Wealthbox vs. SmartOffice
Clunky? Bloated? Hard to use? Don’t let SmartOffice hold you back. 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 needed.
Wealthbox
Wealthbox provides an intuitive, modern CRM workspace for advisors to collaborate with coworkers and manage client relationships – with ease. Try it now.
SmartOffice
SmartOffice CRM dates back to the early 2000s, when Ebix acquired a company called AgencySmart, which offered a CRM solution for insurance agents.
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.
Why advisors choose Wealthbox over SmartOffice CRM
We’re frequently asked why financial planners are switching from SmartOffice 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
Wealthbox vs SmartOffice: What users are saying
We could talk more about the differences between Wealthbox and SmartOffice CRM, but we’ll let the users speak for themselves. As you’ll see, Wealthbox is the winner.
Capterra Reviews
Ease of Use
Customer Service
Features
Value for Money
G2 Reviews
Ease of use
Ease of setup
Ease of admin
Quality of support
Product direction
Meets requirements
Capterra Reviews
Ease of Use
Customer Service
Features
Value for Money
G2 Reviews
Ease of use
Ease of setup
Ease of admin
Quality of support
Product direction
Meets requirements
All ratings are as of May 2023
Trusted by premier advisory firms
Keep your CRM data, import from SmartOffice 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.
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 SmartOffice CRM to Wealthbox
Start a free 14-day trial. See for yourself why so many advisors are switching to Wealthbox.
Full access. No credit card needed.
