# Wealthbox

> Client relationship management platform designed for financial advisory firms

- **Canonical URI:** https://www.vioscale.ai/software/wealthbox
- **Category:** Wealth Management
- **Homepage:** https://wealthbox.com
- **Also known as:** wealthbox
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-25T22:20:24.639Z

## Vioscale score

**52.9 / 100**, confidence 56% (medium). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 50 | 0.052 | 2.6 | ✓ |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 28.9 | 0.04877777777777778 | 1.4 | ✓ |
| integrations | 62.7 | 0.04066666666666666 | 2.5 | ✓ |
| security_posture | 40 | 0.073 | 2.9 | ✓ |
| pricing_transparency | 75 | 0.084 | 6.3 | ✓ |

## Pricing

_As of 2026-08-25, [verify at source](https://wealthbox.com/pricing/). Independently observed._

from $59/user/mo · Subscription · 14-day trial

> From $59/user/month. 14-day free trial, no credit card required.

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| Basic | $59/user/month | - | - |
| Pro | $75/user/month | - | - |
| Premier | $99/user/month | - | - |
| Enterprise | Contact sales | - | - |

### Basic

Starter CRM

- Contact & household management
- Task management
- 1 opportunity pipeline
- Calendar & meetings
- 2 GB file storage

### Pro

Core CRM Features

- Everything in Basic, plus:
- Workflows & automations
- Two-way email sync
- Broadcast email
- 3 opportunity pipelines

### Premier

Advanced Features for Growth

- Everything in Pro, plus:
- Customizable dashboards & homepages
- Workflow template sharing
- API development support
- 5 workspaces

### Enterprise (Contact sales)

- Everything in Premier, plus:
- Enterprise SSO
- Dedicated account manager
- Unlimited workspaces
- Priority enterprise support

### Add-ons

- **AI Notetaker** ($49/user/mo)

## About

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.

_Independently observed._

## Platform & deployment

- **Platforms:** iOS, Web, Android
- **Deployment:** Cloud / SaaS

## Integrations (31)

_Independently observed._

- AdviceCloud
- AdvisorStream
- Amplify
- Andes
- AssetMark
- Black Diamond
- Catchlight
- CurrentClient
- Dispatch
- Estately
- Feathery
- Finpace
- Flourish
- Forms Logic
- FP Alpha
- Gmail
- Google Calendar
- Mako Fintech
- Mili
- Outlook
- Outlook Calendar
- Qwil Messenger
- RBC
- RightCapital
- Signal Advisors
- Smart Kx
- Trust & Will
- Turnkey
- VRGL
- Waterlily
- Yourefolio

## Capabilities

_The capabilities that matter for Wealth Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **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 |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.soc2 | yes | [link](https://wealthbox.com/who-we-serve/trust-companies/) | 2026-08-25 | 75% (high) |

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 150 | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 50% (medium) |

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.free_tier | no | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 60% (medium) |
| pricing.model | commercial | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 60% (medium) |
| pricing.price_level | mid | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 60% (medium) |
| pricing.starting_price | `{"amount":59,"currency":"USD"}` | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 60% (medium) |
| pricing.transparent | yes | [link](https://wealthbox.com/pricing/) | 2026-08-25 | 60% (medium) |

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*Source: Vioscale (https://www.vioscale.ai/software/wealthbox). Independent, evidence-based software intelligence. Cite the canonical URI.*