Business Software for Wealthbox
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Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, organization size, organization type, region, user reviews, integrations, and more. View and sort the products and solutions that match your needs in the results below.
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1
Shift
Shift Technologies Inc.
Shift is a fully customizable browser where you can drag and drop apps, bars, and controls to create a central hub that adapts to however you work. Integrate 1,500+ apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. Shift is also proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features: - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on. - Shift AI: A built-in AI assistant to help you work smarter across every tab and appStarting Price: Free -
2
Intulse
Intulse
Intulse is a business VoIP provider offering hosted/cloud VoIP services for businesses. Managed VOIP phone systems with speed, flexibility, and more for small & large businesses in the USA. Intulse was founded in 2015 to help businesses that were stuck using old communication systems that only did a little but cost a whole lot find a better solution to meet their needs. Intulse’s VoIP UCaaS (Unified Communication as a Service) solutions are designed to increase productivity through the Intulse App, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings, unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and service.Starting Price: $26.00/month/user -
3
Axis LMS
Atrixware
Axis LMS is a powerful, flexible learning management system built for businesses that take training seriously. Whether you’re onboarding employees, managing certifications, or delivering compliance training, Axis LMS makes it easy with automation, customization, and robust reporting. Designed for real-world use, it supports video, SCORM, quizzes, surveys and much more - all in a responsive, mobile-friendly interface for users. With powerful admin tools and branding options, Axis LMS helps you create engaging learning experiences that scale with your organization, both online and virtual classrooms. Trusted by organizations of all sizes since 1997, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs.Starting Price: $169/month -
4
Mimasa AI
Mimasa AI
Mimasa AI is an Enterprise Agentic AI platform for building and deploying autonomous AI agents and intelligent workflows that automate complex business processes. It connects with ERP, CRM, databases, spreadsheets, documents, APIs, and other enterprise systems, allowing AI agents to analyze data, make decisions, execute actions, and collaborate with humans when approval is required. The platform includes AI Agent Builder, workflow automation, data intelligence, dashboards and reporting, document processing, Vision AI, enterprise integrations, human-in-the-loop controls, and Gosthi collaboration. Organizations can automate finance, sales, reporting, market intelligence, manufacturing inspection, document workflows, and other operations without replacing their existing systems.Starting Price: $29/month/user -
5
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
6
Zapier
Zapier
Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.Starting Price: $19.99 per month -
7
ElectroNeek
ElectroNeek Robotics
ElectroNeek is an automation platform that combines AI agents, intelligent document processing, and RPA to automate business processes end to end. Teams build workflows in Studio Pro, a visual drag-and-drop editor with ready-made activities for web and desktop apps, Excel, email, PDFs, databases, and APIs, plus reusable subprograms to keep complex automations organized. IntelliDocs uses AI to extract and validate data from invoices, purchase orders, IDs, and other documents, then passes it directly into your workflows. AI agents add reasoning to bots so they can classify requests, make decisions, and handle exceptions that rule-based automation can't. Bot Runner executes automations attended or unattended on any machine, and Orchestrator lets you schedule, monitor, and manage bots and licenses from one web console. ElectroNeek serves enterprises, mid-market companies, and service partners who deliver automation to their own clients. -
8
Smith.ai
Smith.ai
Smith.ai is a leading provider of 24/7 virtual receptionist services, combining artificial intelligence with live, North America-based agents to deliver exceptional customer engagement. Their offerings include call answering, lead qualification, appointment scheduling, and payment collection, all tailored to meet the unique needs of businesses across various industries. By integrating with popular CRM and calendar systems, Smith.ai ensures seamless communication and efficient client management. Their AI-driven technology enhances service accuracy and responsiveness, while human receptionists provide a personalized touch, resulting in improved client satisfaction and increased lead conversion rates. With transparent pricing and customizable plans, Smith.ai offers scalable solutions designed to help businesses grow and succeed.Starting Price: $140/month -
9
Desktop.com
Desktop.com
Desktop.com lets you set up the ultimate online HQ for yourself or your team. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization.Starting Price: $5 per user per month -
10
Integrately
CompanyHub
Integrately helps you in automating your manual tasks in just a click. It is built for business, professionals and owners who wish to automate their processes quickly and easily. No need to hire coders! Just select your apps and choose from over 250K+ ready to use 1 click integrations and activate them and you are good to go! With Integrately, you can integrate apps like Salesforce, Google, Hubspot, and Facebook to move your data automatically and thus save your precious time and money. Search from 250,000+ fully ready integrations, and activate them in 1 click! Ready mappings, no steps to perform, nothing to learn, isn't that awesome? Send marketing leads to your CRM. Add your leads/purchases to spreadsheet. Update meetings in CRM & Google calendar. When Deal is won, notify via Email/Slack. Automatically create invoices in Quickbooks. Integrately has zero learning curve, you can connect your apps in next 5 minutes.Starting Price: $15 per month -
11
Levitate
Real Magic
Levitate is a relationship marketing platform that helps businesses and organizations communicate authentically at scale. The platform combines email, social media, texting, websites, handwritten cards, surveys, reviews, AI assistance, and dedicated success specialists. Teams can use Levitate to stay in touch with clients, donors, prospects, referral sources, volunteers, and other important contacts through personal-feeling outreach. Its AI assistant helps create, rewrite, and improve emails, social posts, and other content while keeping communication natural and on-brand. Levitate also supports online presence, review generation, Client Happiness Score tracking, and integrations with tools such as Zapier, Wealthbox, MyCase, Clio, and DonorPerfect. Built for relationship-driven teams, Levitate helps users build lasting connections, generate engagement, and turn consistent communication into measurable business results.Starting Price: $349 per month -
12
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
