Wealthbox vs. Advisors Assistant
Clunky? Bloated? Hard to use? Don’t let Advisors Assistant hold you back. Wealthbox is the new, modern CRM for financial advisors with an amazing user experience. No training required. Compare the two now. Game on!
Full access. No credit card needed.
Wealthbox
Wealthbox provides an intuitive, modern CRM workspace for advisors to collaborate with coworkers and manage client relationships – with ease. Try it now.
Advisors Assistant
Advisor’s Assistant was founded in 1997 by John H. Anderson, a financial advisor who saw the need for a tool that would help him manage his client relationships more effectively.
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealthtech CRMs by G2, the leading software review site.
Why advisors choose Wealthbox over Advisors Assistant CRM
We’re frequently asked why financial planners are switching from Advisors Assistant CRM to Wealthbox. Here are the top reasons.
Simple Setup
Low Switching Cost
Better Email Integration
Designed for Advisors
Comparable Features
Intuitive and Time-Saving
No Training Required
Friendly, Responsive Support
Better Collaboration
An Open API
Better Mobile Apps
Better Price
Trusted by premier advisory firms
Keep your CRM data, import from Advisors Assistant with ease.
When you switch to Wealthbox, we help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way.
What advisors say…
“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”
Catherine Chaney Bowman
DMK Advisor Group
“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”
Charesse Spiller
Fintech Consultant at Level Best
Upgrade from Advisors Assistant CRM to Wealthbox
Start a free 14-day trial. See for yourself why so many advisors are switching to Wealthbox.
Full access. No credit card needed.
