this feature allows them to optimize their workflow and increase efficiency on repeatable processes.

Intuitive User Interface: The intuitive user interface of Wealthbox CRM has been highlighted by many reviewers as one of its standout features. They appreciate how easy it is to navigate through the system, which saves time and resources in training new staff or interns. Furthermore, users find it simple to locate client information quickly and recall details on interactions with clients.

Affordable Option: Many small businesses have noted that Wealthbox CRM provides an affordable option for all the features they need when compared to other options in the market. At $49 per user, this low cost has made it accessible for firms looking for a budget-friendly solution without sacrificing functionality.

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.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

Wealthbox CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Wealthbox CRM and fpPathfinder Demo

Likelihood to Recommend

Wealthbox (Starburst Labs, Inc)

Salesforce Commerce Cloud

Salesforce Service Cloud

New Business Team Lead

Wealthbox CRM 2022-02-09 08:50:58

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Slows down

Ease of use

Setting up

Contact info

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Financial Services CRM Systems

Our organization uses Wealthbox CRM to keep a log of phone conversations, advisor setups, emails, and personalized workflows.

Workflow Customization
Ease of Use with setting up Advisor and Contact Info

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.

Workflows
Log emails and phone calls
Advisor Profile

Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.

Wealthbox CRM

Overview

What is Wealthbox CRM?