AdvisorCRM pricing
6 plans read from advisorcrm.com
Core CRMFree FreeUnlimited contacts · Up to 3 users · One calendar and email sync · Custodian integration · AI meeting notes by manual upload Read 21 Oct 2026 · advisorcrm.com
Workflows & AI$59 a month $59 per monthUp to 5 users · Auto-joining AI meeting notetaker · Custodial alerts and advanced automation · Unlimited calendars and email accounts · Auto-filled forms and e-signatures · Zapier automation · Structured product, insurance, and tax modules Read 21 Oct 2026 · advisorcrm.com
Performance Reporting$97 a month $97 per monthAdvanced analytics and portfolio reporting dashboards Read 21 Oct 2026 · advisorcrm.com
Trading & Billing$499 a month $499 per monthIntegrated trading · Automated client billing Read 21 Oct 2026 · advisorcrm.com
Compliance SuitePriced on request Contact usCompliance and regulatory management tools Read 21 Oct 2026 · advisorcrm.com
EnterprisePriced on request CustomDedicated account manager and onboarding · Custom integrations and API access · SSO and advanced security controls · Unlimited clients and usage subject to fair use · Custom SLA and premium support Read 21 Oct 2026 · advisorcrm.com
In short
- AdvisorCRM has a free plan (Core CRM).
- Paid plans published: 3, from $59 a month.
- 2 plans are priced on request (Compliance Suite, Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AgencyBloc AMS+ | $109/mo | No | Yes |
| InsuredMine | $69/mo | Yes | Yes |
| AdvisorEngine CRM | $5.75/mo | No | No |
| Creatio CRM | — | No | Yes |
| Redtail CRM | $3.25/mo | No | Yes |
| Salesforce Financial Services Cloud | $325/mo | No | Yes |
| Total Expert | $69/mo | Yes | No |
| Dynamo CRM & Deal Management | $0.08/mo | No | No |