---
description: If you're in a hunt for the best solution for your business, learn what Wealthbox CRM has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Wealthbox CRM Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Wealthbox CRM](/software/2057636/wealthbox)

# Wealthbox CRM

Canonical: https://www.getapp.sg/software/2057636/wealthbox

Page: 1 / 7\
Next: [Next page](https://www.getapp.sg/software/2057636/wealthbox?page=2)

> Cloud-based CRM for financial advisors centralizing client records, workflow automation, contact management, and team collaboration.
> 
> Verdict: Rated **4.7/5** by 146 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of Wealthbox CRM

\* Consolidates client records, tasks, pipeline, email, and meeting management in one hub, reducing context-switching across multiple tools.
\* Two-way email sync with Gmail and Outlook keeps full communication history attached to client records without manual logging.
\* Automated workflows standardize onboarding, service requests, and recurring processes, reducing dropped tasks across advisor teams.
\* AI Notetaker joins Zoom and Teams meetings, transcribes conversations, generates structured summaries, suggests action items, and drafts follow-up emails, all saved natively to the client record, eliminating manual note-taking.
\* AI Assistant monitors client activity and surfaces recommended follow-up actions, with advisor confirmation required before any CRM changes are written.
\* AI Meeting Prep aggregates recent client notes, tasks, meetings, relationships, and financial data into a pre-meeting summary, reducing manual preparation time.
\* AI-generated reporting (Premier and Enterprise plans) produces detailed CRM reports from natural-language prompts, with support for custom parameters, data points, and charts.
\* Opportunity pipeline tracking with a drag-and-drop interface gives advisors a clear view of revenue opportunities across the practice.
\* Complete, searchable audit trails and activity logs support compliance requirements without additional administrative overhead.
\* SOC 2 Type II certification, 256-bit encryption, two-factor authentication, role-based permissions, and SSO provide a layered security posture for regulated financial firms.
\* 150+ native integrations with custodial platforms, portfolio management, financial planning, compliance, and marketing tools, including Schwab, Fidelity, Pershing, MoneyGuide, eMoney, and Orion, connect to existing advisor tech stacks.
\* Broadcast email with open rate and click tracking supports client communication campaigns directly from the CRM.
\* Mobile app for iOS and Android, fully synced with the web account, provides access to client data and tasks in the field.
\* Custom fields, custom objects, and workflow templates allow configuration to match firm-specific processes without custom development.
\* Assisted data migration from an existing CRM is included, reducing switching costs and setup friction.
\* Plans start at $59 per user per month with a 14-day free trial and no credit card required, lowering the barrier to evaluation.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 146 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Wealthbox

## Commercial Context

- **Starting Price**: US$59.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing

## Integrations (5 total)

- Intuit Mailchimp Email Marketing
- Microsoft Bookings
- Microsoft Outlook
- MyRepChat
- eMoney Advisor

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Financial CRM Software](https://www.getapp.sg/directory/1265/financial-crm/software)

## Alternatives

1. [Zoho CRM](https://www.getapp.sg/software/9908/zoho-crm) — 4.3/5 (7002 reviews)
2. [HubSpot CRM](https://www.getapp.sg/software/102533/hubspot-crm) — 4.5/5 (4491 reviews)
3. [Redtail CRM](https://www.getapp.sg/software/114375/redtail-crm) — 4.1/5 (85 reviews)
4. [Maximizer CRM](https://www.getapp.sg/software/20482/maximizer-crm) — 4.1/5 (366 reviews)
5. [eWay-CRM](https://www.getapp.sg/software/106997/eway-crm) — 4.5/5 (827 reviews)

## Reviews

### "Better Than Expected" — 5.0/5

> **Verified Reviewer** | *2 September 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Microsoft 365 email and calendar integration.
Email tracking when sent from Wealthbox.
Orion Integration
Charles Schwab Integration
iOS App (compared to Redtail)
Email templates
Notes templates
Can associate an email regarding a client record if it is not to/from a client.
Email associated users without the need of hosting another domain and all the setup.
Born in the cloud software.  Unlike their main competitor, Redtail, Wealthbox is designed from the beginning with integrations and APIs.
> 
> **Cons**: Cannot do boolean searches
Cannot search the entire database
No phone support
It costs more than Redtail
It does not calculate AUM.
Email formatting in Wealthbox is very limited. 
Email inbox cannot sync folders.
Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.
> 
> Wealthbox definitely has room for improvement in the area of searching and email management. Still, it is easier to use and, in general, is more capable than its main competitor, Redtail.  I also like how most of their integrations are better than Redtail.  I believe that Wealthbox will only get better over time as they've always been cloud-based and don't carry around legacy on-premises code.

-----

### "Excellent CRM Platform for a Growing RIA" — 4.0/5

> **Sally** | *3 September 2021* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Wealthbox is extremely user-friendly and it's easy to use. The ability to link future tasks to client accounts is the most useful tool in my opinion.
> 
> **Cons**: The task list needs some improvement. I wish that it had features similar to Monday.com so that the team can easily know what everyone is working on, what we are stuck on etc. They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we aren't interested in using.
> 
> Wealthbox has given our firm organization with client management. The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals. We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney.

