Plans and Pricing

Compare pricing of Unblu vs Compare with the following detailed pricing plan info. Unblu comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.

Enterprise Licensing

$ Custom

Upto 100 Employees

Basic

$ $59/user/month

Upto 100 Employees

Pro

$ $75/user/month

Upto 100 Employees

Premier

$ $99/user/month

Upto 100 Employees

Enterprise

$ Custom

Upto 100 Employees

AI Notetaker add-on

$ $49/user/month

Upto 100 Employees

Screenshot

Take a look at the below screenshots and seamlessly compare the user interface of Unblu and Wealthbox for better insights.

Features

Compare between Unblu and Wealthbox on their key features and functionalities to pick the right one for your business.

  • Secure in-app messaging and chat through Unblu Secure Messenger
  • Video and voice calling
  • Co-browsing and document collaboration
  • AI Virtual Agent for automated 24/7 conversations
  • AI Powered Workbench to boost advisor efficiency
  • Seamless bot to human handoff with full conversation context
  • Multi-channel deployment across web chat, WhatsApp, and SMS
  • Aria orchestration layer for no-code AI workflows
  • Security and compliance certifications for regulated financial services
  • Contact management with full interaction history
  • Wealthbox Mail two-way email sync
  • Task management linked to contacts, accounts, and opportunities
  • Real-time team activity streams
  • Workflow automation with templates
  • AI Notetaker for meeting prep, summaries, and follow-ups
  • Customizable CRM reporting and charts
  • 150+ integrations with custodians and wealthtech apps
  • Mobile apps for iOS and Android
  • Multi-layered security with 256-bit SSL encryption and MFA

Additional Details

Details Unblu Wealthbox
Languages english english
Country Switzerland United States
API Available
Run On Mobile Browser
Free Plan
Customization
Support Email, Training Email, Live Support, Training, Tickets
Target Audience smes, enterprises freelancers, smes, enterprises
Platforms web app web app
Subscription Plans Yearly Monthly
Deployment cloud based, on premises, hybrid cloud based