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Wealthbox
wealthbox.comSummary
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.
Feature Matches0/15
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No common features found
PricingSubscription
See allSubscription
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.
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