Advisor360° CRM vs RazorPlan
Advisor360° CRM
advisor360.comRazorPlan
razorplan.comSide by side
| Figure | Advisor360° CRM | RazorPlan |
|---|---|---|
| Price from | — | $62.08/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 7 |
| Spec score · Financial Advisor Software | 8.4 (#7) | 7.6 (#17) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Toronto, Ontario, Canada |
| 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 pricing page lists built-in SSO for Enterprise partners, allowing advisors to launch RazorPlan directly from their system without additional passwords. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | RazorPlan helps financial advisors create financial plans, projections, and scenario comparisons for clients. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | The privacy policy says RazorPlan uses administrative, technical, and physical safeguards, encrypts information transmission using SSL, and restricts access to authorized personnel and service providers. |
Plans
RazorPlan
- RazorPlan$69 a month
- RazorPlan Advanced$99 a month
- RazorPlan Decumulation$149 a month
- RazorPlan$745 a year
- RazorPlan Advanced$1,070 a year
- RazorPlan Decumulation$1,610 a year
- RazorPlan EnterprisePriced on request
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.