AdvisorShelf
AdvisorShelf / CRM / Toolkit

CRM

Toolkit

Advisor CRM with your client service model and service packages built in.

Made by Blue Square Apps Inc. Visit Toolkit's website
Starting priceFrom $26/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed3 connectionsGoogle (calendar), Outlook (calendar), iCloud (calendar). Source and date for each below.
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What their website looks like

Screenshot of Toolkit's homepage
Toolkit's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Business Ultimate $26/user/mo
per user, per month
 Billed yearly
Single plan. The page offers Monthly or 'Yearly (Save 10%)'; the monthly-billing price was not captured (the page shows the yearly price by default).

Source: Toolkit pricing page. Checked on the vendor's site, Oct 6.

Where Toolkit sits on price

ToolkitOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Toolkit3 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
Google (calendar)Outlook (calendar)iCloud (calendar)
Connection cost: not stated on the Toolkit pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of Blue Square Apps Inc.'s site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Blue Square Apps Inc. lists.

Google (calendar)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Toolkit features page. Checked Oct 6.
Outlook (calendar)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Toolkit features page. Checked Oct 6.
iCloud (calendar)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Toolkit features page. Checked Oct 6.

Moving to Toolkit from another tool

What Blue Square Apps Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Toolkit pages we read

We looked on Oct 8. Before you sign, ask Blue Square Apps Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

Your content stays yours; after canceling you have 90 days to retrieve it, then it is deleted. Export format not stated.
Checked on the vendor's site · Oct 6

Source: Toolkit terms of service

Fits best if

Our judgement

We haven't assessed fit for Toolkit yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Toolkit with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile
Advisors Assistant
From $52/user/mo
Checked on the vendor's site · Oct 6
Charles Schwab · Data in checkedFidelity NFS · Data in checkedPershing · Data in checkedPershing NetX360 · Single sign-on only checkedLPL Financial · Data in checkedand 6 more on the profile
View profile

Corrections

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