AdvisorShelf / Compare
Compare advisor CRMs
AdvisorEngine vs Wealthbox
The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.
AdvisorEngine$207
3 data in2 data out1 single sign-on
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
AdvisorEngineWealthboxStarting price
From $69/user/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $207 a month
About $59 a month
Where the price came from
Checked on the vendor's site · Oct 6
Checked on the vendor's site · Oct 6
Price on their own site
Yes
Yes
Firm size
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor saysSchwab
Charles Schwab (Schwab Advisor Center) · Data in + single sign-on checked, source from 2021
Data in + single sign-on checked
Fidelity
Listed, no detail given checked
Fidelity (Wealthscape) · Data in + single sign-on checked
Pershing
Listed, no detail given checked
Listed, no detail given checked
SEI
Listed, no detail given checked
Data in + single sign-on checked
Altruist
Data link, direction not stated checked
LPL Financial
LPL Financial (ClientWorks) · Data in + single sign-on checked
AssetMark
Data in checked
Axos Advisor Services
Axos · Data in checked
Betterment
Data in checked
RBC
Data in checked
Fusion
Data out checked
Connection costs
Leaving later
The CRM's admin tools include self-service data and database exports; support can help without extra charges. No step-by-step export guide found.
Checked on the vendor's siteContacts export to CSV at any time; a full backup can be requested as XML or JSON from Settings.
Checked on the vendor's siteFits best if (our judgement)
Full profile