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Planning software

Wavvest

Advisor planning tool that builds a complete financial plan from a plain-language description of the client.

Made by Wavvest Technologies LLC Visit Wavvest's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed4 connectionsApex, Google Workspace, April and 1 more. Source and date for each below.
Read this before you rely on Wavvest's details. Wavvest lists a Wealthbox connection as in testing, and Schwab, Zoom and Microsoft as coming; they are not recorded as connections yet. Wavvest also runs its own RIA, Wavvest Wealth, which serves clients directly. Sources: Wavvest Technologies LLC's page; Wavvest homepage FAQ.
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What their website looks like

Screenshot of Wavvest's homepage
Wavvest'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

We couldn't find prices on Wavvest Technologies LLC's site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Three ways to engage, none priced on the site: WavvestOS (software only), WavvestOS + TAMP (adds an outsourced back office), or joining Wavvest's own RIA.

Source: No price on wavvest.com: there is no pricing page there is no (wavvest.com/pricing page), and the homepage, For Advisors and Company pages offer only Sign up and Book a Demo. Not found, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. Wavvest isn't on it: it doesn't publish a price.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/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
Wavvest4 connections listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
ApexGoogle WorkspaceApril
Listed, no detail
Plaid
Connection cost: Wavvest publishes no pricing for us to read.
Apex
Checked on the vendor's site
  • Direction not stated: client account data for portfolio accounting
Source: Wavvest For Advisors page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Wavvest Technologies LLC lists.

Google Workspace
Checked on the vendor's site
  • Direction not stated: the AI note taker connects to Google Workspace
Source: Wavvest For Advisors page. Checked Oct 6.
April
Checked on the vendor's site
  • Direction not stated: client tax filing inside the app (an ancillary service)
Source: Wavvest For Advisors page. Checked Oct 6.
Plaid
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Wavvest For Advisors page. Checked Oct 6.

Moving to Wavvest from another tool

What Wavvest Technologies LLC'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 Wavvest pages we read

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

Leaving later

We couldn't find export instructions on Wavvest Technologies LLC's site.Not found

Fits best if

Our judgement

We haven't assessed fit for Wavvest yet.

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

Similar tools

Compare Wavvest with another tool

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

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

No corrections to this profile yet.

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