Salesforce costs financial advisors $300/year at today's list price. Nexa is $279 once for invoicing, scheduling, CRM, time tracking and accounting in one suite — so after 11.2 months it has cost less than Salesforce, and you own it after that. What it is not: hosted-for-you software with a support desk and a roadmap you can lobby. That is the trade, and the rest of this page is the detail behind it.
Nexa is $279 once, about $23 a month over its first year. Its Drain Guard reads your expenses (from a linked bank, an imported statement, or ones you type in), finds the charges that repeat, and adds them up by the month. Keep or Cut then walks you through them one at a time. Cancel $23 a month of charges you'd forgotten about and Nexa has paid for itself inside the first year, before you count the Salesforce bill you'd stop paying.
It depends on what you find and what you cancel, so we don't promise a number. In our demo data, Drain Guard finds 5 subscriptions adding up to $110.13 a month. That is sample data, not a customer's.
The verdict for financial advisors: Salesforce is solid software, but at $25/month it costs $900 over 3 years. Nexa does most of what Salesforce does for $279 once. For solo financial advisors and small teams, Nexa is the better deal.
Client records, scheduling, invoicing and the books are the pieces of that day. Some tools rent you each piece separately. A few — Nexa among them — bundle the lot and carry their own booking link, with no per-appointment cut. The sections below price both routes honestly.
None of that is a software problem you can buy your way out of in one click — it is why the tool you pick matters more than what it costs. Salesforce solves some of it. So does Nexa. The difference is what you are left holding in three years.
Today's list price is $25/month — $300 a year, from Salesforce's own pricing page. Every figure below is that price, multiplied. Nothing is projected.
Nexa: $279 once (or 3 × $99). Over the same three years, that is $621 less.
If Salesforce raises its price, the three-year cost goes up; if it cuts it, the cost comes down. We don't guess which. Add-ons, extra seats and card-processing fees are not included, on either side.
| Feature | Salesforce | Nexa |
|---|---|---|
| Invoicing | — | ✓ |
| Scheduling | — | ✓ |
| CRM | ✓ | ✓ |
| Time Tracking | — | ✓ |
| Full Accounting | — | ✓ (SIMPL) |
| Task Management | — | ✓ |
| Works offline | — | ✓ |
| Price | $25/mo | $279 once or 3 × $99 |
| 3-Year Total | $900 | $279 |
| You own it? | No — stop paying, lose access | Yes — forever |
✓ and ✗ for Salesforce come from its own published feature list. — means the feature isn't in that list, which is not the same as Salesforce lacking it: check with them. Three years is at today's price.
Straight from Salesforce's own feature set. If one of these is the reason you pay them, that reason does not disappear because Nexa is cheaper.
Salesforce is the better call if you need industry-leading crm platform specifically, or if your team is large enough that per-seat pricing still beats buying software outright.
Software doesn't do the actual work — it automates the business around it. And that part is the same for every financial advisor: find the work, manage it, bill for it, get paid. Each step has a tool — and the right single tool runs the whole loop, so the handoffs are automatic and you get back to the actual work. Tap a step to see what gets automated.
An inquiry becomes a proposal becomes a signed engagement — the terms and the retainer set.
The work you're paid for — with the hours, tasks, and expenses tracked against the engagement instead of reconstructed at month-end.
The work becomes the invoice — the hours, the add-ons, the materials, the deposit credited — totaled and sent, instead of re-typed at 9pm.
Paid by card or link, the deposit credited, and what's overdue chased — without you doing it by hand.
You can stitch four separate subscriptions across these four steps, or run one tool that does the whole flow so a booking becomes a job becomes an invoice becomes a payment without re-typing. Either way the goal is the same: less time on the business of the business, more on the actual work. (Nexa is built to be the one — but the honest options for each step are above and below.)
This is the connection that makes the rest worth it. A financial advisor's job already holds the services, the hours, the add-ons, and the materials — so the invoice builds itself from the work instead of you re-typing it at 9pm. Toggle an add-on or nudge the hours and watch it recompute.
You didn't write this invoice — the job did.
Salesforce plus whatever else you're paying for:
Email yourself this comparison?
The median financial advisor earns $68,000/year. At $300/year, Salesforce is a recurring slice of that — paid again every year, whether the year was good or not. Owning the same jobs outright is $279 once, and the slice stops.
Nexa is $279 once. Invoicing, scheduling, CRM, time tracking, accounting — all connected, built for financial advisors. You own it like you own your Financial planning software (eMoney, MoneyGuidePro).
An honest fit check — because the wrong tool is worse than no tool.
