Wealthbox is a very good CRM and a lot of the firms we speak to already run on it. So this comparison is narrower than most. It is not about which product is better. It is about whether a CRM workflow is the right tool for onboarding a new client.
If you are already paying for Wealthbox and wondering whether its workflows cover onboarding, this is the honest answer.
A workflow tells your team what to do, it does not do it
Wealthbox handles onboarding the way a CRM should. You build a workflow template, and every new client triggers a sequence of tasks assigned to the right people with the right due dates. Nothing gets forgotten, and the whole team can see where each client has reached.
That is genuinely valuable, and it is why firms stay on Wealthbox for years. Where it stops is the step that actually takes the time. A task called request client identification still means somebody writing an email, waiting, and writing again. The workflow tracks the delay rather than removing it.
OnBord does that step instead of tracking it. The advisor opens the account with what the firm already knows, and the client gets a text. They complete their details on their phone in a few minutes, reminders go out on their own, and the information comes back structured and confirmed by the client.
OnBord vs Wealthbox for client onboarding at a glance
| Comparison | OnBord | Wealthbox |
|---|---|---|
| What it is | Client onboarding software | CRM for advisory firms |
| Role in onboarding | Collects the information and delivers the disclosures | Tracks the tasks and holds the record |
| Who does the data entry | The client, on their phone | The advisor or an operations team member |
| Client experience | SMS led, mobile first, automatic reminders | Email and manual follow up from your team |
| Chasing missing details | Automated reminders until the client is finished | A task on someone’s list |
| Compliance documents | Form ADV 2A, Form CRS and ADV 2Bs generated and delivered automatically | Records, audit trails and role based access |
| Client data | Sensitive information never touches our database | Held in your CRM as the system of record |
| Branding | White label with your firm’s branding | Internal tool, not client facing |
| Integrations | CRMs Redtail Wealthbox Sales Force Practifi Custodians Charles Schwab Goldman Sachs Fidelity BNY Pershing Docusign |
Broad integration hub with custodial connections |
| Published pricing | Entry tier 1-10 users – $80 per user per month Growth 11-99 – $70 per user per month |
Custom, enterprise-based |
Where CRM onboarding usually breaks down
Ask an advisor where a new account stalls and the answer is rarely the software. It is the client who has not opened the email, or has opened it on a phone and given up on a form built for a desktop, or has completed half of it and left the rest for a weekend that never arrives.
A CRM workflow is excellent at recording that this has happened. It is not designed to prevent it. Nor should it be. Wealthbox is built to be your firm’s memory, not your client facing intake process.
We built OnBord for that specific failure. Text messages get read. A form that works properly on a phone gets finished. Reminders go out without anyone in your office having to send them, and your dashboard shows you exactly where each client has stopped.
You do not have to choose
This is not a replacement decision. Keep your CRM. It holds the client history, the pipeline and the team activity, and no onboarding tool should try to take that over.
What changes is that the onboarding tasks sitting in your workflow stop being manual. Instead of a checklist reminding somebody to chase a client, the client has already finished, and the compliance documents have already gone out with a record of delivery.
At $30 per user per month plus $7 per household created, the question is simply whether removing that chase is worth roughly the cost of a few coffees each month.
See OnBord on your own onboarding process
Book a short demo and we will run a live client setup, show you how the compliance documents are generated and delivered, and talk through how OnBord sits alongside the CRM you already use.
