Practifi vs Wealthbox

Practifi8.8Visit Wealthbox8.6Visit

Higher score Practifi #4 in Financial Services CRM Software 8.8/10 Paid ✓ 5 of 5 features Visit Practifi

vs

Wealthbox #6 in Financial Services CRM Software 8.6/10 14-day trial Free trial✓ 0 of 5 features Visit Wealthbox

• Practifi fits best

  Advisors needing portals and compliance

• Wealthbox fits best

  Advisor teams wanting an affordable modern CRM

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Side by side

Feature	Practifi 8.8/10 Visit ↗	Wealthbox 8.6/10 Visit ↗
At a glance
Editor score	8.8	8.6
Ranking	#4 in Financial Services CRM Software	#6 in Financial Services CRM Software
Best for	Advisors needing portals and compliance	Advisor teams wanting an affordable modern CRM
Pricing model	Paid	Paid
Starting price	$135/user/mo	—
Free plan	—	—
Free trial	—	14 days
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Docs, Tickets	Email, Docs
Compliance	SOC 2, ISO 27001, GDPR, PCI DSS	SOC 2, ISO 27001, PCI DSS, 2FA
Integrations	3,000+ integrations	150+ integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Practifi 5/5 · Wealthbox 0/5
Compliance workflows	✓ (best)	Not checked yet
Opportunity management	✓ (best)	Not checked yet
Client portal	✓ (best)	Not checked yet
Audit trail	✓ (best)	Not checked yet
Email and calendar sync	✓ (best)	Not checked yet
Specs
Deployment	Cloud	Not checked yet
Our review
Pros	Compliance workflows, audit history, and governance controls Client portal supports balances, documents, portfolios, and messaging Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce	Household management and visual opportunity pipelines Workflow automation with Gmail and Outlook sync iOS and Android apps plus 150+ integrations
Cons	Starts at $135 per user per month No free plan is available Client portal is a Naya add-on	No free plan is available Basic includes one opportunity pipeline Enterprise pricing is custom
Our verdict	Practifi is a cloud financial-services CRM for registered investment advisers and wealth-management firms. It combines client records, workflow automation, opportunity and pipeline tracking, compliance management, analytics, reporting,… Read the review →	Wealthbox is a web-based CRM for financial advisors and advisory firms that need one workspace for client relationships, business opportunities, meetings, and team coordination. Its core tools cover contact and household management, visual… Read the review →

Strengths and trade-offs

• Practifi — where it wins

  • Compliance workflows, audit history, and governance controls
  • Client portal supports balances, documents, portfolios, and messaging
  • Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce

  Where it doesn't

  • Starts at $135 per user per month
  • No free plan is available
  • Client portal is a Naya add-on

• Wealthbox — where it wins

  • Household management and visual opportunity pipelines
  • Workflow automation with Gmail and Outlook sync
  • iOS and Android apps plus 150+ integrations

  Where it doesn't

  • No free plan is available
  • Basic includes one opportunity pipeline
  • Enterprise pricing is custom

• Practifi8.8/10 · Paid

  A feature-rich CRM for advisory firms that need workflows, portals, and compliance controls.

  Visit PractifiFull verdict →
• Wealthbox8.6/10 · 14-day trial

  A financial advisor CRM combining household management, pipelines, automation, and AI tools.

  Visit WealthboxFull verdict →