HaloPSA vs Wealthbox: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Wealthbox to help you choose the right tool for your business.
Last updated: November 2026
HaloPSA
7.1/10
HaloPSA is a professional services automation platform for managed service providers and IT service teams. It combines ticketing, projects, time tracking, billing and reporting.
Wealthbox
6.7/10
Wealthbox is a web-based CRM for financial advisors and wealth management firms, covering households, workflows, pipelines and custodial integrations.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.7/10 |
| Analytics | 7/10 | 6/10 |
| Cost | 5/10 | 5/10 |
| Customization | 9/10 | 6/10 |
| Ease of Use | 5/10 | 9/10 |
| Integration | 8/10 | 8/10 |
| Scalability | 8/10 | 6/10 |
| Security | 9/10 | 7/10 |
| Support | 7/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $65/user/mo Basic |
| Estimated cost for 10 users | Contact for pricing | $650/mo Basic |
| Features | ||
| Built-in Calling | Not listed | |
| Collaboration | Not listed | |
| Contact Management | Not listed | |
| Integrations | Not listed | |
| Marketing Automation | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
| Reporting & Analytics | Not listed | |
| Sales Automation | Not listed | |
| More features | ||
| Scheduling | Not listed | |
| Client collaboration | Not listed | |
| App integrations | Not listed | |
| Task management | Not listed | |
| Time tracking | Not listed | |
| Workflow automation | Not listed | |
| Dashboards | Not listed | |
| Reporting | Not listed | |
| Knowledge base | Not listed | |
HaloPSA vs Wealthbox cost by team size
| Team size | HaloPSA | Wealthbox |
|---|---|---|
| 1 user | Contact for pricing | $65/moBasic |
| 5 users | Contact for pricing | $325/moBasic |
| 10 users | Contact for pricing | $650/moBasic |
| 25 users | Contact for pricing | $1,625/moBasic |
| 50 users | Contact for pricing | $3,250/moBasic |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose HaloPSA
- Higher Customization score (9/10 vs 6/10)
- Higher Scalability score (8/10 vs 6/10)
- Better fit for enterprise (7/10 vs 4/10)
- Better fit for mid-market (8/10 vs 6/10)
Why choose Wealthbox
- Higher Ease of Use score (9/10 vs 5/10)
- Better fit for freelancers (5/10 vs 2/10)
Pros & Cons
HaloPSA
Pros
- One per-agent plan includes every module and the AI features, with no paid add-ons.
- Portal customers and end users are free, so client collaboration does not add licence cost.
- More than 250 integrations, including accounting and RMM tools, are included at no extra charge.
- Broad compliance coverage includes ISO 27001, SOC 2 Type II, FedRAMP and HIPAA, plus SSO and audit logs.
- Reviewers describe the browser interface as modern and fast.
Cons
- Reviewers say the configuration menus are convoluted, and a consultant is often needed to get the most out of it.
- A paid onboarding package is mandatory and its price is not published.
- The project features are oriented toward IT service delivery rather than complex professional services projects.
- Some users report slowness and weaker calendar, notification and stock-control features.
- Per-agent costs add up for larger teams.
Wealthbox
Pros
- Reviewers on G2 and SmartAsset say advisors can learn it with little training.
- More than 150 integrations with advisor tools such as Schwab, Fidelity, Orion and Addepar, plus Zapier.
- Has its own SOC 2 Type II audit, encrypts data at rest and supports two-factor authentication.
- Per-user pricing keeps costs down for small teams, and AI agents come with every plan.
- Data migration help and onboarding support are available.
Cons
- There is no phone support. Help comes only through tickets, which is a frequent complaint in reviews.
- Workflows, email sync and custom dashboards are only on the higher tiers.
- AI Notetaker and Vault cost extra per user.
- It is built for financial advisors, so it fits general sales teams poorly.
- Some reviewers want more native integrations.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our CRM criteria: 7.1/10 against 6.7/10 for Wealthbox. The largest gap is in Ease of Use: 5/10 for HaloPSA and 9/10 for Wealthbox.
No, neither HaloPSA nor Wealthbox lists a free plan.
HaloPSA is the better fit for enterprise: we rate it 7/10 for them, against 4/10 for Wealthbox.
