Advisor360° CRM vs Practifi
Advisor360° CRM
advisor360.com
Practifi
practifi.comSide by side
| Figure | Advisor360° CRM | Practifi |
|---|---|---|
| Price from | — | $135/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Financial Advisor Software | 8.4 (#7) | 7.5 (#21) |
| Spec score · Financial Services CRM Software | 8.4 (#12) | 7.5 (#24) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Chicago, Illinois, 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. | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts. |
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.