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Comparison · CRM
Easy!Appointments vs Wealthbox
A side-by-side editorial comparison of Easy!Appointments and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Easy!Appointments vs Wealthbox: at a glance
What is Easy!Appointments?
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
Easy!Appointments, an open-source self-hosted scheduler, is shipping its 1.6 major version through a long pre-release cycle that has introduced Jitsi and Google Meet integration, CAPTCHA and ALTCHA anti-abuse protection, GDPR features, and a rebuilt CalDAV synchronization stack. The 1.6.1 security hardening pre-release then landed a concentrated batch of serious vulnerability fixes: LDAP injection in directory search, SSRF in CalDAV URL handling, cross-account appointment takeover, provider credential exposure to secretary accounts, and CAPTCHA bypass — a set that suggests the expanded surface area of 1.6.0 brought corresponding security debt.
What is Wealthbox?
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
Easy!Appointments vs Wealthbox: editorial side-by-side
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
◆ Current state
Easy!Appointments, an open-source self-hosted scheduler, is shipping its 1.6 major version through a long pre-release cycle that has introduced Jitsi and Google Meet integration, CAPTCHA and ALTCHA anti-abuse protection, GDPR features, and a rebuilt CalDAV synchronization stack. The 1.6.1 security hardening pre-release then landed a concentrated batch of serious vulnerability fixes: LDAP injection in directory search, SSRF in CalDAV URL handling, cross-account appointment takeover, provider credential exposure to secretary accounts, and CAPTCHA bypass — a set that suggests the expanded surface area of 1.6.0 brought corresponding security debt.
◆ Where it's heading
The 1.6 release line is expanding Easy!Appointments from a simple booking page into a more complete scheduling platform: video conferencing links, richer calendar sync, GDPR compliance tooling, and hardened multi-provider access controls all move it closer to commercial alternatives. The security work in 1.6.1-beta.1 is as important as the features — self-hosted deployments that serve real customer data need these fixes before anyone should run 1.6 in production.
◆ Prediction
A stable 1.6.1 release is the next step, clearing the pre-release label once the security fixes are confirmed across the beta testing community. After that, the CalDAV and video conferencing integrations will likely expand — CalDAV push notifications or two-way Google Calendar sync are the natural follow-ons.
Wealthbox
7.5CRM
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
◆ Current state
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
◆ Where it's heading
Wealthbox has moved from an assistant that answers questions to agents that do work, while charging for storage and compliance rather than AI. Partner integrations through the Developer Portal give those agents more data to act on.
◆ Prediction
Expect agents that use partner data from Holistiplan or Nitrogen, and more prebuilt agents; the entries do not list the 24 or the build tools in detail.
Alternatives to Easy!Appointments and Wealthbox
Other CRM products tracked by Sparkpulse, ranked by recent ship velocity. Each card links to a full editorial trajectory and lets you pivot into a head-to-head comparison with either Easy!Appointments or Wealthbox.
Twenty
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
Twenty
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
GroupOffice
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
Folk
folk adds a command panel and quick-add tasks after its agent-era repositioning.
Folk
folk now pitches itself as the CRM for the agent era.
See all Easy!Appointments alternatives → · See all Wealthbox alternatives →
Recent activity from Easy!Appointments and Wealthbox
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 9d agoWealthboxIntroducing Wealthbox AI Agents, Included on Every Plan ⚡
- 10d agoWealthboxIntroducing Formula Fields in Wealthbox
- 15d agoWealthboxWealthbox Is Now Available in Apple’s CarPlay
- 16d agoWealthboxIntroducing Wealthbox Vault: Advanced File Storage for Advisory Firms, Plus AI for Client Documents
- 17d agoWealthboxWealthbox Launches Developer Portal for AI Assistant Integrations ⚡
- 17d agoWealthboxWealthbox AI Assistant Now Connects with Holistiplan for Smarter Tax Planning
- 2mo agoEasy!AppointmentsEasy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish ⚡
- 2mo agoEasy!Appointments1.6.1-alpha.1
- 7mo agoEasy!AppointmentsEasy!Appointments 1.6.0-beta.2: Video conferencing, CAPTCHA, GDPR, and CalDAV ⚡
- 8mo agoEasy!Appointments1.6.0-beta.1
- 8mo agoEasy!Appointments1.6.0-alpha.1
- 1y agoEasy!Appointments1.5.2-beta.1
Frequently asked questions
What is the difference between Easy!Appointments and Wealthbox?
They serve adjacent needs but don't currently overlap on shipped themes. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 6.3), with 2 editorial sparks in the last 30 days against 0. See the at-a-glance table above for a side-by-side breakdown of velocity, recent sparks, and editorial themes.
Is Easy!Appointments better than Wealthbox?
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 6.3), with 2 editorial sparks in the last 30 days against 0. For your specific use case, the alternatives sections above list other CRM products to evaluate alongside.
What are the best alternatives to Easy!Appointments?
Top Easy!Appointments alternatives in CRM are ranked by recent ship velocity. Browse the "Easy!Appointments alternatives" section above for the current picks, or visit /alternatives/easyappointments for the full list with editorial commentary on each.
What are the best alternatives to Wealthbox?
Top Wealthbox alternatives in CRM are ranked by recent ship velocity. Browse the "Wealthbox alternatives" section above for the current picks, or visit /alternatives/wealthbox for the full list with editorial commentary on each.