Advisor360° CRM vs AdvisorCRM

Advisor360° CRM is a cloud wealth-management CRM built into the Advisor360° platform. It organizes people, accounts, relationships, and activity around household records, keeping notes, decisions, documents, and next steps together. Prospects move through structured stages from first engagement to conversion and onboarding, with ownership and practice-wide visibility. A searchable timeline combines meetings, email, documents, and tasks, and tasks can trigger subsequent workflow steps. Parrot AI organizes household conversations and documents, links insights across meetings, and surfaces summaries and follow-up actions. Advisors can view and update key records in the Advisor360° Mobile App for Android and iOS, as well as on the web. The CRM names Outlook and Exchange Online integrations and connects with portfolio, planning, and trading tools. Secure messaging, document vault integration, compliance-designed texting, and practice reporting support protected communications and oversight. Advisor360° states that access uses unique credentials, multi-factor authentication, and AES-256 encryption, with SOC 2 and HIPAA certification.

AdvisorCRM brings client relationship management, portfolio management, ticketing, and back-office processing into a cloud service for financial advisors. Client tools include contacts, tags, segmentation, tasks, deals, and opportunities. AI meeting tools can prepare agendas, transcribe Zoom calls, update CRM records, and draft follow-up emails. AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. The maker describes a REST API and Zapier integration, with full API documentation and Zapier guides still forthcoming. Its security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later; it also states SOC 2 certification, audit trails, and role-based access controls. The free Core CRM plan provides unlimited contacts for up to three users, one connected calendar and email, and AI meeting notes by manual upload only. Workflows & AI costs $59 a month for up to five users.