Wealthbox vs Pega CRM

Wealthbox8.6Visit Pega CRM8.5Visit

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

vs

Pega CRM #7 in Financial Services CRM Software 8.5/10 Pricing on request ✓ 0 of 5 features Visit Pega CRM

• Wealthbox fits best

  Advisor teams wanting an affordable modern CRM

• Pega CRM fits best

  Large teams needing configurable sales CRM

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Side by side

Feature	Wealthbox 8.6/10 Visit ↗	Pega CRM 8.5/10 Visit ↗
At a glance
Editor score	8.6	8.5
Ranking	#6 in Financial Services CRM Software	#7 in Financial Services CRM Software
Best for	Advisor teams wanting an affordable modern CRM	Large teams needing configurable sales CRM
Pricing model	Paid	Paid
Starting price	—	Pricing on request
Free plan	—	Not checked yet
Free trial	14 days	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web
Compliance	SOC 2, ISO 27001, PCI DSS, 2FA	SOC 2, ISO 27001, GDPR, SSO/SAML
Integrations	150+ integrations	2 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Enterprise, Mid-market
Features Wealthbox 0/5 · Pega CRM 0/5
Compliance workflows	Not checked yet	Not checked yet
Opportunity management	Not checked yet	Not checked yet
Client portal	Not checked yet	Not checked yet
Audit trail	Not checked yet	Not checked yet
Email and calendar sync	Not checked yet	Not checked yet
Specs
Deployment	Not checked yet	Not checked yet
Our review
Pros	Household management and visual opportunity pipelines Workflow automation with Gmail and Outlook sync iOS and Android apps plus 150+ integrations	Configurable sales stages, process steps, and guided selling AI lead ranking, opportunity predictions, and next-best actions Offline mobile access with Outlook and Exchange synchronization
Cons	No free plan is available Basic includes one opportunity pipeline Enterprise pricing is custom	Pricing uses a contact-sales model rather than published plan tiers Enterprise process configuration may exceed the needs of smaller teams Named email integrations center on Microsoft Outlook and Exchange
Our verdict	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 →	Pega CRM is an enterprise customer relationship management suite from Pegasystems, combining sales automation, customer service, marketing integration, and real-time decisioning. It is aimed at large organizations that need configurable… Read the review →

Strengths and trade-offs

• 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

• Pega CRM — where it wins

  • Configurable sales stages, process steps, and guided selling
  • AI lead ranking, opportunity predictions, and next-best actions
  • Offline mobile access with Outlook and Exchange synchronization

  Where it doesn't

  • Pricing uses a contact-sales model rather than published plan tiers
  • Enterprise process configuration may exceed the needs of smaller teams
  • Named email integrations center on Microsoft Outlook and Exchange

• Wealthbox8.6/10 · 14-day trial

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

  Visit WealthboxFull verdict →
• Pega CRM8.5/10 · Pricing on request

  A configurable CRM suite for large teams managing complex sales and service processes.

  Visit Pega CRMFull verdict →