Advisor360° CRM vs SEI Wealth Platform
Advisor360° CRM
advisor360.comSEI Wealth Platform
seic.comSide by side
| Figure | Advisor360° CRM | SEI Wealth Platform |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 8.4 (#3) | 7.5 (#10) |
| Spec score · Portfolio Management Software | 7.9 (#38) | 7.6 (#54) |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. |
| What it does | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. | SEI Wealth Platform is an end-to-end wealth management solution that combines technology, operations outsourcing, and asset management across front-, middle-, and back-office services. |
| Who it serves | Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices. | SEI says the platform powers private banks and wealth management firms globally. |
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.
SEI Wealth Platform
SEI Wealth Platform has no write-up on Specifiction yet; its figures are above.