Plutosoft vs Wealthbox
Plutosoft
plutosoft.com.auWealthbox
wealthbox.comSide by side
| Figure | Plutosoft | Wealthbox |
|---|---|---|
| Price from | — | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 5 |
| Spec score · Financial Advisor Software | 6.7 (#30) | 8.5 (#6) |
| Founded | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| What it does | Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.