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quipp vs Wealthbox

Get More Done With Your Clients for Less

A financial advisor CRM should help you manage your practice, not add another layer of work to it.

Wealthbox is a well-known CRM but when it comes to collecting information directly from clients, managing file sharing and keeping client-facing work moving, you may need additional configuration or connected tools.

With quipp, those everyday client workflows are already part of the experience.

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And you don’t have to pay more to get it.

quipp brings client relationship management, onboarding, file sharing, activity records and task management into one workspace, with a connected experience for your clients.

  • Lower starting price

    US$42 per seat/month compared with Wealthbox's US$59.

  • Built-in client workflows

    Onboarding forms, file sharing, client tasks and progress tracking.

  • Support when you need it

    24/7 customer support, access to product experts and assisted onboarding.

  • More value for clients

    The option to gift quipp's personal budgeting features to the people you advise.

Whether you’re choosing your first financial advisor CRM or considering moving from Wealthbox, quipp gives you a compelling alternative.

Spend Less Time Gathering. More Time Advising.

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Why choose quipp over Wealthbox?

Because managing a client relationship should involve more than keeping a record of what happened.

Typical CRM setup

Wealthbox and connected tools

  • Several processes to gather client information
  • Onboarding often relies on integrations and extra configuration
  • More tools to choose, manage and pay for

Works well for tracking activity, but client-facing work often means more setup and more tools.

With quipp

One connected client workspace

  • Profile, forms, files, activity and tasks in one workspace
  • Request what you need and give clients clear actions
  • Track progress without rebuilding processes across tools
  • Personal finance features keep clients engaged between meetings

The result is a more connected experience for you and your clients.

Feature comparison

quipp vs Wealthbox

quipp has a unique and seamless approach to how you work with your clients.

quipp compared with Wealthbox CRM
FeaturequippWealthbox CRM
Client relationship managementClient profiles, household details, notes and activity recordsContact records, households, notes and activity history
Client onboardingBuilt-in forms for collecting client informationSupports onboarding workflows; client-facing collection may involve configuration or integrations
File storage and sharingBuilt-in file storage, client uploads and secure file sharingBuilt-in file storage; broader sharing processes may involve connected tools
Task managementTasks for planners and clients, with reusable templates and progress trackingCRM tasks, reminders and workflow automation
Client follow-throughClients complete assigned actions through their quipp experienceInternal workflow tracking; client-facing processes depend on setup
Financial contextShared client financial information with forecasting toolsFinancial context and planning-related capabilities through supported integrations
Additional client benefitsOption to gift personal budgeting featuresCRM-focused professional offering
Starting price (USD)US$42 per seat/monthUS$59 per user/month
Free optionFree Forever14-day free trial
Getting startedSelf-service setup, product experts and assisted onboarding if requestedSelf-service trial and guided onboarding

The difference is the experience you’re buying.

Wealthbox provides a CRM and ways to extend its capabilities.

quipp brings essential client-management and client-facing workflows together at a lower starting price.

For independent planners who regularly collect information, share files and follow up on client actions, that’s an advantage worth exploring.

01

Keep client relationships and ongoing work in one place

Your clients don’t exist as isolated contact records. Every relationship involves conversations, information, activities and actions that need attention. quipp gives you a central place to manage them.

Open a client profile to see the information associated with that relationship, including household details, notes, activity records, files, forms and tasks. The Activity module also helps you keep track of relevant work and interactions across your practice.

Instead of navigating separate processes to understand what has happened with a client and what needs to happen next, you can work from the same professional workspace. And when your client has something to complete, you can assign the action and track its progress.

Less administrative coordination. More visibility into the work that matters.

02

Make onboarding and file sharing part of your everyday workflow

Client onboarding shouldn’t become an endless exchange of emails, attachments and reminders. You need information. Your client needs a simple way to provide it. Both of you need to know what’s outstanding.

quipp brings those activities together.

  • Collect information with built-in forms

    Create onboarding questionnaires and information requests without building a separate collection process.

    Assign forms to clients, monitor their progress and use them again when updated information is needed.

  • Store and share files securely

    quipp includes file storage and file sharing.

    Request supporting files, receive uploads directly from clients and access those files alongside the relevant client relationship. You don't have to rely on scattered email attachments to keep track of what has arrived.

  • Keep the process moving with tasks

    Use reusable templates for common client requests.

    Assign actions, track completion and see which tasks are outstanding or overdue.

Wealthbox

Wealthbox can support onboarding and follow-up activities through its own workflows and connections with external applications. But those client-facing arrangements may require additional configuration.

quipp

With quipp, forms, file sharing and client tasks are built into the professional experience.

03

Turn client follow-ups into completed work

A reminder is useful. But knowing that something needs to happen isn’t the same as giving your client an easy way to do it.

Imagine preparing for an annual review with 40 clients. For each relationship, you need updated financial details, a few supporting files and confirmation of outstanding actions. That’s a lot of emails, reminders and administrative coordination if the process isn’t organised.

With quipp, you can create a repeatable annual-review checklist and assign it to your clients. Clients work through the assigned items, while you monitor progress from your workspace. You can see what has been completed, which items need attention and where follow-up is necessary.

The same approach can be used for onboarding, periodic reviews, tax-season information gathering and other recurring activities. Rather than rebuilding the process every time, you can use templates and keep client actions organised.

That’s the kind of workflow a CRM should make easier—not just something it should remind you to do.

Annual client review checklist

2 of 4 complete
  1. Complete your financial information update.
    Completed
  2. Share your latest account statements.
    Completed
  3. Confirm changes to your household circumstances.
    Due Today
  4. Review outstanding recommendations from our last meeting.
    Pending
04

Better CRM value without unnecessary complexity

Not every financial-planning practice needs an extensive technology stack to manage its daily operations.

