Wealthbox CRM Pricing | Simple Pricing

Simple Pricing

Choose a plan that suits your advisory practice. Let’s do this.

Basic

Core CRM Features

$35

per user / month
when billed annually

Premier

Advanced Features

$65

per user / month
when billed annually

Enterprise

Customizable, Multi-Workspace

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Enterprise pricing
options available

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What Advisors Say…

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”

Charlie Rocco, MONECO Advisors

“We love the Wealthbox interface, because it’s so intuitive and easy to use, and everyone stays in the loop on client activity.”

Compare All Features

Core CRM
CRM Workspaces
1
3
5
Unlimited
Workspace Account Switcher
Customizable Groups
Contact & Household Management
Contact Segmentation Tags
Wealthbox Mail
Task Management
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Opportunity Pipelines
1
5
10
Unlimited
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Publishing
Projects
Reports – Automated
Reports – Dynamic/Customized
File Storage
2 GB
5 GB
10 GB
20 GB
Custom Fields
Activity Stream
Coworker Notifications
Administrative Controls
Mobile App Companion
Partner App Integrations
API Access
Compliance & Security
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
SOC 2 Compliant
Support
Customer Support Help Desk
Live Help
Data Portability
CRM Migration Assistance
Video Tutorial Library
Knowledge Base Q&A
Integrated Email
Two-Way Email Sync
Two-Way Calendar Sync
Chrome Extension for Gmail
Bcc Email Forwarding
Broadcast Email
Email Templates and Themes
Email Open Tracking
Email Link Tracking
Enterprise
Enterprise SSO
Add-on
Enterprise Implementation Program
On-Premise Exchange Sync
VPN Support for Exchange Sync
SFTP Account Reports & Backups
Priority Enterprise Support
Dedicated Account Manager

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