AdvisorEngine vs Wealthbox

Plaid

Dynamo Software

Allvue

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

Dynamo Software is a cloud-based, AI-powered investment management platform for GPs, LPs, and service providers. With built-in automation and configurable reporting, it streamlines front-to-back-office needs for CRM, investor relations, portfolio management, fund accounting, to compliance.

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

Access Controls/Permissions

Accounting

Activity Dashboard

Alerts/Notifications

Approval Process Control

Asset Lifecycle Management

Billing & Invoicing

Budgeting/Forecasting

Cash Flow Management

Cash Management

Channel Management

Client Management

Client Portal

Compliance Management

Compliance Tracking

Contact Management

Customer Database

Customer Engagement

Customizable Reports

Data Import/Export

Data Visualization

Document Management

Expense Tracking

Fee Management

Financial Analysis

Financial Management

Forecasting

For Investment Advisors

For Investors & Traders

Fund Management

General Ledger

Income & Balance Sheet

Interaction Tracking

Investments Tracking

Lead Management

Mobile Access

Modeling & Simulation

Performance Management

Performance Metrics

Portfolio Management

Portfolio Rebalancing

Profit/Loss Statement

Real-Time Data

Real-Time Reporting

Relationship Tracking

Reporting/Analytics

Reporting & Statistics

Risk Management

Search/Filter

Workflow Management

AdvisorEngine

Web-based

Android

iPad

iPhone

Basic

Client Relations Associate

In switching to the Cloud version, we were hoping to mitigate issues we see when we had network failure, more security and increased data storage volume.

Office Manager/Executive Assistant

Being able to have detailed workflows, with built in prompts and notes, to keep our processes running efficiently and effectively is priceless.

Executive Assistant

I have also experienced difficulty reaching anyone at customer service in the past - but that issue seems to have been remedied.

Technical Support Specialist

There are many features that we used in desktop that either didnt get brought over to Cloud or are more difficult to figure out how to use in Cloud.

Principal

It's integration with our other client-related software is lacking

The Laser App integration is also super helpful - such a time saver!

Once you figure out how to navigate the software it isn't bad.

Director of Finance

Can be clunky to use when you are first getting started.

Ease of Use

Integrations

User Interface

Security and Access Control

Pricing

Customer Support

Small Business

Freelancers

Large Enterprises

Mid-size Business

Redtail CRM

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Maximizer CRM

Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

eWay-CRM

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. 

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.

Activity Tracking

Calendar Management

Calendar Sync

Campaign Management

Collaboration Tools

Customizable Fields

Drag & Drop

Email Management

Email Marketing

Email Templates

For Financial Institutions

Lead Capture

Pipeline Management

Task Management

Template Management

Third-Party Integrations

Wealthbox

Windows

Linux

Chromebook

Zoho CRM

HubSpot CRM

Less Annoying CRM

Dolibarr

Pipedrive

Apptivo

Sage Sales Management

Premier

Enterprise

Operations Manager

System can be glitchy at times and require weekly data browser cache clearing to maintain functionality.

Easy to use and configure to your organizational needs.  

Senior Planner

The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals.

Advisor

Wealthbox has really helped us pull together a wide variety of information about our clients in one central hub that we can connect with our document storage, investment, and planning software.

President

Being able to keep track of conversations and notes, creating workflows so I don't miss a step in bringing clients on board, and the email templates that help save time so I don't have to write them over and over again.

Financial Planner

I am a huge fan of their simple interface and the way they’re integrated with Zapier so they can work seamlessly with other crucial apps in my business process such as an email parser to extract and auto load leads, my VOIP to make a note whenever I have a client phone call, and whenever I collect data from new clients in PreciseFP.

There are a couple of functionality tweaks (such as how information is plugged in), that does not permit as many customizations as would be ideal as well as mass updating tasks rather than onesy twosie updating the due dates or assigned to segments.

