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AgencyAnalytics vs Wealthbox: 2026 Comparison

AgencyAnalytics Wealthbox
Overview AgencyAnalytics is an all-in-one reporting platform built specifically for marketing agencies to track SEO and PPC performance. It automates client reporting across multiple marketing channels and tools. A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration.
Pricing Paid ($12-18/client/mo) Subscription ($45-$59/user/month)
Key Features
  • SEO reporting
  • PPC dashboards
  • social media tracking
  • call tracking
  • white-label reports
  • automated reporting
  • 80+ integrations
  • rank tracking
  • Contact management
  • Pipeline tracking
  • Task management
  • Social integration
  • Email integration
  • Reporting
  • Workflow automation
  • Mobile app
Pros
  • Purpose-built for agencies
  • Good value per client
  • Extensive integrations
  • White-label capabilities
  • Modern interface for advisors
  • Easy to learn
  • Good integrations with financial tools
  • Social media integration
Cons
  • Agency-focused only
  • Limited custom analysis
  • Basic data visualization
  • Add-ons increase cost
  • Limited to financial advisory
  • Basic reporting
  • Smaller feature set
  • No marketing automation

AgencyAnalytics

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Wealthbox

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