---
description: Side-by-side comparison of Wealthbox vs ProBuilt ERP. Learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Wealthbox vs ProBuilt ERP Comparison - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Wealthbox \<span\>vs\</span\> ProBuilt ERP](https://www.capterra.com.sg/compare/175666/1078224/wealthbox/vs/ProBuilt)

# Compare Wealthbox vs ProBuilt ERP

Canonical: https://www.capterra.com.sg/compare/175666/1078224/wealthbox/vs/ProBuilt

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

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## At a Glance

| Metric | Wealthbox | ProBuilt ERP |
| **Overall rating** | 4.7/5 | 5.0/5 |
| **Total Reviews** | 145 | 4 |
| **Starting Price** | US$59.00 | US$39.00 |
| **Free Trial** | Yes | 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, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base | Email/Help Desk, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Documentation, Videos |

## Best for

### Wealthbox

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

### ProBuilt ERP

Accounting&#10;CRM&#10;ERP&#10;Business Management

## Key features

### Wealthbox

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Mobile Access
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

### ProBuilt ERP

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Mobile Access
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

## Links

- [View Wealthbox Profile](https://www.capterra.com.sg/software/175666/wealthbox)
- [View ProBuilt ERP Profile](https://www.capterra.com.sg/software/1078224/ProBuilt)
- [View Original Comparison](https://www.capterra.com.sg/compare/175666/1078224/wealthbox/vs/ProBuilt)

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