Wealthbox
AutomatedCRM software designed for financial advisors with workflows, opportunity management, and reporting.
Wealthbox has 5 plans: paid plans from $49/month and custom pricing for larger teams. We have not recorded a price change.
Wealthbox plans and prices
Basic
monthly$59/mo
$59/user/month
- Starter CRM
- Contact & Household Management
- Tags
- 3 Contact Roles
- 3 Teams
- 1 Opportunity Pipeline
- 2 GB File Storage
- 1 Workspace
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- Mobile App
- Two-Way Email Sync
Pro
monthly$75/mo
$75/user/month
- Core CRM Features
- 5 Contact Roles
- 5 Teams
- 3 Opportunity Pipelines
- 5 GB File Storage
- Workflows
- Workflow Outcomes
- Subtasks for Workflows
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- Reports - Automated
Premier
monthly$99/mo
$99/user/month
- Advanced Features for Power Users
- Unlimited Contact Roles
- Unlimited Teams
- 5 Opportunity Pipelines
- 10 GB File Storage
- 5 Workspaces
- AI for Reports
- Customizable Dashboards
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- Customizable Workflow Actions
- Customizable Role-Based Homepages
Enterprise
Custom
- Customizable, Multi-Workspace
- Unlimited Workspaces
- 20 GB File Storage
- Enterprise SSO
- Enterprise Implementation Program
- On-Premise Exchange Sync
- VPN Support for Exchange Sync
- SFTP Account Reports & Backups
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- Priority Enterprise Support
AI Notetaker Add-On
monthly$49/mo
$49/user/month (introductory rate)
- AI-powered meeting notetaker
Price history
Last 0 recorded changes
No price changes recorded yet.
Other CRM products
No confirmed alternatives yet.