About Wealthbox
Wealthbox is a customer relationship management (CRM) software from Starburst Labs designed specifically for financial advisors. It provides task management, contact management, and project tracking so financial professionals can better manage their client relationships. Wealthbox supports integration with various tools like email and calendar applications, facilitating communication and organization within a single platform. Additionally, it offers features like workflow automation to simplify repetitive tasks and document storage for easy access to client files. Key capabilities: task management contact management project tracking workflow automation document storage Best for: financial advisors that need an organized system to manage client interactions and workflows.
Wealthbox CRM offers a clean, modern, finance‑industry‑centric customer‑relationship management platform tailored for financial advisors and wealth‑management teams, and it stands out for its intuitive interface, ease of onboarding, and strong user adoption. It provides core functionalities such as contact & household management, email integration (two‑way syncing with your inbox), opportunity/pipeline management via a drag‑and‑drop kanban board, task and workflow automation, meeting preparation and follow‑up, customizable dashboards with charts/graphs, and mobile access so advisors can stay connected on the go. The ecosystem of integrations is also a strong point: the platform connects with custodial systems, financial‑planning tools, document‑storage services, and many more, making it easier for advisory firms to consolidate disparate tools into one workspace. Many user reviews highlight that the data migration is smoother than many other CRMs, and that team members adopt it more readily because the UI is less clunky than legacy systems. On the flip side, there are some trade‑offs: reporting capabilities—while improved—still do not match the most advanced analytics engines in the market, some users mention the workflow automation could be deeper and more flexible (e.g.
Pros & Cons
- Specifically designed for financial advisors and wealth-management firms, aligning with advisor workflows.
- User-friendly interface with a relatively low learning curve for teams.
- Strong automation and workflow tools that reduce repetitive tasks and improve efficiency.
- Rich integration ecosystem, enabling connection with other advisor tools (email, custodians, planning tools).
- Pricing can be higher compared to simpler or generic CRMs; advanced features may require higher tiers.
- Deep integrations or highly customized workflows may require additional configuration or vendor support.
- Smaller firms with minimal needs might find some features excessive or under-used.
- Short trial and migration period may be limiting compared to some competing CRMs.
Features
Key features
Stores full client details, emails, notes, and files in one place with tagging and custom fields.
Integrates inbox and calendar so communications can be sent, tracked, and managed directly from the CRM.
Visual pipelines, configurable workflows, templates, and task automation to navigate client and prospect processes.
Custom report engine, visual charts, and dashboards to track firm KPIs and client activity metrics.
Accessible via browser and mobile app, enabling advisors to work on-the-go.
Additional features
Manage who can view or edit contact records, tasks, and opportunities using role-based settings.
Team streams with updates, comments, and notifications to keep collaborators aligned.
Create and drag-and-drop custom fields for contacts; use tags and filters for segmentation and search.
Store and link files to records with universal access across the team and a centralized client-history view.
Includes form builders, suggested actions, automated workflows, and integrations to reduce manual work.
Works with custodial, financial planning, scheduling, email, and task tools; supports API access.
Drag-and-drop pipelines for prospects and clients, stages, tasks, and tracking.
Fully cloud-based, accessible from mobile devices and desktops; supports remote teams.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Wealthbox
Dialog
Dialog is a communication software from DMA Mauritius that supports collaborative interactions. It includes messaging,…
Affinity
Affinity is a relationship management platform from Affinity that supports business development and networking efforts.…
InvestNext
InvestNext is a crowdfunding software platform from InvestNext that facilitates real estate investments. It provides…
Union.digital
Union.digital is a digital financial services platform from Union Financial Technologies that supports banking, lending,…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About Wealthbox
Wealthbox is a customer relationship management (CRM) software from Starburst Labs designed specifically for financial advisors. It provides task management, contact management, and project tracking so financial professionals can better manage their client relationships. Wealthbox supports integration with various tools like email and calendar applications, facilitating communication and organization within a single platform. Additionally, it offers features like workflow automation to simplify repetitive tasks and document storage for easy access to client files. Key capabilities: task management contact management project tracking workflow automation document storage Best for: financial advisors that need an organized system to manage client interactions and workflows.
Wealthbox Details
Wealthbox's In-App Market Place
Does Wealthbox have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), INR (₹), CHF (Fr), CNY (¥), HKD (HK$), MXN (Mex$), SGD (S$), KRW (₩), BRL (R$), RUB (₽), ZAR (R), NZD (NZ$), SEK (kr), AED (د.إ), NOK (kr), DKK (kr), PHP (₱), TRY (₺), PLN (zł), SAR (﷼), ID (Rp), MYR (RM), THB (฿), HUF (Ft), CZK (Kč), ILS (₪), CLP (CLP$), AOA (Kz), KES (KSh), QAR (﷼), COP (COL$), VND (₫)
Pros & Cons
- Specifically designed for financial advisors and wealth-management firms, aligning with advisor workflows.
- User-friendly interface with a relatively low learning curve for teams.
- Strong automation and workflow tools that reduce repetitive tasks and improve efficiency.
- Rich integration ecosystem, enabling connection with other advisor tools (email, custodians, planning tools).
- Pricing can be higher compared to simpler or generic CRMs; advanced features may require higher tiers.
- Deep integrations or highly customized workflows may require additional configuration or vendor support.
- Smaller firms with minimal needs might find some features excessive or under-used.
- Short trial and migration period may be limiting compared to some competing CRMs.
Wealthbox's Support Options
Wealthbox's Alternatives
Dialog
Dialog is a communication software from DMA Mauritius that supports collaborative interactions. It includes messaging,…
Affinity
Affinity is a relationship management platform from Affinity that supports business development and networking efforts.…
InvestNext
InvestNext is a crowdfunding software platform from InvestNext that facilitates real estate investments. It provides…
Union.digital
Union.digital is a digital financial services platform from Union Financial Technologies that supports banking, lending,…