-----

### "CRM" — 3.0/5

> **Sarah** | *25 November 2019* | Financial Services | Recommendation rating: 7.0/10
> 
> **Pros**: Wealthbox is extremely sleek and clean looking. The calendar is simple and user friendly. I love being able to use the @ from my home page to input data into any client without being in that screen.
> 
> **Cons**: Mailmerge fields are limited, as are integrations with the other platforms we use. I am not a fan of the support being only through a help request, and not having a number to call to speak with someone. Many of the "upgrades" they make are only partially done that then need updates and fixes to improve and complete the intended use.
> 
> Wealthbox has been fairly consistent and easy to use, however we feel as thought we took 3 steps back from the CRM we previously used.

-----

### "The Best CRM Available" — 5.0/5

> **Andy** | *2 September 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: WB helps me manage every aspect of my business relating to clients. It's so simple to use. I absolutely love the integrations that are available. The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week\!
> 
> **Cons**: I can't think of hardly anything I don't like. I think the only negative is that I'd like it to be much simpler for me to notify staff of an update in WB. Right now, I have to put in my notes, click notify, and then scroll through my staff to find who to notify.
> 
> From day 1 when we started the free trial, it's been outstanding\! Email support is fast and always helpful. I've used two other CRMs and WB is far superior to both of them.

-----

### "Field Tested" — 4.0/5

> **Jack** | *2 September 2021* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Wealthbox is extremely easy to implement right out of the box. Customization is relatively simple. For most solo practitioners or small team, Wealthbox is really all you need.
> 
> **Cons**: Support is good but, slow. No user groups to bounce ideas and experiences off. No pre-made templates, which could be useful for customization.
> 
> I can describe my overall experience like this. I was a user of Redtail for almost two decades. I switched to Wealthbox when I went independent. I wish I had switched to Wealthbox 19-years earlier.

-----

Page: 1 / 7\
Next: [Next page](https://www.getapp.sg/software/2057636/wealthbox?page=2)

## Links

- [View on GetApp](https://www.getapp.sg/software/2057636/wealthbox)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/wealthbox/> |
| en-AE | <https://www.getapp.ae/software/2057636/wealthbox> |
| en-AU | <https://www.getapp.com.au/software/2057636/wealthbox> |
| en-CA | <https://www.getapp.ca/software/2057636/wealthbox> |
| en-GB | <https://www.getapp.co.uk/software/2057636/wealthbox> |
| en-IE | <https://www.getapp.ie/software/2057636/wealthbox> |
| en-NZ | <https://www.getapp.co.nz/software/2057636/wealthbox> |
| en-SG | <https://www.getapp.sg/software/2057636/wealthbox> |
| en-ZA | <https://www.getapp.za.com/software/2057636/wealthbox> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp Singapore has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.sg","url":"https://www.getapp.sg/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.sg/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Wealthbox CRM","description":"Wealthbox CRM is a cloud-based CRM workspace built for financial advisors and wealth management firms of all sizes, from independent RIAs to enterprise broker-dealers, banks, credit unions, trust companies, and family offices. The platform centralizes client and household records, full communication history, financial data, relationship tracking, opportunity pipeline management, automated workflows, and meeting management in a single environment. Two-way email sync with Gmail and Outlook, broadcast email with open and click tracking, shared meeting agendas, and collaborative notes keep advisor teams coordinated without switching between tools. A mobile app for iOS and Android stays fully synced with the web account for access in the field.\n\nWealthbox CRM includes a native AI layer across several functions. The AI Notetaker joins Zoom and Teams meetings, transcribes conversations, generates structured summaries, suggests action items, and drafts follow-up emails, all saved directly to the client record. The AI Assistant monitors client activity, drafts follow-up communications, and surfaces recommended actions, requiring advisor confirmation before any CRM changes are written. AI Meeting Prep aggregates recent notes, tasks, meetings, relationships, and financial data into a pre-meeting summary. AI-generated reporting, available on Premier and Enterprise plans, produces detailed CRM reports from natural-language prompts with support for custom parameters, data points, and charts. Early-access AI agents and playbooks add a further layer of guided next-step recommendations across the practice.\n\nThe platform supports compliance requirements through complete activity logs, searchable audit trails, SOC 2 Type II certification, 256-bit encryption, two-factor authentication, role-based permissions, SSO, and an Open API. Over 150 native integrations connect to custodial platforms, portfolio management, financial planning, compliance, and marketing tools, including Schwab, Fidelity, Pershing, MoneyGuide, eMoney, and Orion. Customizable dashboards, custom fields, custom objects, and workflow templates allow configuration to match firm-specific processes. Assisted data migration from an existing CRM is included. Plans start at $59 per user per month with a 14-day free trial and no credit card required.","image":"https://images.g2crowd.com/display-layer-screenshots/58410/42a9777119afaad76288b1088108650245bbe33e7c990184f914c5421877aaa7.png","url":"https://www.getapp.sg/software/2057636/wealthbox","@id":"https://www.getapp.sg/software/2057636/wealthbox#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.sg/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":146,"ratingValue":4.7},"offers":{"price":"59","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@id":"https://www.getapp.sg/software/2057636/wealthbox#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/1265/financial-crm/software","@type":"ListItem"},{"name":"Wealthbox CRM","position":3,"item":"/software/2057636/wealthbox","@type":"ListItem"}]}]}
</script>