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SPECIFICTION
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intelliflo office vs Wealthbox

intelliflo office

intelliflo.com

Wealthbox

wealthbox.com

Side by side

Figureintelliflo officeWealthbox
Price from—$59/mo
Free plan——
Free trial—Yes
Open source——
WebYesYes
iOS—Yes
Android—Yes
APIYesYes
Plans published15
Spec score · Financial Advisor Software7.2 (#27)8.5 (#6)
HeadquartersLondon, UKA 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence.
IntegrationsThe intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools.Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars.
SupportCustomers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400.The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support.

Plans

intelliflo office

  • intelliflo officePriced on request

intelliflo office pricing →

Wealthbox

  • Basic$59 a month
  • Pro$75 a month
  • Premier$99 a month
  • EnterprisePrice not published
  • EnterprisePriced on request

Wealthbox pricing →

In their own words

intelliflo office

intelliflo office has no write-up on Specifiction yet; its figures are above.

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Wealthbox

Wealthbox has no write-up on Specifiction yet; its figures are above.

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