AdvisorEngine CRM pricing
2 plans read from advisorengine.com
AdvisorEngine CRM$69 a year per user, per month; billed annuallyMinimum three users · access to all features · priority support · unlimited document storage Read 30 Sep 2026 · advisorengine.com
AdvisorEngine CRM$69 a month annually; minimum three usersall features · priority support · unlimited document storage Read 21 Oct 2026 · advisorengine.com
In short
- AdvisorEngine CRM lists no free plan.
- Paid plans published: 2, from $69 a year.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |
| FinStak | $60/mo | No | Yes |