AdvisorShelf / Compare
Compare advisor CRMs
Practifi 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.
Practifi$135
Solo2-56-2021+
3 data in4 data out2 two-way3 single sign-on
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
PractifiWealthboxStarting price
From $135/user/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $135 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+
Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor saysSolo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor saysSchwab
Schwab (OpenView Gateway) · Data out checked
Data in + single sign-on checked
Pershing
Pershing (NetX360) · Data in and out checked
Listed, no detail given 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
Connection costs
Checked on the vendor's site · Oct 6
Leaving later
Admins can export a full snapshot of firm data as CSV files from Salesforce Setup, once every 7 days or on a weekly or monthly schedule.
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