Advisor360° CRM vs intelliflo office
Advisor360° CRM
advisor360.comintelliflo office
intelliflo.comSide by side
| Figure | Advisor360° CRM | intelliflo office |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Financial Advisor Software | 8.4 (#7) | 7.2 (#27) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | London, UK |
| 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 intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. |
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.
intelliflo office
intelliflo office has no write-up on Specifiction yet; its figures are above.