# Practifi vs Wealthbox

**Leader by Vioscale score:** Wealthbox

| Attribute | Practifi | Wealthbox |
|---|---|---|
| **Vioscale score** | 22 (9% (low)) | 52.9 (56% (medium)) |
| deployment.options | - | `{"cloud":true}` |
| description.long | An enterprise platform for financial advisory firms that delivers role-based applications for different teams—advisors, client service, compliance, management, and marketing—helping firms integrate systems, streamline operations, manage risk, and enhance client relationships. | A CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently. |
| features.capabilities | `{"iso_27001":false,"soc2_type_ii":false,"estate_and_tax_planning_scenarios":false,"risk_tolerance_questionnaires_and_scoring":false,"monte_carlo_retirement_simulation_planning":false,"aum_fee_calculation_and_direct_billing_push":true,"schwab_fidelity_pershing_custodial_data_sync":false,"client_facing_white_label_portal_and_mobile_app":false,"held_away_asset_aggregation_plaid_byallaccounts":false,"sec_finra_compliant_email_and_document_archiving":false,"automated_portfolio_rebalancing_and_tax_loss_harvesting":false}` | `{"soc2_type_ii":true,"pricing_model":"flat_monthly_per_user","estate_and_tax_planning_scenarios":false,"client_facing_white_label_portal_and_mobile_app":false,"sec_finra_compliant_email_and_document_archiving":false}` |
| integrations.count | 2 | 150 |
| integrations.list | `[{"name":"Schwab Advisor Center"},{"name":"Black Diamond"}]` | `[{"name":"AdviceCloud"},{"name":"AdvisorStream"},{"name":"Amplify"},{"name":"Andes"},{"name":"AssetMark"},{"name":"Black Diamond"},{"name":"Catchlight"},{"name":"CurrentClient"},{"name":"Dispatch"},{"name":"Estately"},{"name":"Feathery"},{"name":"Finpace"},{"name":"Flourish"},{"name":"Forms Logic"},{"name":"FP Alpha"},{"name":"Gmail"},{"name":"Google Calendar"},{"name":"Mako Fintech"},{"name":"Mili"},{"name":"Outlook"},{"name":"Outlook Calendar"},{"name":"Qwil Messenger"},{"name":"RBC"},{"name":"RightCapital"},{"name":"Signal Advisors"},{"name":"Smart Kx"},{"name":"Trust & Will"},{"name":"Turnkey"},{"name":"VRGL"},{"name":"Waterlily"},{"name":"Yourefolio"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"ios":true,"web":true,"android":true}` |
| pricing | - | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$59/user/month","features":["Contact & household management","Task management","1 opportunity pipeline","Calendar & meetings","2 GB file storage"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"}],"description":"Starter CRM","contactSales":false},{"free":false,"name":"Pro","summary":"$75/user/month","features":["Everything in Basic, plus:","Workflows & automations","Two-way email sync","Broadcast email","3 opportunity pipelines"],"components":[{"kind":"per_unit","unit":"user","amount":75,"period":"month","currency":"USD"}],"description":"Core CRM Features","contactSales":false},{"free":false,"name":"Premier","summary":"$99/user/month","features":["Everything in Pro, plus:","Customizable dashboards & homepages","Workflow template sharing","API development support","5 workspaces"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Advanced Features for Growth","contactSales":false},{"free":false,"name":"Enterprise","features":["Everything in Premier, plus:","Enterprise SSO","Dedicated account manager","Unlimited workspaces","Priority enterprise support"],"contactSales":true}],"addOns":[{"name":"AI Notetaker","components":[{"kind":"per_unit","unit":"user","amount":49,"period":"month","currency":"USD"}]}],"summary":"From $59/user/month. 14-day free trial, no credit card required.","currency":"USD","freeTier":false,"sourceUrl":"https://wealthbox.com/pricing/","retrievedAt":"2026-08-25T22:13:28.457Z","freeTrialDays":14,"startingPrice":{"unit":"user","amount":59,"period":"month","currency":"USD"},"billingPeriods":["month"]}` |
| pricing.free_tier | - | no |
| pricing.model | commercial | commercial |
| pricing.price_level | - | mid |
| pricing.starting_price | - | `{"amount":59,"currency":"USD"}` |
| pricing.transparent | - | yes |
| security.soc2 | - | yes |

## Capabilities (Wealth Management)

| Capability | Practifi | Wealthbox |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Schwab fidelity pershing custodial data sync | ✗ | - |
| Monte carlo retirement simulation planning | ✗ | - |
| Automated portfolio rebalancing and tax loss harvesting | ✗ | - |
| Aum fee calculation and direct billing push | ✓ | - |
| Client facing white label portal and mobile app | ✗ | ✗ |
| Sec finra compliant email and document archiving | ✗ | ✗ |
| Risk tolerance questionnaires and scoring | ✗ | - |
| Held away asset aggregation plaid byallaccounts | ✗ | - |
| Estate and tax planning scenarios | ✗ | ✗ |
| SOC2 type ii | ✗ | ✓ |
| ISO 27001 | ✗ | - |
| Pricing model | - | Flat monthly per user |

*Source: Vioscale. Generated 2026-09-01T16:34:58.715Z. "-" = undocumented, not absent.*