Advisor360° CRM vs AdvisorEngine CRM
Advisor360° CRM
advisor360.com
AdvisorEngine CRM
advisorengine.comSide by side
| Figure | Advisor360° CRM | AdvisorEngine CRM |
|---|---|---|
| Price from | — | $5.75/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Financial Advisor Software | 8.4 (#7) | 8.9 (#1) |
| Spec score · Financial Services CRM Software | 8.4 (#12) | 8.9 (#4) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | New York, NY and Raleigh, NC, United States |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. |
| What it does | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. | AdvisorEngine CRM is a cloud wealth-management CRM for financial advisors and registered investment advisers, combining client records, workflows, portfolio information and operational tools. |
| Who it serves | Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices. | AdvisorEngine describes its platform as designed for financial advisors and RIAs, including growing and established firms. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
In their own words
Advisor360° CRM
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.
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.