Advisor360° CRM vs Plutosoft
Advisor360° CRM
advisor360.comPlutosoft
plutosoft.com.auSide by side
| Figure | Advisor360° CRM | Plutosoft |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Financial Advisor Software | 8.4 (#7) | 6.7 (#30) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. |
| What it does | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. | Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery. |
| Who it serves | Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices. | The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups. |
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.
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.