13
Easyflow
Easyflow
Connect apps, analyse data, create automated processes and memorable KPI dashboards that work exactly how you want. It's a drag-and-drop solution, no development skills required! Start solving the most common integration challenges. Build your automation workflow on a single screen and connect multiple apps without needing to write a single line of code. Create simple one-to-one automations or multi-app workflows within minutes. Control and organise your data flow using conditional logics, time delay, data formatting, data filtering, function expressions and more. Build automation and integrations at lightning speed. Drag & drop interface, zero coding required. Simple, multi and advanced steps including conditional, parallel and loops. Empowering everyone in your organisation to quickly make data-driven decisions that drive strategic actions. Drag and drop interface. Choose from wide collection of chart types including line, bar, pie, area, gauge charts and many.Starting Price: $9 per month -
14
Strety
Strety
We are the EOS® software that people LOVE. Officially licensed by EOS Worldwide, beloved by thousands of customers and hundreds of EOS Implementers, Strety is built to support a pure EOS implementation and help you do more — all in one platform. Why is Strety the best software for running on EOS®? • Foundational EOS® tools (likeV/TO, Accountability Chart, People Analyzer Agendas, Rocks, Scorecards, Issues, and To Dos) PLUS • Project management — bridge the strategy-execution gap with in-platform project management directly tied to your EOS implementation • Playbooks — document process, culture, and policies where you run your EOS implementation • Performance management — run 1:1 meetings, reviews, Quarterly Conversations, and manage it all in the HR Center • Surveys — eNPS, Pulse Check, Organizational CheckUp, Culture CheckUp, and custom surveys help you stay on top of people trends Learn more about Strety (or start your free trial) on our websiteStarting Price: $13/user/month -
15
KonnectzIT
KonnectzIT
Choose the authorized applications from our integration library. Configure the actions and fields using flow builder to start the sync. Communication will start between the apps and KonnectzIT will take care from here. Is your day got munched by regular daily tasks that are simple but time-consuming? Can’t do other important work because you need to put your time & effort into these simple tasks? Looking for an easy but effective to save your time, money, and effort? Use our drag & drop visual builder and instantly connect the application to sync the data between them. It will save you a lot of hours in a day depending on the automation volume. The larger the connections, the larger the time spent daily. Connect the applications and automated unlimited tasks easily and simply using a visual connect builder. No matter how complex your workflow is, our builder will help you to visualize the automation setup while configuring the tasks.Starting Price: $10 per month -
16
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
17
Zocks
Zocks
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.Starting Price: $67 per user per month -
18
Nango
Nango
Nango is the most comprehensive product integration platform, enabling developers to ship integrations with over 300 APIs in hours. It abstracts away API specificities through pre-built integrations, developer tooling, and UI components. With Nango, you gain full control over the code and access to external APIs, allowing you to build exactly the integrations your customers need as if you were building in-house. The platform offers built-in support for all authorization types and quirks, a single interface with your own data models, and seamless UIs for best-in-class integration experiences. Developer tools are configured per API, handling pagination, rate limits, and more. Nango also provides an AI co-pilot trained on hundreds of integrations to assist in building custom solutions. For those requiring expert assistance, Nango offers access to API experts and an integrations service where Nango engineers build custom integrations for you.Starting Price: $250 per month -
19
Hubly
Hubly
Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.Starting Price: $75 per month -
20
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
21
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
22
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
23
Chat Agents
Chat Agents
Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.Starting Price: $249 per month -
24
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
25
MyRepChat
MyRepChat
Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you. Scheduled, automated, and efficient client communication — leaving you more time to do what you do best. We communicate directly with your compliance department, ensuring your messages are properly monitored and retained. Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM. You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed! If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice. -
26
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
27
Quickwork
Quickwork
Enterprises use Quickwork to build simple and complex workflows, create and publish secure APIs, and manage conversational interactions with customers, employees, and partners to provide a great user experience. Quickwork provides an all-in-one platform with the tools and services you need to build powerful & scalable integrations, serverless APIs, conversational experiences, and a lot more. Simply drag and drop the applications you wish to use to build powerful integrations without writing a single line of code. Choose from 1,000s of business, consumer, AI, analytics, messaging, and IoT apps to create an automated workflow you can imagine. Convert any workflow into an API with Quickwork’s single-click API management. Share your APIs securely with built-in authentication mechanisms and scale elastically with our serverless infrastructure. Build and manage real-time conversational and messaging workflows with human agents, chatbots, and IoT devices across multiple channels.Starting Price: $20 per month -
28
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
29
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
30
Motileo
Motileo
Motileo is a sales performance and team engagement platform that uses gamification to transform everyday business activities and KPIs into competitive, motivating experiences designed to improve productivity and results. It connects directly to existing tools such as CRM systems and automatically pulls key performance indicators like calls made, meetings booked, deals closed, or revenue generated, converting these metrics into real-time competitions, achievements, and progress tracking for individual team members and entire departments. Motileo introduces game-like mechanics into the workplace by turning targets into achievements, milestones, and missions that guide employees toward measurable outcomes while keeping them engaged in the process. Teams can participate in customizable competitions or one-on-one battles that spark friendly rivalry and encourage consistent effort, while automated recognition systems reward users with points or coins that can be redeemed.Starting Price: €25 per month
