PreciseFP vs. Wealthbox Comparison


PreciseFP Spectrum Input	Wealthbox Starburst Labs	+	+
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About Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.	About We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies searching for a solution to collect client financial data	Audience Financial advisors that need a CRM solution to improve and manage all their operations
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $60 per month Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Spectrum Input Poland precisefp.com	Company Information Starburst Labs United States www.wealthbox.com
Alternatives Portal	Alternatives Altitude CRM
MyPlanMap	Dremio
InvestWell Excel Net Solutions	Strad Pro
Boast Image	BITA Risk corfinancial
Bonsai View All	FinBursa 360 FinBursa Technologies Ltd View All
Categories Forms Automation Supported	Categories Family Office Supported Financial CRM Supported
Show More Features Forms Automation Features Approval Process Control Not Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Not Supported Text Editing Not Supported Version Control Supported
Integrations Chief Supported FP Alpha Supported MoneyGuide Supported Motileo Supported Zapier Supported Chat Agents Not Supported Desktop.com Not Supported Easyflow Not Supported ElectroNeek Not Supported Mimasa AI Not Supported Moneytree Not Supported MyRepChat Not Supported Nitrogen Not Supported Quickwork Not Supported Raklet Not Supported Riskalyze Not Supported Simplii Not Supported Strety Not Supported Wealth.com Not Supported Wufoo Supported Show More Integrations View All 7 Integrations	Integrations Chief Supported FP Alpha Supported MoneyGuide Supported Motileo Supported Zapier Supported Chat Agents Supported Desktop.com Supported Easyflow Supported ElectroNeek Supported Mimasa AI Supported Moneytree Supported MyRepChat Supported Nitrogen Supported Quickwork Supported Raklet Supported Riskalyze Supported Simplii Supported Strety Supported Wealth.com Supported Wufoo Not Supported Show More Integrations View All 34 Integrations
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