Advisor360° CRM vs SurefireCRM
Advisor360° CRM
advisor360.comSurefireCRM
surefirecrm.comSide by side
| Figure | Advisor360° CRM | SurefireCRM |
|---|---|---|
| Price from | — | $91/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 Services CRM Software | 8.4 (#12) | 8.1 (#14) |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | Surefire is a mortgage industry CRM and marketing automation platform for mortgage lenders and loan officers. |
| What it does | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. | Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams. |
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.
SurefireCRM
SurefireCRM has no write-up on Specifiction yet; its figures are above.