Best Wealthbox Alternatives ranked by AI · updated May 2025

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Wealthbox is a web-based CRM software designed for financial advisors with features like contact management, task management, and integrations with popular tools.

Price: Starting at $35 per user per month 🎯 wealthbox.com

🛠️ Developer Tools 💰 Fintech 💼 Small Business 🤖 AI

Top 6 Wealthbox alternatives

Salesforce Financial Services Cloud

Salesforce

Salesforce Financial Services Cloud is a CRM platform for banks, wealth managers, insurers, and financial advisors. It provides client relationship management, householding,...

Pros

Extensive CRM, automation, reporting, and integration capabilities
Scales well across large financial services organizations
Supports household and relationship modeling for complex client structures

Cons

Not a direct replacement for WealthERP's native portfolio and transaction functions
Requires configuration, integrations, and administrator resources
Higher cost and complexity for smaller advisory practices

From $325/user/mo

Alternatives to Salesforce Financi... → Visit site

Redtail CRM

Redtail CRM is a popular customer relationship management software designed for financial professionals. It offers features such as client management, document storage,...

Contact for pricing

Alternatives to Redtail CRM → Visit site

AdvisorEngine

AdvisorEngine is a digital wealth management platform that includes CRM functionality along with portfolio management tools and client engagement features.

Pros

Integrated investment management
Client portal for collaboration

Cons

Limited customization options
Higher price point

Contact sales for pricing

Alternatives to AdvisorEngine →

Zoho CRM

Zoho CRM is a cloud-based customer relationship management software that helps businesses of all sizes streamline their sales, marketing, and support processes.

Starting at $12 per user, per month

Alternatives to Zoho CRM → Visit site

Orion

Orion is a powerful project management software with advanced features for team collaboration and task tracking.

$25/month

Alternatives to Orion → Visit site

Broadridge Advisor Portal

Broadridge Financial Solutions

Broadridge Advisor Portal is a web-based workspace for financial advisors to access client, account, portfolio, and practice information connected to Broadridge wealth-management...

Pros

Integrates with Broadridge's broader wealth-management and brokerage infrastructure
Centralizes advisor access to operational and client information
Suitable for enterprise broker-dealer and wealth-management environments

Cons

Primarily targeted at enterprise institutions rather than independent advisors
Pricing and implementation details are not publicly transparent
User experience can depend heavily on the firm's Broadridge configuration

N/A

Alternatives to Broadridge Advisor... → Visit site

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