Process Street
Process Street is a modern process management platform that helps you create, track, and automate core business workflows through interactive checklists to ensure your team follows consistent operating procedures.
Wealthbox
Wealthbox is a modern CRM for financial advisors that simplifies client management with social-media-style activity streams, automated workflows, and deep integrations to help you grow your advisory firm.
Quick Comparison
| Feature | Process Street | Wealthbox |
|---|---|---|
| Website | process.st | wealthbox.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $45/month |
| FREE Trial | ✓ 14 days free trial | ✓ 30 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2013 |
| Headquarters | San Francisco, USA | New York, USA |
Overview
Process Street
Process Street is a simple way for you to manage your team's recurring checklists and procedures. Instead of static documents that sit in a folder, you get interactive workflows that guide your team through every step of a task. You can create rich documents with images, videos, and form fields to capture data as work happens, ensuring nothing falls through the cracks during complex operations.
You can use it for everything from employee onboarding and client setups to content approvals and safety inspections. The platform helps you maintain high standards by providing visibility into who is doing what and when. It scales with your needs, offering a free version for individuals and robust paid plans for teams that need advanced automation, conditional logic, and role-based permissions.
Wealthbox
Wealthbox is a modern CRM built specifically for financial advisors who want to spend less time on data entry and more time with clients. You can manage your entire practice through a clean, intuitive interface that feels more like a social network than a rigid database. The platform centers around a real-time activity stream that keeps your whole team updated on client interactions, task completions, and upcoming meetings without needing constant status meetings.
You can automate complex back-office processes using the built-in workflow engine, ensuring no client onboarding step or compliance requirement falls through the cracks. Whether you are a solo practitioner or part of a large enterprise firm, the software scales to meet your needs with specialized tools for contact management, opportunity tracking, and advanced reporting. It eliminates the complexity of traditional CRMs so you can focus on building stronger client relationships.
Overview
Process Street Features
- Interactive Checklists Turn your static SOPs into live checklists where you can track progress and ensure your team follows every step.
- Conditional Logic Create truly dynamic workflows that automatically adapt and show or hide tasks based on the data you enter.
- Collaborative Approvals Streamline your decision-making by setting up single or multi-stage approval flows for any task or document.
- Data Capture Forms Collect structured data within your workflows using form fields, then sync that information directly to your other tools.
- Task Assignments Assign specific steps to different team members and set dynamic due dates to keep your projects on schedule.
- Workflow Automations Connect your processes to thousands of apps to trigger actions automatically and eliminate manual data entry.
Wealthbox Features
- Social Activity Stream. Stay updated with a real-time feed of team activities and client notes so you always know what is happening.
- Automated Workflows. Standardize your office procedures with automated task sequences that ensure your team follows best practices every time.
- Contact Management. Track client details, family relationships, and financial profiles in a centralized location that is easy to search and update.
- Opportunity Tracking. Manage your sales pipeline visually to see exactly where prospects are in your onboarding process and close more business.
- Email Integration. Sync your Outlook or Gmail account to track client correspondence automatically within their CRM profile for a complete history.
- Advanced Reporting. Generate custom reports on your book of business and team productivity to make data-driven decisions for your firm.
Pricing Comparison
Process Street Pricing
- 1 active workflow
- Unlimited pages
- Unlimited storage (5MB/file)
- Email support
- Standard templates
- Everything in Free, plus:
- Up to 5 members
- Unlimited workflow runs
- Conditional logic
- Stop tasks
- Role-based permissions
Wealthbox Pricing
- Contact management
- Automated workflows
- Task management
- Opportunity tracking
- Social activity stream
- Mobile app access
- Everything in Basic, plus:
- Two-way email sync
- Custom fields
- Advanced reporting
- Workflow templates
- Group permissions
Pros & Cons
Process Street
Pros
- Intuitive interface makes creating complex workflows simple
- Conditional logic handles complicated business rules easily
- Strong integration capabilities with Zapier and Slack
- Excellent for maintaining consistency across remote teams
Cons
- Pricing can be high for very small teams
- Mobile app experience is less robust than desktop
- Steep learning curve for advanced automation features
Wealthbox
Pros
- Extremely intuitive interface requires almost no staff training
- Fast setup process lets you start working immediately
- Excellent mobile app for managing clients on the go
- Deep integrations with popular financial planning and custodial tools
Cons
- Higher price point compared to generic CRM options
- Email sync can occasionally require manual re-authentication
- Reporting customization is less flexible than enterprise competitors