Wealthbox CRM vs. Centrex Software
A side-by-side comparison based on G2 review data.
| Metric | Wealthbox CRM | Centrex Software |
|---|---|---|
| Overall rating | 4.6 | 4.8 |
| Review count | 109 | 10 |
| Ease of use | 9.4 | 10.0 |
| Ease of setup | 9.0 | 10.0 |
| Quality of support | 9.0 | 9.7 |
| Meets requirements | 9.2 | 10.0 |
| NPS | 77.06422 | 80 |
| Small Business | 94.5% | 88.9% |
| Mid-Market | 5.5% | 11.1% |
| Enterprise | 0.0% | 0.0% |
| Total page views | 896 | 104 |
| Total LLM citations | 6,356 | 257 |
Wealthbox CRM
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.
Centrex Software
Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals