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!

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Wealthbox Logo Square White

Wealthbox

Wealthbox provides an intuitive, modern CRM workspace for advisors to collaborate with coworkers and manage client relationships – with ease. Try it now.

SmartOffice CRM Logo Square

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.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024

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.

Wealthbox Logo White
SmartOffice CRM Logo

Capterra Reviews

Ease of Use

4.8
3.5

Customer Service

4.6
3.8

Features

4.4
3.5

Value for Money

4.8
3.7

G2 Reviews

Ease of use

9.4
7.4

Ease of setup

9.3
7.8

Ease of admin

9.6
8.7

Quality of support

9.0
7.3

Product direction

8.8
6.5

Meets requirements

9.2
8.0

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

Wealthbox Logo White
4.8 stars
4.6 stars
4.4 stars
4.8 stars
9.4 / 10
9.3 / 10
9.6 / 10
9.0 / 10
8.8 / 10
9.2 / 10
SmartOffice CRM Logo
3.5 stars
3.8 stars
3.5 stars
3.7 stars
7.4 / 10
7.8 / 10
8.7 / 10
7.3 / 10
6.5 / 10
8.0 / 10

All ratings are as of May 2023

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.

Image of folders representing the easy data migration from SmartOffice 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.”

Image of Catherine Chaney Bowman of DMK Advisor Group

Catherine Chaney Bowman

DMK Advisor Group

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

Image of Charesse Spiller Fintech Consultant at Level Best

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.

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Image of Amber, Head of Customer Migrations at Wealthbox