AdvisorShelf / Compare
Compare advisor CRMs
Avantos 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.
Avantos
No connection detail listed
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
Avantos
WealthboxStarting 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
Data in + single sign-on checked
Fidelity
Fidelity (Wealthscape) · 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
SEI
Data in + single sign-on checked
Fusion
Data out checked
Pershing
Listed, no detail given 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