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Compare advisor CRMs

Advisors Assistant 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.

Advisors Assistant
$52 a month for one person (our sum)
Firm sizeNot assessed yet
14 data in3 single sign-on
Wealthbox
$59 a month for one person (our sum)
Firm sizeSolo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
Advisors Assistant
Wealthbox
Starting price
From $52/user/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $52 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
Not assessed yet
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor says
Schwab
Charles Schwab · Data in checked
Data in + single sign-on checked
Fidelity
Fidelity NFS · Data in checked
Fidelity (Wealthscape) · Data in + single sign-on checked
Pershing
Data in checkedPershing NetX360 · Single sign-on only checked
Listed, no detail given checked
LPL Financial
Data in checked
LPL Financial (ClientWorks) · Data in + single sign-on checked
RBC
Data in checked
Data in checked
First Clearing
Data in checked
None listed
Folio
FolioFN · Data in checked
None listed
Sterne Agee Group
Data in checked
None listed
Wedbush Morgan
Data in checked
None listed
GWN
Data in checked
None listed
Altruist
None listed
Data link, direction not stated checked
AssetMark
None listed
Data in checked
Axos Advisor Services
None listed
Axos · Data in checked
Betterment
None listed
Data in checked
SEI
None listed
Data in + single sign-on checked
Fusion
None listed
Data out checked
Connection costs
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
Connection cost: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
Connection cost: not stated on the Wealthbox pages we read (Oct 7).
Leaving later
The web hosted service can be stopped at any time; you can buy a backup of your data for a nominal fee or move to the locally installed version.
Checked on the vendor's site
Contacts export to CSV at any time; a full backup can be requested as XML or JSON from Settings.
Checked on the vendor's site
Fits best if (our judgement)
Not assessed yet
Not assessed yet
Full profile
Advisors Assistant profile
Wealthbox profile