Advisor360° CRM vs Velocify
Advisor360° CRM
advisor360.comVelocify
mortgagetech.ice.comSide by side
| Figure | Advisor360° CRM | Velocify |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Financial Services CRM Software | 8.4 (#12) | 6.7 (#27) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Pleasanton, California, United States |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | Velocify is a sales acceleration platform built for mortgage lenders to improve productivity, lead conversion and loan closing. |
| Reporting | Practice-level reporting exposes relationship health, pipeline progress and team execution patterns. | LeadManager and Dial-IQ provide dashboards and reporting for sales funnels, lead sources, call activity and campaign performance. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. |
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.
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.