AdvisorShelf / Compare
Compare advisor CRMs
Advyzon 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.
Advyzon8 data in7 data out1 two-way7 single sign-on
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
AdvyzonWealthboxStarting price
No price found
From $59/user/mo
One person, cheapest plan (our sum)
About $59 a month
Where the price came from
No price on their site · looked Oct 6
Checked on the vendor's site · Oct 6
Price on their own site
No
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 and out + single sign-on checked
Data in + single sign-on checked
Fidelity
Fidelity Institutional (Wealthscape) · Data in + single sign-on checked
Fidelity (Wealthscape) · Data in + single sign-on checked
Pershing
BNY Mellon | Pershing (NetX360) · Data in + single sign-on checked
Listed, no detail given checked
SSG
Shareholders Service Group (SSG) · Data in + single sign-on checked
TradePMR
TradePMR (Fusion) · Data in and out + single sign-on checked
Goldman Sachs
Listed, no detail given 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
SEI
Data in + single sign-on checked
Fusion
Data out checked
Connection costs
Leaving later
Not found
Contacts 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