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Wealthbox vs. Microsoft Dynamics

Don’t let Microsoft Dynamics hold you back. Wealthbox gives financial advisors a modern, intuitive experience, built-in AI, and native integrations.
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Trusted by premier advisory firms

Trusted by leading financial firms

Why advisors choose Wealthbox over Microsoft Dynamics

We are frequently asked why firms switch from Microsoft Dynamics to Wealthbox. Here are the top reasons.

  • Modern Interface
  • Built-in AI Notetaker
  • Native Integrations
  • Easy Migration
  • Better Mobile Apps
  • Collaborative Activity Stream
  • Intuitive Workflows
  • Responsive Support
  • No Consultants Required
  • Powerful Email Integration
  • Transparent Pricing
  • Faster Onboarding
G2 User Reviews

Wealthbox vs. Microsoft Dynamics

The numbers tell the story better than we can. Here is how advisors rate the two platforms on G2.
Microsoft Dynamics
Ease of Use
Wealthbox
9.4
Microsoft Dynamics
7.5
Ease of Setup
Wealthbox
8.9
Microsoft Dynamics
7.2
Ease of Admin
Wealthbox
9.5
Microsoft Dynamics
7.6
Meets Requirements
Wealthbox
9.1
Microsoft Dynamics
8.1
Quality of Support
Wealthbox
8.8
Microsoft Dynamics
7.5
Source: G2 Reviews as of July 2026
Switching is Easy

Keep your CRM data, import
from Microsoft Dynamics with ease.

The top reason advisory firms stay on Microsoft Dynamics is that switching feels daunting. In practice, most Wealthbox customers are fully migrated in two to three weeks.
  1. Step 1

    Your data moves

    A dedicated migration specialist handles the mapping and import of your CRM data.
  2. Step 2

    Your team onboards

    Onboarding takes a few hours, not a course. No consultants and no classroom training.
  3. Step 3

    You're live

    Full contact history, notes, and workflows intact, with a support team that’s ready to help.

An honest verdict

Which CRM is right for your firm?

No CRM wins every situation, including ours. Here is our take on where each platform fits, so you can decide with confidence.

Choose

Microsoft Dynamics makes sense if…

  • You have a dedicated admin and budget for customization and implementation partners
  • CRM is one part of a broader Microsoft ecosystem investment you have already made
  • You want a complex enterprise platform and have the resources to run it
If that describes your firm, Microsoft Dynamics is a reasonable choice. Just weigh the day-to-day experience and what it takes to maintain.
Choose

Wealthbox makes sense if…

  • You want an advisor-native CRM with a modern interface out of the box
  • You want built-in AI, native integrations, and strong mobile apps without add-ons
  • You want best-in-class support and migration resources
Most advisory firms that evaluate both choose Wealthbox, usually for the experience and adoption.

TESTIMONIALS

Don’t just take our word for it.

Wealthbox has the highest user adoption rating of any financial advisor CRM. Here’s why advisors stay and firms scale with us.

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”
Catherine Chaney Bowman Chief Marketing Officer DMK Advisor Group
“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”
Scott Marek, CFP® Co-Founder, Senior Wealth Advisor
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple yet powerful and helps us operate with efficiency.”
Charlie Rocco Managing Partner & CEO
See more customer stories

Switching from Microsoft Dynamics, answered

Yes. A dedicated migration specialist maps and imports your contacts, notes, tasks, activity history, and files from Microsoft Dynamics.
Most firms are fully live within two to three weeks, including data migration and team onboarding. Larger multi-office firms may choose to phase the rollout.
Most advisors feel at home quickly because Wealthbox is designed to be intuitive. Onboarding takes a few hours, and our team is on hand to help your firm get comfortable, without a formal training project.
Yes. Broker-dealers, RIA aggregators, and multi-office enterprises run on Wealthbox with enterprise controls like single sign-on, admin roles, and compliance audit logs.
Wealthbox connects natively with 150+ custodian and wealthtech platforms, so most of your stack reconnects without middleware.
Yes. Start your Wealthbox experience with a 14-day free trial with full access and no credit card required.

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