Advyzon vs Wealthbox
Advyzon
advyzon.comWealthbox
wealthbox.comSide by side
| Figure | Advyzon | Wealthbox |
|---|---|---|
| Price from | — | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 0 | 5 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 8.5 (#6) |
| Spec score · Financial Services CRM Software | 7.8 (#16) | 8.5 (#10) |
| Founded | 2012 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Chicago, Illinois | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Mobile app | The product navigation identifies a Client Portal and Mobile App. | Yes |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Advyzon
Advyzon is a wealth management technology platform for advisory firms, bringing portfolio management, reporting, billing, CRM, document management, rebalancing and client access tools together. Firms can generate branded reports from performance, allocation and trading data, schedule them, and share them through a client portal. Portfolio oversight includes business intelligence, investment strategy management and automated alerts. The CRM gathers client activity, tasks, opportunities, workflows, alerts, communications and relationship history in one view; Microsoft 365 and Google Workspace integrations connect emails and meetings to client records. The Quantum rebalancer provides nine rebalancing and trading modes, tax-loss harvesting, cash management and multi-custodial trading. Document controls include WORM-compliant storage, audit trails, role-based permissions and retention choices of 3 years, 6 years or Lifetime. Clients can view customized reports on performance, transactions, unrealized gains or losses and projected cash flow through a branded portal and mobile app. Goals-Based Investing supports goal creation, scenario modeling, portfolio alignment, proposals and progress monitoring; full financial planning is described as coming soon. Pricing is on request.