Advisor360° CRM vs Croesus Advisor
Advisor360° CRM
advisor360.com
Croesus Advisor
croesus.comSide by side
| Figure | Advisor360° CRM | Croesus Advisor |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 8.4 (#3) | 7.5 (#8) |
| Spec score · Portfolio Management Software | 7.9 (#38) | 7.2 (#70) |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | Croesus says its open architecture and APIs support integration with third-party technology, including back offices, order management systems, CRMs, financial planning tools, and account aggregation. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role. |
| Security controls | The platform requires unique credentials and multifactor authentication and uses continuous security monitoring. | Croesus lists SOC 1 Type 2 and SOC 2 Type 2 assurance, encrypted data in transit and at rest, and 24/7 service monitoring. |
Plans
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.
Croesus Advisor
Croesus Advisor has no write-up on Specifiction yet; its figures are above.