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Envestnet Tamarac vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Envestnet Tamarac
Score 4.8 out of 10
N/A
Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning.N/A
Wealthbox CRM
Score 9.0 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
Envestnet TamaracWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Envestnet TamaracWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Envestnet TamaracWealthbox CRM
User Ratings
Envestnet TamaracWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(0 ratings)
User Testimonials
Envestnet TamaracWealthbox CRM
Likelihood to Recommend
No answers on this topic
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Pros
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  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
CP
Cortnie Pannill
New Business Team Lead
Read full review
Cons
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  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Alternatives Considered
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Wealthbox is more user friendly and has a better view
CP
Cortnie Pannill
New Business Team Lead
Read full review
Return on Investment
No answers on this topic
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
CP
Cortnie Pannill
New Business Team Lead
Read full review
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