One Adviser
6.1#22 in financial advisor softwareFrom A$29 a monthWeb
VisitOne Adviser vs Wealthbox
What both publish
| Fact | One Adviser | Wealthbox |
|---|---|---|
| Support | The page lists email support with a 48-hour SLA for Essentials setup, and priority support plus a dedicated success manager with Enterprise. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
One Adviser plans
- Client Service / Admin seatA$29 a month
- Paraplanner seatA$79 a month
- EssentialsA$99 a month
- Compliance Manager seatA$129 a month
- Adviser seatA$149 a month
- Principal / Practice Admin seatA$179 a month
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick One Adviser if…
One Adviser is aimed at Australian financial advisers, planning firms and AFSL licensees needing advice production and compliance tools. It may also suit practices looking for a client portal and migration support from specified systems.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.