---
description: Compare equisoft/connect vs Wealthbox. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: equisoft/connect vs Wealthbox Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [equisoft/connect \<span\>vs\</span\> Wealthbox](https://www.capterra.ca/compare/158099/175666/kronos-finance/vs/wealthbox)

# Compare equisoft/connect vs Wealthbox

Canonical: https://www.capterra.ca/compare/158099/175666/kronos-finance/vs/wealthbox

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

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## At a Glance

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

## Best for

### equisoft/connect

Designed for financial advisors, it is a customer relationship management solution that helps view clients' insurance policies, investment portfolios, contact records, and more.

### Wealthbox

Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.

## Key features

### equisoft/connect

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

### Wealthbox

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

## Links

- [View equisoft/connect Profile](https://www.capterra.ca/software/158099/kronos-finance)
- [View Wealthbox Profile](https://www.capterra.ca/software/175666/wealthbox)
- [View Original Comparison](https://www.capterra.ca/compare/158099/175666/kronos-finance/vs/wealthbox)

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