The software also integrates with most of the other software applications we use including our custodian's (TD Ameritrade) platform and our portfolio management platform (Orion).

Assoc Financial Advisor

easy navigation, easy UX, access to client history

The activity stream for client records gets very jumbled as tasks are logged in the stream when created & completed so repetitive information tends to clog up the stream.

Financial advisor

The API integrations that we can use to generate entire workflows ensures that everyone is productive and that nothing falls through the cracks.  

Financial Advisor

This is my CRM and it allows me to keep track of clients and activities without having a lot of functionality that I don't need.  

We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney.

Marketing Associate

I can task myself; I can task other people to complete something imperative and direct to their natures; I can book my schedule and work with others around theirs.

It's been an excellent CRM solution for workflows, logging notes, setting follow-ups, and housing client data.

Freelancer 

I can communicate more with my advisor and solve many problems with less time

The biggest complaint is that for a husband/wife, I have to enter their address twice rather than having the ability to add an address for the household and let it flow down.

I also wish it would automatically enter client information when I create a client profile on my broker-dealer (Cetera) platform, AdviceWorks.  

I wish there was a client service call center, I have colleagues who have monthly calls with Redtail to stay up on the latest from them and expand their knowledge and use of the software.  

customizable reports aren't intuitive for me

very good, started fresh easy to figure out next best steps

Director of Operations

Also, I always found it a bit of a headache that while you can search note content, it does not include searching replies to notes, events, and tasks.

There are limited integrations & features, and we've had to brainstorm several workarounds to accomplish what's needed for reporting & day to day use for our firm.

Tax and Financial Planner

They are constantly updating so you can suggest features.

Client Service Associate

We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.

Advisor/partner

I enjoy the ability to create tasks for team members, coordinate in opportunities and set reminders.

We typically review notes from several client meetings, and need to have date- based and topic- based subsets.  

Owner

I'm able to efficiently keep up with all my client notes, projects, due dates, etc.

I also dont like the limited timing allowed on work flows.   If I complete a workflow sometimes waiting until the next day for the next WF step is too late.  

Wealthbox is user friendly with visual identifiers using both icons and color-coding to represent various activities.

The reporting system is very customizable but there’s no way to automatically have reports run and automatically emailed to me.

I use it every day and find it a great place to track the status of tasks/projects and contact information.

It is a great platform with a wide selection of integral-to-my-life features that keep me coming back many times an hour, every day of the working week.

Founder, Financial Planner

It's basic features like notes, tasks, and calendar are simple and intuitive compared with other CRMs.   

Administrative Assistant

The only feature I do not like is the "head of household" feature and how it displays the spouse and children.

I still need to add on other programs in order to accomplish everything I do for my clients, but I am hoping that Wealthbox will be able take over some of those functions in the future.

Founder, CEO and Financial Advisor

It connects with many other software providers to help aggregate important financial data in an intuitive way.

Wealth Advisor

Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.  

Assistant

This system has been very helpful in keeping notes and information on our clients for current and future meetings.

Relationship Manager

It also allows us to have most of the suitability information required by our firm.

The connection with Gmail really enhanced the value of the product as it reduces steps in the email process.

We utilize the opportunity stage function her for tacking new or potential business in the pipeline.   

I like how Wealthbox is a centralized location for so much of our firm and so much of my life alike. When I am working, this software is always lulling in the background somewhere.

Our small but mighty 3 person fee-only RIA transitioned to Wealthbox in November 2020 after an abrupt closure of our prior CRM we had been on since 2015.

Certified Financial Planner

It matched my needs as I wanted something that I could tailor to meet my needs in a database.  

When I send an email from Wealthbox, it doesn't show the sent history from Gmail.

Certain features are unavailable and although promises made to add, change or include requests in future, it rarely happens.

I would also incorporate suggested or sample workflows for initial users to get an idea of how to incorporate into their practice.

AdvisorEngine vs Wealthbox Comparison (2026)

AdvisorEngine

Wealthbox

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives