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Wealthbox

wealthbox.com

Summary

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Wealthbox is a CRM platform designed for financial advisors, offering tools for contact management, task organization, workflow automation, and integrations with various financial services applications. It aims to simplify client relationship management and enhance productivity for advisory practices.

Features
0/15

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No common features found

Pricing
Subscription

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Basic

$59.00 per user

Core CRM
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Subtasks for Workflows
Send-To Actions
Customizable Workflow Actions
Workflow Form Builders
Projects
Reports – Automated
File Storage
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliance & Security
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Customer Support Help Desk
Live Help
Data Portability
Video Tutorial Library
CRM Migration Assistance
Knowledge Base Q&A
Integrated Email
Two-Way Email Sync
Two-Way Calendar Sync
Chrome Extension for Gmail
Bcc Email Forwarding

Opportunity Pipelines: 1
Teams: 3
Contact Roles: 3
File Storage: 2 GB
Workspaces: 1

Pro

$75.00 per user

Core CRM
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Subtasks for Workflows
Send-To Actions
Customizable Workflow Actions
Workflow Form Builders
Projects
Reports – Automated
File Storage
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliance & Security
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Customer Support Help Desk
Live Help
Data Portability
Video Tutorial Library
CRM Migration Assistance
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

Opportunity Pipelines: 3
Teams: 5
Contact Roles: 5
File Storage: 5 GB
Workspaces: 1

Premier

$99.00 per user

Core CRM
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Subtasks for Workflows
Send-To Actions
Customizable Workflow Actions
Workflow Form Builders
Projects
Reports – Automated
File Storage
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliance & Security
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Customer Support Help Desk
Live Help
Data Portability
Video Tutorial Library
CRM Migration Assistance
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
Reports – Dynamic/Customized
Charts & Graphs
Customizable Dashboards
Customizable Homepages
Customizable Role-Based Homepages

Opportunity Pipelines: 5
Teams: Unlimited
Contact Roles: Unlimited
File Storage: 10 GB
Workspaces: 5

Enterprise

Custom

Core CRM
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Subtasks for Workflows
Send-To Actions
Customizable Workflow Actions
Workflow Form Builders
Projects
Reports – Automated
File Storage
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliance & Security
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Customer Support Help Desk
Live Help
Data Portability
Video Tutorial Library
CRM Migration Assistance
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
Reports – Dynamic/Customized
Charts & Graphs
Customizable Dashboards
Customizable Homepages
Customizable Role-Based Homepages
AI for Reports
Report Calculations
Report Groupings
Workspace-wide 2-Factor Authentication Enforcement
SOC 2 Compliant
Admin Organization Settings
Admin Workspace Settings
Admin User Invites & Permissions
Admin User Analysis
Enterprise SSO
Enterprise Implementation Program
On-Premise Exchange Sync
VPN Support for Exchange Sync
SFTP Account Reports & Backups
Admin Export Restrictions
Email Controls
File Storage Controls
Organization-wide 2-Factor Authentication Enforcement
Priority Enterprise Support
Integration Permissions
Dedicated Account Manager

Opportunity Pipelines: Unlimited
Teams: Unlimited
Contact Roles: Unlimited
File Storage: 20 GB
Workspaces: Unlimited

Rationale

Wealthbox is a CRM platform for financial advisors, focusing on client management, workflows, and integrations with other financial tools. While it integrates with a 'Financial Media Exchange (FMeX)' which offers a content library, Wealthbox itself is not a content-driven personal finance education platform. It does not offer free, categorized articles, guides, or multimedia directly to end-users for financial literacy. The content library is for financial professionals to use in their client communications, not for public education. Therefore, none of the 'must-have' features for a personal finance education platform are present.