---
description: Compare Wealthbox vs equisoft/connect regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Wealthbox vs equisoft/connect Comparison
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Wealthbox \<span\>vs\</span\> equisoft/connect](https://www.softwareadvice.co.uk/compare/220273/303382/wealthbox/vs/equisoft-connect)

# Compare Wealthbox vs equisoft/connect

Canonical: https://www.softwareadvice.co.uk/compare/220273/303382/wealthbox/vs/equisoft-connect

> Detailed comparison between Wealthbox and equisoft/connect. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Wealthbox | equisoft/connect |
| **Overall rating** | 4.7/5 | 1.7/5 |
| **Total Reviews** | 145 | 3 |
| **Starting Price** | US$59.00 | CA$89.00 |
| **Free Trial** | Yes | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base | Email/Help Desk, Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation |

## Key features

### Wealthbox

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Customer Database
- Customisable Reports
- Document Management
- Email Management
- Email Templates
- Lead Management
- Mobile Access
- Pipeline Management
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management

### equisoft/connect

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Customer Database
- Customisable Reports
- Document Management
- Email Management
- Email Templates
- Lead Management
- Mobile Access
- Pipeline Management
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management

## Links

- [View Wealthbox Profile](https://www.softwareadvice.co.uk/software/220273/wealthbox)
- [View equisoft/connect Profile](https://www.softwareadvice.co.uk/software/303382/equisoft-connect)
- [View Original Comparison](https://www.softwareadvice.co.uk/compare/220273/303382/wealthbox/vs/equisoft-connect)

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