Broadridge Client Information Management vs. Wealthbox CRM

Broadridge Client Information Management

Broadridge Client Information Management

3 Reviews and Ratings

Wealthbox CRM

Wealthbox CRM

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Broadridge Client Information Management	Score 9.0 out of 10	N/A	Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.	N/A
Wealthbox CRM	Score 8.7 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

Broadridge Client Information Management

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Broadridge Client Information Management	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Broadridge Client Information Management	Wealthbox CRM

Best Alternatives
	Broadridge Client Information Management	Wealthbox CRM
Small Businesses	Affinity CRM Score 9.4 out of 10	Affinity CRM Score 9.4 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Broadridge Client Information Management	Wealthbox CRM
Likelihood to Recommend	9.0 (1 ratings)	8.0 (1 ratings)

User Testimonials
	Broadridge Client Information Management	Wealthbox CRM
Likelihood to Recommend	Broadridge This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful. Incentivized Dom Pullano PRESIDENT Read full review	Starburst Labs 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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	Broadridge Interfaces with client view on mobile devices Strong library of compliance approved marketing materials Several methods of sorting, reporting, and documenting are available to the user. Incentivized Dom Pullano PRESIDENT Read full review	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	Broadridge Better customization of labelling would be helpful on reports Alert notification of chosen activities could be implemented A favorites of certain functions would be helpful to streamline navigation Incentivized Dom Pullano PRESIDENT Read full review	Starburst Labs 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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	Broadridge Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data. Incentivized Dom Pullano PRESIDENT Read full review	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	Broadridge Positive in that many marketing services are available that I had once paid to receive. Positive in the data collection service for performance reporting as a time saver Positive in retrieval of statements, tax reports on an annual and archive basis. Incentivized Dom Pullano PRESIDENT Read full review	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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