The Cost of Disconnected Advisory Tools
Using separate tools for CRM, scheduling, and email marketing creates friction for your clients and staff.
Expensive Per-User Fees
Paying hefty monthly fees for every advisor and assistant on your team.
Manual Review Scheduling
Wasting hours emailing back and forth to schedule annual portfolio reviews.
Fragmented Client Communication
Emails in Outlook, newsletters in Mailchimp, and notes in Wealthbox.
The Ultimate Advisory Growth Engine
Automate client onboarding, streamline scheduling, and manage your pipeline securely from one dashboard.
OmniSAM Pricing
$297/mo
No per-user fees. Ever.
Feature Comparison
See exactly what you get with OmniSAM compared to Wealthbox & Mailchimp.
| Core Features | OmniSAM | Wealthbox & Mailchimp |
|---|---|---|
| Unlimited Users & Clients | Charges per user ($45-$100+/mo) | |
| Automated Review Scheduling | Requires Calendly | |
| Email Marketing & Newsletters | Requires Mailchimp | |
| Visual Sales Pipeline | Yes | |
| Client Portal | Limited | |
| Document Collection Forms | Requires Typeform | |
| Automated Client Reviews |