Palby CRM

Wealthbox alternative

Wealthbox alternative for advisers in Singapore: who to follow up today, in S$, with PDPA consent on file

Wealthbox is a CRM for advisory firms, with households, workflows, two-way email and audit trails. Palby CRM is for an adviser in Singapore whose clients reply on WhatsApp: today's follow-ups, money in S$ and consent kept per channel.

Book a walkthrough

30 minutes. You choose the day and the time.

The short version

Stay with Wealthbox if your firm works by email, groups clients into households, and needs workflows and an audit trail across a team. Pick Palby CRM if you advise clients in Singapore who message you on WhatsApp, and you want one list of who's due today.

Who should pick which

Stay with Wealthbox if

  • Your clients write by email, and you want two-way email on the record, which Wealthbox lists on Pro
  • You'd rather try it on your own first: Wealthbox offers a 14-day trial
  • You want to see a price before you talk to anyone: Wealthbox prints Basic at US$59 a user a month
  • You want an iOS or Android app, which Wealthbox has and we don't

Pick Palby CRM if

  • Your clients message you on WhatsApp more often than they email
  • You want consent kept per channel for PDPA, with the day and how it was given
  • You'd like a pipeline that starts from insurance and financial advice stages
  • You want money in S$, and what each client has paid on their record

Side by side

Compared onPalby CRMWealthboxSource
Built forAdvisers and sellers in Singapore who keep their own clientsAdvisory firms, in its wordsWealthbox pricing
Client recordsA record per client with notes, a timeline, appointments and the WhatsApp chatClients, households and relationships, with emails and meetings on the recordWealthbox site
WhatsAppThe WhatsApp you already use, linked by QR code. Each chat sits on the client's recordNot on the pages we readWealthbox siteWealthbox pricing
EmailNo email from the appTwo-way email and bulk email on ProWealthbox pricing
Stages to start fromEight ready sets by trade, one of them insurance and financial advice1 opportunity pipeline on Basic, 3 on ProWealthbox pricing
PDPA consentConsent per channel, with the day and how it was given. Do not contact is honoured on every sendNot on the pages we readWealthbox siteWealthbox pricing
Money on the recordWhat each client has paid, totalled by month, quarter or year, in S$Prospects and AUM opportunities across the firmWealthbox site
On your phoneYour phone's browser, with push alerts. No app in the storesiOS and Android appsWealthbox pricing
PriceNo published price yetBasic US$59, Pro US$75 and Premier US$99 a user a monthWealthbox pricing
To startBook a 30-minute walkthroughA 14-day trialWealthbox pricing
As of November 2026. Wealthbox's details are from its own pages, read on 2 November 2026. Plans and prices change, so check them before you pay.

Where Wealthbox is strong

Wealthbox's pages describe a CRM built for advisory firms. Clients are organised by household, with emails and meetings on the record, and prospects and AUM opportunities are tracked across the firm. Its workflows give the right person the right task as a team grows. For compliance it lists activity logs, role-based access and SOC 2 Type II. Pro adds two-way email and bulk email, and there are apps for iOS and Android. If your firm runs on email and manages assets as a team, Wealthbox fits that better.

The three differences that matter

Your clients' WhatsApp chats on the record

Link the WhatsApp you already use by QR code, the way WhatsApp Web does. Each client's chat then sits on their record, beside your notes and the next follow-up date. When a client asks what you agreed last month, the answer is on their card.

Consent kept for PDPA

Each contact keeps consent per channel, with the day and how it was given. Tick Do not contact, and it reads as withdrawn on every channel, so nothing goes out to that person. You can answer "may I still message them?" before you send anything.

Today's list, on Singapore days

A new pipeline can start from the insurance and financial advice stage set, or one of seven others. Every pipeline has ten ready-made views. Next activity due lists everyone whose follow-up is due today or overdue, on Singapore days, and Birthdays sits beside it.

Switching in three steps

  1. Book a 30-minute walkthrough.
  2. Bring your contacts over as a CSV file of up to 2,000 rows. Columns are matched for you, duplicates merge, and you can undo the import within 24 hours.
  3. Link your WhatsApp by QR code, and new chats land on each client's record from then on.

Questions

Follow up the clients who message you on WhatsApp.

Book a walkthrough and bring the spreadsheet you keep your clients in.

Book a walkthrough

30 minutes. You choose the day and the time.

Sources

Every page read on 2 November 2026. Nothing about a competitor on these pages comes from anywhere else.

  • Wealthbox: Client records, WhatsApp, PDPA consent and Money on the record. www.wealthbox.com/
  • Wealthbox: Built for, WhatsApp, Email, Stages to start from, PDPA consent, On your phone, Price and To start. www.wealthbox.com/pricing/