AdvisorCRM vs AdvisorEngine CRM

AdvisorCRM brings client relationship management, portfolio management, ticketing, and back-office processing into a cloud service for financial advisors. Client tools include contacts, tags, segmentation, tasks, deals, and opportunities. AI meeting tools can prepare agendas, transcribe Zoom calls, update CRM records, and draft follow-up emails. AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. The maker describes a REST API and Zapier integration, with full API documentation and Zapier guides still forthcoming. Its security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later; it also states SOC 2 certification, audit trails, and role-based access controls. The free Core CRM plan provides unlimited contacts for up to three users, one connected calendar and email, and AI meeting notes by manual upload only. Workflows & AI costs $59 a month for up to five users.

AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.