Advisor360° CRM vs FNZ Portfolio Manager
Advisor360° CRM
advisor360.comFNZ Portfolio Manager
fnz.comSide by side
| Figure | Advisor360° CRM | FNZ Portfolio Manager |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Wealth Management | 8.4 (#3) | 7.3 (#11) |
| Spec score · Portfolio Management Software | 7.9 (#38) | 6.9 (#76) |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | FNZ describes its broader wealth platform as cloud-native and API-enabled, with integration to third-party systems; the Portfolio Manager page does not name specific integrations. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | FNZ Portfolio Manager is an integrated solution for efficient, scalable, and compliant portfolio management. |
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.
FNZ Portfolio Manager
FNZ Portfolio Manager has no write-up on Specifiction yet; its figures are above.