AdvisorShelf / Compare
Compare advisor CRMs
SmartOffice 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.
SmartOffice9 data in8 data out3 single sign-on
Wealthbox$59
Solo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
SmartOfficeWealthboxStarting 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
Charles Schwab · Data in checked
Data in + single sign-on checked
Fidelity
Fidelity Wealthscape · Data in and out + single sign-on checked
Fidelity (Wealthscape) · Data in + single sign-on checked
Pershing
Data in checked
Listed, no detail given checked
LPL Financial
LPL Branchnet · Data in checked
LPL Financial (ClientWorks) · Data in + single sign-on checked
Folio
FOLIOfn · Data in checked
SEI
Data in checked
Data in + single sign-on checked
Altruist
Data link, direction not stated checked
AssetMark
Data in checked
Axos Advisor Services
Axos · Data in checked
Betterment
Data in checked
RBC
Data in checked
Fusion
Data out checked
Connection costs
Leaving later
Users with the Data Export right can export any list of records as Excel, CSV, XML or tab-separated files.
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