Wealthbox offers a broad CRM ecosystem, including advanced workflow automation, customisation and enterprise capabilities. But those capabilities aren’t automatically more valuable to every practice.

If your main priorities are keeping client information organised, collecting files, managing onboarding and following through on client actions, what matters is how easily you can get that work done.

quipp is designed around those practical needs.

You can manage client profiles, build forms, share files, assign tasks and track progress from a connected workspace.

You don’t need to introduce another system just to give clients a way to complete an onboarding form or an assigned task. And you don’t need an elaborate implementation project to begin organising client work.

Support that helps you get moving

Our goal is to make getting started straightforward, whether you prefer to explore the platform independently or have someone guide you through the process.

The right software should fit your practice—not make your practice revolve around the software.

  • 24/7 customer support for questions and assistance.
  • Access to a product expert when you want guidance or a walkthrough.
  • An onboarding partner on request for more hands-on setup support.
05

quipp vs Wealthbox pricing: A lower starting cost

quipp gives you a lower starting price for managing your clients and everyday practice workflows.

quipp pricing

MarketMonthlyAnnually
CanadaCA$59 per seatCA$650 per seat
United StatesUS$42 per seatUS$500 per seat

quipp also offers Free Forever, allowing you to get started without a paid subscription. Advanced client-workflow features are available through paid access.

Wealthbox CRM pricing

Wealthbox’s published US monthly pricing starts at:

Wealthbox planMonthly price
BasicUS$59 per user
ProUS$75 per user
PremierUS$99 per user
EnterpriseCustom

Why pay more if quipp already gives your practice the everyday workflows it needs?

Use quipp
06

Switch from Wealthbox to quipp with help from our team

Switching CRM software shouldn’t feel like starting your practice over. Whether you’re moving from Wealthbox or another CRM, quipp makes it easier to bring your client contacts into a new professional workspace and get working.

  1. Bring your contacts into quipp

    Import supported client-contact information and begin organising your relationships in quipp.

    You can then set up your forms, file-sharing workflows and recurring task templates around the way your practice operates.

    Seamlessly switch without assistance

  2. Get assisted onboarding complete in 3 days

    Want us to help you make the move? Our team offers assisted contact migration and workspace setup, with a three-day onboarding target once the information needed for your agreed setup has been provided.

    You can speak to a product expert and request a dedicated onboarding partner to guide you through the process. For practices with more complex existing systems, we’ll help establish the supported migration scope and a practical transition plan.

    Talk to a quipp product expert
07

Give your clients more than a CRM interaction

Financial planning doesn’t end when the plan is shared. Your clients still have to follow through with the plan provided. quipp gives you the opportunity to extend the value you provide after advice has been rendered.

Gift clients personal budgeting features

With quipp, you can sponsor access to personal budgeting features for your clients. That means you can offer useful money-management tools as an additional benefit of working with your practice.

Clients can create household budgets, track spending, work toward financial goals, and better understand their money, all through Budgety.

It’s a practical way to support clients who need help putting everyday financial decisions into action.

Your practice runs on quipp. Your clients engage through Budgety. Together, they create a more connected client experience

Bring more financial context into your conversations

quipp also gives planners access to financial information their clients choose to share. That can include relevant account information, household spending, budgets and other financial details available through the platform.

quipp also includes financial forecasting features covering areas such as cash flow, retirement and financial goals.

This information can make client conversations more informed and relevant. Instead of relying only on figures gathered at the last meeting, you have another way to understand a client’s financial circumstances.

Who should choose quipp over Wealthbox?

quipp is particularly well suited to independent financial planners and growing practices that want to:

  • Manage client relationships, activities, files and everyday tasks in one workspace.
  • Make onboarding and file sharing easier for clients.
  • Track client actions without chasing updates across separate systems.
  • Use repeatable workflows for reviews and recurring requests.
  • Spend less on their CRM
  • Get hands-on setup support when they need it.
  • Offer additional budgeting features to clients.

Frequently asked questions

Is quipp a good alternative to Wealthbox CRM?

Yes. quipp is a CRM and practice-management platform designed for independent financial planners. It combines client records, notes, activity history, onboarding forms, file storage and sharing, task management and financial context.

It also offers the option to gift personal budgeting features to clients.

Is quipp cheaper than Wealthbox?

Yes, at the published US monthly starting prices.

quipp's paid professional offering starts at US$42 per seat/month, compared with Wealthbox Basic at US$59 per user/month.

quipp also offers a Free Forever option.

Does quipp include onboarding and file sharing?

Yes. quipp includes client-facing onboarding forms, file storage, secure file sharing, task assignments and reusable templates.

You can collect information and files from clients while tracking their outstanding actions from your professional workspace.

Can I migrate my Wealthbox data into quipp?

You can bring supported client-contact data into quipp and get help setting up your new workspace.

For a more complex transition, our team can review your requirements and help plan the supported migration. Historical notes, completed workflows, stored files and other CRM records are not automatically transferred through contact import.

Can quipp help with onboarding?

Yes. quipp provides access to product experts and assisted onboarding, with a three-day target for supported contact migration and workspace setup once the agreed requirements are available.

You can request an onboarding partner for guided setup.

Does quipp provide customer support?

Yes. quipp offers 24/7 customer support, with product-expert assistance available when you need more detailed guidance.

Can I give quipp to my clients?

Yes. You can sponsor access to quipp's personal budgeting features for clients as an additional benefit.

Applicable subscription charges and entitlements determine which features are included.

Why pay more to manage the same everyday client work?

  • Client relationship management
  • Built-in onboarding
  • File sharing
  • Task management
  • Financial context
Get Started Free — quipp

Or talk to a product expert and see how quipp could fit your practice.