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Description
BoxedCMS allows you to build sustainable business directories, city portals, and news portals using a flexible content management platform. Schedule a demo right away!
Description
Wellspent serves as a subscription-based platform and a public directory for fee-only financial advisors. Advisors have the capability to create and update detailed profiles that include information about their fee structures, qualifications, geographical areas of practice, areas of expertise, and the types of clients they serve. These profiles are featured in a public directory, enabling potential clients to discover appropriate advisors and request introductions directly, all without incurring per-lead fees. In the 28 days leading up to November 4, 2026, AI tools referenced Wellspent advisor records a total of 77,388 times. Developers can utilize Wellspent’s Discovery API and MCP server to access this data for personal finance applications and AI-driven discovery processes. Members are allowed to modify their profiles; those who subscribe to the membership also benefit from monthly AI visibility reports and have the opportunity to engage in quarterly press cycles. The platform is tailored specifically for solo financial advisors and those working at smaller registered investment adviser firms across the United States and Canada. Membership is structured on a per-advisor basis, with flexible billing options available for both monthly and annual subscriptions. Ultimately, Wellspent aims to enhance the visibility and accessibility of financial advisory services for clients seeking expert guidance.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Disqus
Yes
Eventbrite
Yes
Expedia
Yes
Google Ads
Yes
Google Analytics
Yes
Google Calendar
Yes
Model Context Protocol (MCP)
No
YP (Yellow Pages)
Yes
Yelp
Yes
Integrations
Disqus
No
Eventbrite
No
Expedia
No
Google Ads
No
Google Analytics
No
Google Calendar
No
Model Context Protocol (MCP)
Yes
YP (Yellow Pages)
No
Yelp
No
Pricing Details
$99 per month
BoxedCMS comes with an Enterprise edition (Full source code) with a one-time fee of $1299 too.
Free Trial
No
Free Version
No
Pricing Details
$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Boxed Publishing Services
Founded
2020
Country
India
Website
boxedcms.com
Vendor Details
Company Name
ClearGraph
Founded
2023
Country
United States
Website
wellspent.co
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
No
E-forms
No
Full Text Search
Yes
Image Editor
Yes
SEO Management
Yes
Text Editor
Yes
Version Control
No
Video Content
Yes
Website Management
Yes
Directory
Advertising Management
Yes
Customer Portal
Yes
Design / Layout
No
Listing Management
Yes
Payment Processing
Yes
Review Management
No
SEO Tools
Yes
Search / Filter
Yes
Product Features
Directory
Advertising Management
No
Customer Portal
No
Design / Layout
No
Listing Management
No
Payment Processing
No
Review Management
No
SEO Tools
No
Search / Filter
No
