Автор: For the price, Wealthbox is a well-designed, full-featured, intuitive CRM, making it the best choice for small firms and independent advisors.
Since its founding in 2014, Wealthbox has made tremendous headway in the financial advisor space, capturing the second-largest market share among advisor-specific CRM software. Its popularity can be attributed to its quick startup and easy-to-use platform, offering advisors the power of a high-end CRM with hassle-free operation. That, together with several key features, makes Wealthbox our choice for the best CRM for small firms and independent advisors.
Its platforms offer everything advisors need in a CRM, including contact, task, and pipeline management, project management, and workflow automation. The key feature of Wealthbox is the activity stream, allowing users to collaborate as a team as they move through workflows.
For $45 monthly per user (with annual billing, $49 without), the Basic platform offers everything a startup financial advisor needs in a CRM to manage one workspace and one pipeline, including customized reports and 2GB of file storage.
The Pro plan adds five pipelines to manage, along with email tracking tools, for $59 monthly per user (with annual billing, $65 without). The Pro level also increases storage capacity to 5 gigabytes (from 2GB in the Basic plan). With the Premier plan, users pay $79 monthly per user (with annual billing, $89 without) for 10 pipelines and five workspaces, along with 10GB of data storage.
Wealthbox also offers one of the best email/CRM integrations, which enables users to send and receive emails through Wealthbox while tracking clicks and open rates. In addition to partner integrations with popular industry tools such as eMoney and Riskalyze, Wealthbox offers storage integration with services like Google Drive and Dropbox. Wealthbox was designed with bank-level security for its web and mobile platforms, making it safe and easy to get work done while traveling.
