--- description: Detaillierte Informationen über Wealthbox zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Austria. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Wealthbox Kosten, Erfahrungen & Bewertungen - Capterra Österreich 2026 --- Breadcrumb: [Startseite](/) > [CRM Software für Banken & Finanzdienstleister](/directory/30562/financial-crm/software) > [Wealthbox](/software/175666/wealthbox) # Wealthbox Canonical: https://www.capterra.at/software/175666/wealthbox Seite: 1 / 7\ Zurück: [Nächste Seite](https://www.capterra.at/software/175666/wealthbox?page=2) > Webbasiertes CRM-Tool, das Finanzberatern hilft, Kunden zu verwalten und mit Kollegen zusammenzuarbeiten. > > Bewertung: **4.7/5** von 145 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Wealthbox? Wealthbox ist ein leistungsstarkes CRM-System für Finanzberatungen, Broker-Dealer und RIA-Firmen (Registered Investment Advisory) jeder Größe. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.7/5** | 145 Nutzerbewertungen | | Bedienkomfort | 4.8/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.5/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.4/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Starburst Labs ## Gewerblicher Kontext - **Startpreis**: $ 59,00 - **Preismodell**: (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Dokumentenmanagement - For Financial Institutions - Kampagnenmanagement - Kontaktmanagement - Kundendatenbank - Kundenmanagement - Leadmanagement - Pipeline-Management - Werkzeuge zur Zusammenarbeit ## Integrationen (38 insgesamt) - AWeber - Asana - Benjamin - Blueleaf - BombBomb - Calendly - CircleBack - ComplianceHero - Docusign - Dropbox Business - Evernote Teams - Fidelity - Formstack Forms - Gmail - GoTo Meeting ... und 23 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank ## Category - [CRM Software für Banken & Finanzdienstleister](https://www.capterra.at/directory/30562/financial-crm/software) ## Alternativen 1. [Zoho CRM](https://www.capterra.at/software/155928/zoho-crm) — 4.3/5 (6969 reviews) 2. [HubSpot CRM](https://www.capterra.at/software/152373/hubspot-crm) — 4.5/5 (4455 reviews) 3. [Redtail CRM](https://www.capterra.at/software/121349/redtail-crm) — 4.1/5 (85 reviews) 4. [Maximizer CRM](https://www.capterra.at/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 5. [eWay-CRM](https://www.capterra.at/software/152769/eway-crm) — 4.5/5 (822 reviews) ## Nutzerbewertungen ### "Satisfied and good value" — 5.0/5 > **Joel** | *3. September 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: The workflows, being able to design a process and implement other team members is wonderful. > > **Nachteile**: Contacting customer service has been painful in the past. I like having a dedicated phone \# to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem. > > Awesome, highly recommend ----- ### "Beauty in Simplicity" — 4.0/5 > **Matthewe** | *2. September 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication. > > **Nachteile**: The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them. > > I have gone to three other CRMs in the last 5 years (not by choice( and I always come back. ----- ### "no customer service telephone number." — 1.0/5 > **Walter** | *15. Juli 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: THE NAME > > **Nachteile**: MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT > > 1 (one) The sales people were exceptional ----- ### "Good for small teams, would like more customizations" — 5.0/5 > **Donna** | *6. Dezember 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: It's easy to navigate. Easily accessible on the go when you need to quickly check something. > > **Nachteile**: Would prefer ability to change some of the field drop downs. Needs some more detailed reporting (If, then, and). ----- ### "Great solution for all advisors" — 4.0/5 > **Jamie** | *8. September 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way. The connection with Gmail really enhanced the value of the product as it reduces steps in the email process. > > **Nachteile**: While the software is easy to use and easy to implement, it still had a few items that need work. I had used a software called Contactually many years ago and they had a great way of bucketing clients so that you could set up different contact cadences for the individual groups. It's a bit clunky setting up periodic reminders to contact clients. Also, if they had more pre-filled workflow templates, it would be a great help to advisors new to the system and the industry. > > Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients. ----- Seite: 1 / 7\ Zurück: [Nächste Seite](https://www.capterra.at/software/175666/wealthbox?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.at/software/175666/wealthbox) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Strukturierte Daten