Is there a one-time purchase alternative to Salesforce for financial advisors?

Yes. Helix is a $279 one-time purchase that includes invoicing, scheduling, CRM, time tracking, task management, and full accounting. Unlike Salesforce at $165/month, you pay once and own it forever. Break even in 1.7 months.

How much will I save switching from Salesforce to Helix?

On Salesforce at $165/month ($1,980/year), you save $1,701 in year one and $1,980 every year after. Over 3 years: $6,364.

Can I pay for Helix in installments?

Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it is a one-time purchase — no subscription, no recurring fees.

Can I migrate from Salesforce to Helix?

Yes. Export your data from Salesforce as CSV, import into Helix in about 5 minutes. Most financial advisors switch in 1-2 days.

You're Switching from Salesforce.
Here's Why Financial Advisors Choose Helix.

Salesforce

$165/mo

$1,980/year — every year, forever

Helix

$279

Once. Own it forever.

or 3 payments of $99

Break even in 1.7 months. Then it's free forever.

"Switched from Salesforce after the last price increase. Helix does everything I needed for $279. Wish I'd done it sooner."

— Verified financial advisor, former Salesforce customer

What Salesforce Is Costing You

The Damage

Salesforce monthly $165/mo

Annual drain $1,980/yr

Year 2 (11.4% SaaS inflation) $2,206

Year 3 $2,457

3-year total $6,643

That's $6,643 gone. And you don't own anything. Stop paying, lose access.

Your Salesforce subscription has cost you $0.00 since you opened this page.

Why Financial Advisors Leave Salesforce

✗Starting price $25/user is 67% higher than industry average ($15)

✗Implementation typically $25,000+

✗Annual price increases 5-7% expected

✗Complex for small businesses

✗Add-ons significantly increase cost

✗Requires dedicated admin or consultant

✗Salesforce is definitely more expensive than competitors

✗Implementation costs typically start around $25,000

✗Add-ons like Salesforce Contracts cost $70/user/month extra

Financial Advisors are leaving Salesforce every week.

You're not the only one who's had enough.

Why This Matters for Financial Advisors

You have 80 active clients. Three annual reviews are scheduled this week, a prospect wants an introductory meeting, and the market dropped 3% so four clients are calling panicked. You need to document every interaction for compliance, send a financial plan update, and invoice two clients for quarterly fees. Wealthbox charges $45/month, Calendly is $12/month, and QuickBooks is $55/month. That's $1,344/year in software to manage relationships that are fundamentally about trust.

Financial Advisors face unique challenges: CRM costs — Wealthbox is $45/month, Salesforce starts at $25/month. Compliance requirements making every client interaction documented. Scheduling around market hours, client availability, and review meetings. Managing AUM-based and fee-based client billing simultaneously. On top of all that, Salesforce charges $165/month ($1,980/year) — money that comes directly from your revenue. The median financial advisor earns $68,000/year. Software at $1,980/year is a meaningful percentage of that income, every year, forever. And you do not own anything.

Your Financial planning software (eMoney, MoneyGuidePro) is yours. You bought it once. Helix works the same way — $279 once for invoicing, scheduling, CRM, time tracking, and full accounting. All connected. All offline-capable. You own it like you own your tools.

Your Full Stack Cost

Salesforce is just one piece. What else are you losing money on?

Want this breakdown emailed to you?

Your exact Salesforce cost, full stack total, and what switching saves. 10 seconds.

What You Get Instead

Feature	Salesforce	Helix
Invoicing	✓	✓
Scheduling	✗	✓
CRM	✗	✓
Time Tracking	✗	✓
Full Accounting	✗	✓ (SIMPL)
Task Management	✗	✓
Price	$165/mo forever	$279 once or 3 × $99
3-Year Cost	$6,643	$279
Stop paying?	Lose everything	Keep everything forever

Switching Takes 1-2 Days

Most financial advisors are fully switched before the weekend.

Export your data

Settings → Data Export. Download as CSV.

Set up Helix

15-minute setup. Import clients and data.

Parallel run

Run both 1-2 weeks to verify.

Cancel Salesforce

Cancel before next billing cycle.

✓ Run both in parallel. Cancel Salesforce when you're confident. Zero risk.

FAQ

Is Helix really a Salesforce replacement for financial advisors?

For solo operators and small teams (1-5), yes. Helix includes invoicing, scheduling, CRM, time tracking, task management, and full accounting. Salesforce may be better if you have a large team (10+) or need enterprise-specific features.

$279 seems like a lot.

It's $7.75/month over 3 years. Salesforce is $165/month — that's $6,643 over 3 years. Which is more? And if you'd rather split it, Helix is also available as 3 payments of $99.

Can I pay in installments?

Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.

What if I don't like it?

30-day money-back guarantee. Full refund. If Helix doesn't save you $500 in year one, you get every penny back.

Can I import my Salesforce data?

Export your data from Salesforce as CSV, import into Helix in about 5 minutes.

"Salesforce raised prices again and I was done. Found Helix — $279 once. I own it. No more 'we're updating our pricing' emails. Best business decision this year."

— Financial advisor, switched from Salesforce

Stop Losing $1,980/Year to Salesforce

$6,643 over 3 years. Or $279 once (or 3 × $99). Own your tools.

Get Helix — $279 Once