Wealthbox vs WealthScan
A modern CRM for financial advisors. Here's an honest look at where each platform shines and how to decide.
What Wealthbox is
Wealthbox is a CRM built for independent RIAs — contacts, workflows, opportunities, and email integration in one place.
Where Wealthbox shines
- Mature CRM workflows, pipelines, and tasks built for advisors.
- Deep integrations with Redtail data, calendar, and email.
- Strong activity stream and team collaboration features.
Best for: RIAs whose primary need is a CRM for managing pipeline and activities.
Where WealthScan is different
- WealthScan starts with the household balance sheet, not the contact record — your CRM data is anchored to a live financial picture.
- Clients own their own portal in WealthScan and can invite their CPA and estate attorney into the same view.
- WealthScan includes a conversational fact-finder that adapts in real time, so you walk into the first meeting with a populated dashboard.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
FAQ
Is WealthScan a Wealthbox replacement?
Not exactly. Wealthbox is a CRM; WealthScan is a coordinated financial command center for the client and their triad of pros. Many advisors run both — WealthScan as the client-facing source of truth, Wealthbox for internal pipeline.
Can clients log in to Wealthbox?
Wealthbox is primarily an advisor-side CRM. WealthScan gives every household a free, client-owned portal where they can also invite their CPA and estate attorney.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.