AdvisorShelf
AdvisorShelf / Compare

Compare advisor CRMs

WealthY 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.

WealthY
$129 a month for one person (our sum)
Firm sizeNot assessed yet
3 data in
Wealthbox
$59 a month for one person (our sum)
Firm sizeSolo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
WealthY
Wealthbox
Starting price
From $129/advisor/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $129 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
Not assessed yet
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor says
Schwab
Charles Schwab · Data link, direction not stated checked
Data in + single sign-on checked
Fidelity Clearing Canada
Data in checked
None listed
NBIN
Data in checked
None listed
Aviso Wealth
Data in checked
None listed
Fidelity
None listed
Fidelity (Wealthscape) · Data in + single sign-on checked
Altruist
None listed
Data link, direction not stated checked
LPL Financial
None listed
LPL Financial (ClientWorks) · Data in + single sign-on checked
AssetMark
None listed
Data in checked
Axos Advisor Services
None listed
Axos · Data in checked
Betterment
None listed
Data in checked
RBC
None listed
Data in checked
SEI
None listed
Data in + single sign-on checked
Fusion
None listed
Data out checked
Pershing
None listed
Listed, no detail given checked
Connection costs
Connection cost: The pricing grid marks custodian data feeds on the Pro + Custodian tier only. That tier's price is a starting figure: the final quote depends on how many custodians are connected, with a $5,000 setup to start.
Checked on the vendor's site · Oct 6WealthY pricing page
Connection cost: Custodian data feeds include 100 accounts per advisor; each account beyond that costs $2 a month.
Checked on the vendor's site · Oct 6WealthY pricing page
Connection cost: not stated on the Wealthbox pages we read (Oct 7).
Leaving later
The terms of service give a 60-day window after termination to export your data; WealthY may delete it after that.
Checked on the vendor's site
Contacts export to CSV at any time; a full backup can be requested as XML or JSON from Settings.
Checked on the vendor's site
Fits best if (our judgement)
Not assessed yet
Not assessed yet
Full profile
WealthY profile
Wealthbox profile