CRM Software
Wealthbox CRM
Wealthbox CRM is a web-based customer relationship platform for financial advisors, wealth management firms, broker-dealers, and related advisory organizations.
$59 per user / monthTechZella Directory
Financial Planning Software in 2026
List of Financial Planning Software | Last updated: September 7, 2026
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Financial Planning Software
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | Wealthbox CRM | Wealthbox CRM is a web-based customer relationship platform for financial advisors, wealth… | 8.5/10 | — | $59 per user / $75 per user |
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Financial Planning Software in 2026