AdvisorShelf / Compare
Compare advisor CRMs
Slant 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.
Slant$150
12 data in1 data out
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
SlantWealthboxStarting price
From $150/user/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $150 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), Growing firm (6 to 20), Large firm (21+)
Vendor saysSchwab
Charles Schwab · Data in checked
Data in + single sign-on checked
Fidelity
Fidelity Investments (Integration Xchange) · Data in checked
Fidelity (Wealthscape) · Data in + single sign-on checked
Pershing
BNY Pershing · Data in checked
Listed, no detail given checked
Altruist
Data in checked
Data link, direction not stated checked
Interactive Brokers
Data in checked
Raymond James
Data in checked
RBC
Data in checked
Data in checked
SEI
Data in checked
Data in + single sign-on checked
Betterment
Data in checked
Data in checked
LPL Financial
LPL Financial (ClientWorks) · Data in + single sign-on checked
AssetMark
Data in checked
Axos Advisor Services
Axos · Data in checked
Fusion
Data out checked
Connection costs
Leaving later
A full export of the book's data downloads as a ZIP archive from Settings, Data export; list pages also download as CSV.
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