The honest fit: if you're a solo or small financial advisors business that owns its tools and is sick of renting software, Nexa replaces your whole stack for $279 once. If you're scaling into a large team with dedicated admin staff, a bigger platform may fit better — and we'd rather tell you that now than sell you the wrong thing.
Your people are already online — swapping real numbers, tool picks, and war stories. Here's where to find them.
Active community — tool picks, pricing, and day-to-day questions.
Open on Reddit →Active community — tool picks, pricing, and day-to-day questions.
Open on Reddit →Active community — tool picks, pricing, and day-to-day questions.
Open on Reddit →Client records, scheduling, invoicing and the books are the pieces of that day. Some tools rent you each piece separately. A few — Nexa among them — bundle the lot and carry their own booking link, with no per-appointment cut. The sections below price both routes honestly.
Most of my week is spent with clients, not markets. A new client relationship starts with discovery: their income, debts, accounts, insurance, goals, and what keeps them up at night. From that I build a plan: retirement projections, how much to save and where, how to invest across accounts, and the tax consequences of each choice. Then the ongoing work: quarterly reviews, rebalancing, required minimum distributions for retirees, college savings for young families, and the phone call when the market drops and a client wants to sell everything. Compliance runs through all of it. Every recommendation needs documentation showing it's suitable and in the client's interest, every piece of marketing needs approval, and there are annual filings and audits. I'm paid a percentage of assets I manage, a flat planning fee, or both, which I disclose in writing up front. Prospecting is constant: referrals from clients, accountants and attorneys, and seminars. I keep up licences and continuing-education credits every year.
Real financial advisors near you who run their business on Nexa — book directly, no platform fee. Are you a financial advisor? Post your business and get found in your area — $2.99 one-time. Or browse every financial advisor on Nexa →
The tools of the trade — each a one-time buy that earns its keep for years.
You paid for these once because good tools last. That's the bar your software should clear too — priced like a tool you own, $279 once, not a subscription that costs more than your kit every year.
The honest version. Nexa was built to beat the rented stack on the jobs that matter most to a financial advisor — here's where it wins, where the integration wins it anyway, and the things it genuinely doesn't do, with who to use instead. (No tool is best at everything; a guide that pretends otherwise is just an ad.)
The usual subscriptions vs. Nexa, side by side. Drag the time slider — every year you keep renting, the gap widens. Nexa is $279, one time.
On the work a financial advisor actually lives in — crm & clients, scheduling & booking, invoicing and books & accounting — Nexa holds its own against the usual rentals (HubSpot →, Calendly →, FreshBooks →). Head-to-head on any single one it's competitive; what tips it is the thing none of them can copy: Your client flows from prospect through reviews, documented interactions, and fees on one compliance-ready record, so the market-panic call day is handled in one place instead of across Wealthbox, Salesforce, and Calendly. in one record, no re-typing between four apps. One tool, $279 once, against 4 subscriptions · ~$1,356/yr. Concretely: on crm & clients, Your 80 clients and the prospect wanting an intro meeting live in one record with every interaction logged, so you replace the $45-a-month Wealthbox and the per-seat Salesforce cost with one place that already holds the relationship.
Where it's not the answer: if you run real payroll for a team (use Gusto →), or run big email campaigns & automations (use ConvertKit →). Those tools are better at their one thing, and we'd rather point you to them than pretend.
Prefer to own a piece outright instead of renting? Free and open-source tools (GnuCash, Invoice Ninja and the like) each handle one job if you'll self-host them — a real option, listed because it's true.
Competitor pricing verified 2026-06-12.
We build a financial advisor's guide the same way every time, and we'd rather you trust it than take it on faith. Nexa is our product, so the test we hold ourselves to is simple: a tool only "wins" a job here when it genuinely does that job better for a financial advisor — and where something free, open-source, or buy-once does it better, we say so and link you to it. Where Nexa falls short (payroll is the honest example), we name the alternative outright.
Found something out of date? Prices change and we don't catch every move the day it happens. This guide is published and maintained by the Nexa team; if a figure here is wrong, tell us and we'll fix it — getting it right matters more to us than the sale.
For solo financial advisors and small teams, yes. invoicing, scheduling, CRM, time tracking, task management, and full accounting — all for $279 once. Salesforce may be better if you have a large team (10+) or need enterprise-specific features.
Salesforce has features like Industry-leading CRM platform and Massive integration ecosystem that some businesses rely on. For most solo financial advisors, these aren't dealbreakers.
At $25/month, Nexa pays for itself in 11.2 months. After that: $300 saved every year.
Yes. Nexa 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.
Own your tools. Stop renting your software.
Get Nexa — $279 Once