Wealthbox vs Worksorted
Wealthbox
wealthbox.comWorksorted
worksorted.comSide by side
| Figure | Wealthbox | Worksorted |
|---|---|---|
| Price from | $59/mo | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 1 |
| Spec score · Financial Advisor Software | 8.5 (#6) | 7.3 (#26) |
| Headquarters | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. | Adelaide, South Australia, Australia |
| Integrations | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. | Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. |
| Support | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. | Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Worksorted
Worksorted brings client management, workflow, compliance, revenue and practice operations into one platform for Australian financial advice businesses. It is designed for licensees, licensed practices and self-licensed practices. Client profiles can hold contact details, relationships, activity, revenue, documents and service information. Teams can manage repeatable work with jobs, tasks, checklists, templates and automated reminders. Revenue tools cover once-off and recurring billing records, adviser remuneration, referral payments, splits, reporting and forecasting. Compliance functions include audit trails, service obligations, renewal dates, consent records and electronic signing. Reusable document templates can use stored client data. Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit; an API can connect custom applications and internal systems. The Worksorted App provides access to jobs, clients and practice activity away from a desk. It runs on Android, iOS and the web. Pricing is on request, and a 14-day trial includes full platform access, Australian support and training resources.