🏷️ About: Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.
I’ve been using Wealth Fox for nearly 10 years. The amount that they spend updating things is disappointing. Wealthbox probably hasn’t been updated in three years. It’s outdated and needs a overhaul.
What can I say, the phone app is horrible. I like the program on the computer, but the phone app is completely lame. You can’t even check a client’s DOB.
This is terrible crm
Literally almost anything is better. Just a collection of napkins would work better than this
I do not know where they get these high ratings for this app. Support is responsive. Email only. But they rarely understand the problem.
No customization of bottom tabs.
Multiple clicks to see contact info.
Multiple clicks to add a task.
Multiple clicks to see recent activity.
Not everyone uses every function. Let us customize it.
I checked out Capsule (they are a new CRM )that’s pretty basic but they’re interface and layout is fantastic. this app is much richer and robust but the layout is not as intuitive and I can’t even find settings to increase something as basic as the font size. On Wealthbox , it is so tiny you can barely read it. With a few minor tweaks, I think it could be one of the best out there.
Started out great but now works inconsistently. I never know if it will be up and available, or not.
Lots of potential, it needs polish. The dashboard screen reloads too often, and and also very often Wealthbox takes forever to login when opened even requiring multiple attempts to force quit Wealthbox and reopen it.
Someone else mentioned that it feels like not much money is being added to Wealthbox . I would say the same about the program (other than adding more integrations). I like it (better than most other CRM programs I’ve tried) but it could be so dynamite with a few changes and updates. Wealthbox is fine but very glitchy. Many times when I open it from my phone (iPhone 12 max) it won’t load. Just shows a blue screen. I completely get out and go back in and the same thing happens. I have to wait like an hour and try again. Very frustrating when I want to update my calendar…
Been having trouble for several weeks with this app saying I am already logged in, but when I search, the Face ID will sometimes open to log me in. Other times it just sits there as a blank screen and I have to force close Wealthbox and reopen it to work.
Now with the iOS 15.0.1 update, this app won’t open. It sits at a blank screen. I have force closed Wealthbox many times and it sits as a blank screen. Going to have to contact support tomorrow to figure this out.
My team and I love this app. We are a small advisory firm (3 advisors, 3 support) and find the overall structure highly intuitive and easy to use. It is the center of our workdays now. We use workflows and tasks for nearly everything we do.
There is one piece that is annoying for us, and they have indicated they can’t easily fix this. The software is organized under individuals contacts, not households, and this produces dozens of small-medium things that don’t work how we want them to. We have little workarounds, but if I were starting from scratch with a CRM software for advisors (like they did), I would definitely make the household the core organizing foundation.
Need to fix the dialing interface
Excellent design. Better than Redtail and light years ahead of Salesforce. Support a bit uppity about requests of some accessibility items.
WBX defend your brand! Several apps using versions/colors of your logo and the this app name.
So happy we switched from Redtail!
Finally! This is an excellent app update for a great CRM!!
Would be great if they could get this working
Super user friendly!
Beautiful platform with all the features and functions to run a small or large firm.
this app has completely changed my perspective on CRM systems. I highly recommend this platform to any financial advisor looking for integrative tools and ease of use!
Really appreciate the flexibility and ease of use. We have a new hire joining and I know that he’ll be able to get up to speed very quickly.
Love this CRM!
Yes. Wealthbox is quiet safe to use but use with caution. This is based on our NLP (Natural language processing) analysis of over 1,136 User Reviews sourced from the Appstore and the appstore cumulative rating of 4.8/5 . Justuseapp Safety Score for Wealthbox Is 32.0/100.
Yes. Wealthbox is legit, but not 100% legit to us. This conclusion was arrived at by running over 1,136 Wealthbox User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for Wealthbox Is 87/100..
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Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.
Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors.
