AdvisorShelf / Compare
Compare advisor CRMs
Less Annoying 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.
Less Annoying CRM$15
Solo2-56-2021+
1 data in1 data out2 two-way
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
Less Annoying CRMWealthboxStarting price
From $15/user/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $15 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)
Vendor saysSolo2-56-2021+
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
Account admins can export all of the account's data in bulk from Settings, Export data.
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