Wealthbox vs. e-Relationship Comparison


Wealthbox Starburst Labs	e-Relationship Identity Branding	+	+
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About We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.	About e-Relationship is your 24/7 digital marketing assistant allowing you to stay in touch with clients and prospects without spending hours at your computer. We flawlessly juggle all the details while you concentrate on sales! Our multi-touch digital marketing suite keeps you in touch with clients and prospects 24/7 through a powerhouse of automated email marketing, automated social-media marketing and advisor website development services. Whether you’re building your brand, converting prospects into clients or building a website that actually increases production — e-Relationship is your simple-to-use, easily affordable, all-in-one solution! A library of pre-built, tested, compliance-approved email communication messages are ready at your fingertips. As a leading provider of technology-driven email communication tools for clients and prospects of banks, insurance companies and financial services companies, e-Relationship isn’t just a global fintech leader — it’s the benchmark.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Financial advisors that need a CRM solution to improve and manage all their operations	Audience Anyone looking for a digital marketing assistant solution
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Starburst Labs United States www.wealthbox.com	Company Information Identity Branding United States www.e-relationshipplus.com
Alternatives Altitude CRM	Alternatives ZoomInfo Sales ZoomInfo
Dremio	Lead Liaison
Strad Pro	Nurture
BITA Risk corfinancial	Levitate Real Magic
Sage Intacct View All	IXACT Contact Elm Street Technology View All
Categories Family Office Supported Financial CRM Supported	Categories Marketing Automation Supported
	Show More Features Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Not Supported Artificial Intelligence Not Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Not Supported Landing Pages / Web Forms Not Supported Lead Scoring Not Supported Sales Intelligence Not Supported Search Marketing Not Supported Segmentation Not Supported Social Marketing Supported Website Visitor Tracking Not Supported
Integrations Ariath Supported Asset-Map Supported Bancroft Supported CircleBlack Supported Easyflow Supported ElectroNeek Supported FP Alpha Supported Intulse Supported KonnectzIT Supported Mimasa AI Supported Moneytree Supported Motileo Supported MyRepChat Supported Nango Supported Nitrogen Supported Quickwork Supported Riskalyze Supported Simplii Supported Smith.ai Supported Wealth.com Supported Show More Integrations View All 36 Integrations	Integrations Ariath Not Supported Asset-Map Not Supported Bancroft Not Supported CircleBlack Not Supported Easyflow Not Supported ElectroNeek Not Supported FP Alpha Not Supported Intulse Not Supported KonnectzIT Not Supported Mimasa AI Not Supported Moneytree Not Supported Motileo Not Supported MyRepChat Not Supported Nango Not Supported Nitrogen Not Supported Quickwork Not Supported Riskalyze Not Supported Simplii Not Supported Smith.ai Not Supported Wealth.com Not Supported Show More Integrations
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