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Compare advisor CRMs

Altitude CRM 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.

Altitude CRM
$75 a month for one person (our sum)
Firm sizeSolo2-56-2021+
2 data in2 two-way
Wealthbox
$59 a month for one person (our sum)
Firm sizeSolo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
Altitude CRM
Wealthbox
Starting price
From $900/user/yr
From $59/user/mo
One person, cheapest plan (our sum)
About $75 a month
About $59 a month
Where the price came from
Checked on the vendor's site · Oct 20
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 says
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor says
Schwab
None listed
Data in + single sign-on checked
Fidelity
None listed
Fidelity (Wealthscape) · Data in + single sign-on checked
Altruist
None listed
Data link, direction not stated checked
LPL Financial
None listed
LPL Financial (ClientWorks) · Data in + single sign-on checked
AssetMark
None listed
Data in checked
Axos Advisor Services
None listed
Axos · Data in checked
Betterment
None listed
Data in checked
RBC
None listed
Data in checked
SEI
None listed
Data in + single sign-on checked
Fusion
None listed
Data out checked
Pershing
None listed
Listed, no detail given checked
Connection costs
Connection cost: Two-way Google and Outlook calendar sync comes with the Core plan, Altitude's only base plan.
Checked on the vendor's site · Oct 6Altitude pricing page
Connection cost: Integrations via Zapier are listed as included with every Altitude product.
Checked on the vendor's site · Oct 6Altitude pricing page
Connection cost: Live transcription of Zoom and Teams meetings is part of the Meeting Intelligence add-on, $999 per user a year paid yearly or $89 per user a month paid monthly, on top of the CRM.
Checked on the vendor's site · Oct 20Altitude pricing page
Connection cost: not stated on the Wealthbox pages we read (Oct 7).
Leaving later
Altitude says you can request an export, archive or deletion of your firm's data; the format is not stated.
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
Altitude CRM profile
Wealthbox profile