Wealthbox
What is Wealthbox?
Wealthbox is a cloud-based CRM built for financial advisors, RIAs, broker-dealers, and other wealth management teams. It combines contact management, a two-way email sync, task management, activity streams, and workflow automation in a single collaborative workspace, and integrates with more than 150 custodial and wealthtech platforms.
Plans range from Basic to Premier, each adding more contact roles, teams, opportunity pipelines, and file storage, with a custom Enterprise tier for larger firms. An AI Notetaker add-on summarizes client meetings and captures follow-ups. Wealthbox offers a 14 day free trial and is developed by Starburst Labs, based in New York City.
Key Features of Wealthbox
Here are the powerful features that make Wealthbox stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Contact management with full interaction history
- Wealthbox Mail two-way email sync
- Task management linked to contacts, accounts, and opportunities
- Real-time team activity streams
- Workflow automation with templates
- AI Notetaker for meeting prep, summaries, and follow-ups
- Customizable CRM reporting and charts
- 150+ integrations with custodians and wealthtech apps
- Mobile apps for iOS and Android
- Multi-layered security with 256-bit SSL encryption and MFA
Wealthbox Pricing
Here are the pricing plans for Wealthbox. Choose the plan that best fits your requirements and budget.
Basic
$59/user/month
3 contact roles, 3 teams, 1 pipeline, 2GB storage (annual rate $35/user/month)
Starter CRM functionality
Pro
$75/user/month
5 contact roles, 5 teams, 3 pipelines, 5GB storage (annual rate $49/user/month)
Core CRM features
Premier
$99/user/month
Unlimited contact roles and teams, 5 pipelines, 10GB storage, 5 workspaces (annual rate $65/user/month)
Advanced features for power users
Enterprise
Custom
Multi-workspace
Customizable solution for larger firms, contact sales for options
AI Notetaker add-on
$49/user/month
Introductory rate, add-on to any plan
AI meeting prep, conversation summaries, and follow-up capture
Wealthbox Specifications
Get a closer look at the technical specifications and system requirements for Wealthbox. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- freelancers
- smes
- enterprises
- live support
- training
- tickets
Wealthbox Videos
Wealthbox Screenshots
Alternatives of Wealthbox
AlternativesExplore alternative software options that can fulfill similar requirements as Wealthbox. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
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Wealthbox Comparisons
Compare Wealthbox with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Wealthbox Reviews
Here's our unbiased review of Wealthbox. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.