Compare CRMs

Wealthbox vs.
Salesforce CRM

Clunky? Bloated? Insanely expensive? Don’t let Salesforce CRM hold you back. Wealthbox is the new, modern CRM for financial advisors with an amazing user experience.
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Trusted by premier advisory firms

Trusted by leading financial firms

Why advisors choose Wealthbox over Salesforce CRM

We’re frequently asked why firms are switching from Salesforce 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
Rachel Daniels

“After switching from Salesforce to Wealthbox, we got 100% CRM adoption among our advisors.”

Rachel Daniels, Chief Operating Officer, Avidian Wealth Solutions

$5.6B AUM
70+ Users on Wealthbox
100% User Adoption

Why firms switch

The case for leaving Salesforce.

Simple setup

Wealthbox is easier to onboard users than Salesforce.

Unlike Salesforce, Wealthbox simply works out of the box. There’s no complex setup, no consultant, no salaried administrator, no hassle. Wealthbox provides sign-up-and-go simplicity, while offering full-featured, powerful CRM.
Low switching cost

Data file migration from Salesforce to Wealthbox is easy.

The Wealthbox team offers secure and speedy data migration services when importing CRM data from Salesforce to Wealthbox. It’s actually a breeze and new customers to Wealthbox are often surprised how painless and quick it is to do with the help of our friendly specialists.
Comparable features

Similar functionality, yet Wealthbox’s features are tailored for advisors.

What’s great about Salesforce is that it does everything. What’s horrible about Salesforce is that it does everything – and you’re going to spend lots of time and money trying to set it up and figure it out. And in the end it might not work, as low user adoption sets in from the complexity and fatigue of the CRM struggle. With Wealthbox, advisors experience a well-designed, intuitive CRM product with amazing features tailored for financial advisors.
Intuitive and time-saving

The user experience of Wealthbox is superior to Salesforce.

The team at Wealthbox has deep experience in CRM software design, and it shows in our product. For example: One of the most frequent actions in a CRM is for an advisor to “add a note to a contact record.” In the Salesforce interface, it requires 7 clicks to add a note; in Wealthbox it takes only 2 clicks. When a team of advisors enters thousands of notes into a CRM over the course of a year, this efficient action in Wealthbox, like so many other user flows, saves advisors time.
Better collaboration

Firms work more efficiently in Wealthbox than Salesforce.

The activity stream in Wealthbox, which is like a private social network for a firm, allows coworkers to monitor and comment on various CRM updates and notify other users of special activity involving contacts, tasks, workflows, and events. The social, collaborative design throughout Wealthbox makes it better than Salesforce to communicate with coworkers to run an advisory practice.
Better CRM + email integration

Wealthbox Mail outshines Salesforce’s bolt-on approach.

Wealthbox Mail is a complete email experience for financial advisors. Purpose-built for the way advisors work, it combines client relationship management with a familiar and powerful inbox, embedded in Wealthbox. Unique CRM-to-email actions help advisors become super productive. Simply put, Wealthbox has a much better user experience in the fusion of CRM and email than Salesforce.
Customizations

Wealthbox offers customizations specifically for advisors.

Salesforce pushes customization requests to external Salesforce consulting firms. That’s time and expense. Wealthbox utilizes our in-house customer success team to help you create custom configurations needed for your firm – at no cost.
No training required

Salesforce requires training, Wealthbox does not.

There’s an entire industry of training products and services built around Salesforce. We call it the CRM Industrial Complex. And indeed, it’s all built around Salesforce CRM complexity. If you’re going to implement Salesforce, you’ll often spend time and money for paid training programs. With Wealthbox, it’s sign up and go simplicity. No training required!
An open API

Wealthbox’s API is made for advisory firms.

The Salesforce API is incredibly complex with thousands of endpoints, many different authentication methods, confusing documentation, and difficult to understand based on a given Salesforce version. Wealthbox’s API – designed for the advisory business – is simple for developers to integrate with their applications. It’s a fully documented RESTful API that allows deep integrations to the most essential components within Wealthbox.
A Better mobile app

Wealthbox’s mobile app is superior to Salesforce’s.

The Wealthbox Mobile app provides you with the tools you’ll need to run an advisory business on-the-go. Wealthbox includes full-featured mobile apps across iOS and Android meaning that you have all the features you know and love from the web app, designed with a simple and easy-to-navigate mobile interface. Salesforce, in contrast, in trying to be all things to all types of business people, has a much more complex experience in their mobile app.
Friendly, responsive support

Wealthbox has better customer support than Salesforce.

From the initial onboarding process to ongoing support, team Wealthbox is with you every step of the way. Our assigned specialists get to know our customers in a way that a massive firm like Salesforce, serving all different types of industries, simply can’t do. Our advisor customers get individual attention from our support team, who understand the advisory business and solve issues when you need help.
Better price

Wealthbox is less expensive than Salesforce.

Beyond the less expensive Wealthbox plan pricing, there are many other costs associated with Salesforce that aren’t readily apparent, making Wealthbox much less expensive.

Why advisors stay

More included, out of the box

150+ native integrations

Schwab, Fidelity, Pershing, MoneyGuide, eMoney, Orion, and 150+ more connect natively. No AppExchange add-ons required.

AI Notetaker built-in

Joins your Zoom and Teams meetings, writes the summary, and creates tasks and a follow-up draft, all linked to the contact record automatically.

Support when you need it

Best-in-class support on every plan, with live screenshares to help. Access to a fully searchable how-to video library and robust knowledge base are also included.
G2 User Reviews

Wealthbox vs. Salesforce

nWe could talk more about the differences between Wealthbox and Salesforce CRM, but we’ll let the users speak for themselves. As you’ll see, Wealthbox is the winner.
Ease of Use
Wealthbox
9.4
Salesforce FSC
8.0
Ease of Setup
Wealthbox
8.9
Salesforce FSC
7.8
Ease of Admin
Wealthbox
9.5
Salesforce FSC
8.0
Meets Requirements
Wealthbox
9.1
Salesforce FSC
8.6
Quality of Support
Wealthbox
8.8
Salesforce FSC
8.4
Source: G2 Reviews as of July 2026
An honest verdict

Which CRM is right for your firm?

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

Salesforce makes sense if…

  • You're prepared to navigate marketplaces and middleware to extend its capabilities
  • You have a dedicated Salesforce admin and budget for ongoing development and consultants
  • CRM is one module in a broader Salesforce ecosystem investment you've already made
If that’s your firm, Salesforce is a credible choice, just go in clear-eyed about total cost and time-to-value.
Choose

Wealthbox makes sense if…

  • You're an advisory firm, solo practice to enterprise, that wants advisor-native workflows out of the box
  • You want your whole team productive in days, without consultants or classroom training
  • You need custodian and wealthtech integrations that work natively, not through middleware
  • You want flat, transparent pricing with support, migration, and AI included
Most advisory firms that evaluate both choose Wealthbox, usually for adoption and speed.
Switch from Salesforce

Migration is simpler
than you think

The #1 reason advisory firms stay on Salesforce isn’t that they love it, it’s that switching feels daunting. 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 Salesforce data.
  2. Step 2

    Your team onboards

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

    You're live

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

Switching from Salesforce, answered

Yes. A dedicated migration specialist maps and imports your contacts, households, notes, tasks, activity history, and files from Salesforce.
Most firms are fully live within two to three weeks, including data migration and team onboarding.
Almost always, and usually by a wide margin, especially when factoring in the ongoing administration and consulting costs that Salesforce typically requires.
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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