Wealthbox Reviews

“Wealthbox nails the right set of features with a pleasing UX that can overcome the #1 obstacle in CRM: usage adoption.”

Jamie MacIntyre

“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

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

—Rachel Daniels, Avidian Wealth Solutions

“The support team at Wealthbox was super helpful in our CRM data migration, with friendly and fast service.”

—Susan Radziewicz, Trifound

“Decided to move our firm’s CRM from Redtail to Wealthbox, and I’m very impressed. The Wealthbox email sync is all that, and a bag of chips. The Wealthbox interface is really elegant like an iPhone. Very excited about Wealthbox CRM, it’s a game changer.”

—Eric Negron, Forefront Wealth Partners

“We moved over from Redtail to Wealthbox and have never looked back. We love all the integrations and ease of use.”

—Babette Switzer, Provident Wealth Advisors

“Wealthbox is a breath of fresh air! We used two different advisor CRMs before Wealthbox, but they were bloated, click-intensive, and clunky.”

—Katherine Vessenes, MD Financial Advisors

“Wealthbox is easy to use and light-years ahead of Redtail.”

—Jim McMullan, Integrated Wealth Strategies

“I worked at two big wirehouses and used Salesforce and Redtail, they don’t even come close to the simplicity and intuitiveness of Wealthbox.”

—Curtis Pritchard, Wexford Wealth Advisors

“Wealthbox’s activity stream on the dashboard is like a private social network for my remote team to easily communicate and collaborate. We love the Wealthbox interface, because it’s so intuitive and easy to use, and everyone stays in the loop on client activity.”

—Rianka Dorsainvil, Your Greatest Contribution

“Wealthbox is the CRM I’ve been waiting for. It’s so easy to use and powerful, and hits all the right notes for financial advisors. This is my 3rd CRM in 3 years, and I’ve finally found the right solution.”

—Greg Brown, Pathway Planning

Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently.”

—John Brueggeman, Viceroy Wealth Counsel

“I’ve used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It’s amazing.”

—Tom Boova, IFG Capital

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