Wealthbox vs. Tamarac CRM

Explore the difference, and experience the difference. Wealthbox is the new, modern CRM for financial advisors with an amazing user experience. No training required. Compare the two now. Game on!

Full access. No credit card required.

Wealthbox

Wealthbox is the most modern CRM in the market, offering advisors with intuitive “sign up and go” simplicity to get started with ease. Try it now.

Tamarac CRM

Founded back in 2000, Tamarac is a provider of portfolio management, reporting, and client portal software solutions for Registered Investment Advisors (RIAs) and wealth managers.

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2023 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox wins five G2 awards in spring 2023: Leader, Easiest to Use, Highest User Adoption, Best Results, and Easiest Setup.

Why advisors choose Wealthbox over Tamarac CRM

We’re frequently asked why financial planners are switching from Tamarac CRM to Wealthbox. Here are the top reasons.

Simple Setup

Low Switching Cost

Better Email Integration

Designed for Advisors

Comparable Features

Intuitive and Time-Saving

No Training Required

Friendly, Responsive Support

Better Collaboration

An Open API

Better Mobile Apps

Better Price

Try Wealthbox Free Get Demo

Wealthbox vs Tamarac CRM: What users are saying

We could talk more about the differences between Wealthbox and Tamarac CRM, but we’ll let the users speak for themselves. As you’ll see, Wealthbox is the winner.

Capterra Reviews

Ease of Use

4.8

4.5

Value for Money

4.8

4.5

G2 Reviews

Ease of use

9.4

7.0

Meets requirements

9.2

7.0

Capterra Reviews

Ease of Use

Value for Money

G2 Reviews

Ease of use

Meets requirements

4.8 stars

9.4 / 10

9.2 / 10

4.5 stars

7.0 / 10

All ratings are as of May 2023

Trusted by premier advisory firms

Keep your CRM data, import from Tamarac with ease.

When you switch to Wealthbox, we help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way.

Image of folders representing the easy data migration from Envestnet Tamarac CRM to Wealthbox

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Charesse Spiller

Fintech Consultant at Level Best

Upgrade from Tamarac CRM to Wealthbox

Start a free 30-day trial. See for yourself why so many advisors are switching to Wealthbox.

Try Wealthbox Free

Full access. No credit card required.

Book a Demo

Image of Amber, Head of Customer Migrations at Wealthbox

Wealthbox vs. Tamarac CRM

Explore the difference, and experience the difference. Wealthbox is the new, modern CRM for financial advisors with an amazing user experience. No training required. Compare the two now. Game on!

Wealthbox

Tamarac CRM

Wealthbox is the #1 rated CRM for financial advisors

Why advisors choose Wealthbox over Tamarac CRM

Wealthbox vs Tamarac CRM: What users are saying

Keep your CRM data, import from Tamarac with ease.

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Upgrade from Tamarac CRM to Wealthbox

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