AdvisorEngine CRM vs intelliflo office
AdvisorEngine CRM
advisorengine.comintelliflo office
intelliflo.comSide by side
| Figure | AdvisorEngine CRM | intelliflo office |
|---|---|---|
| Price from | $5.75/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 2 | 1 |
| Spec score · Financial Advisor Software | 8.9 (#1) | 7.2 (#27) |
| Client portal | The client portal lets clients view financial information and performance reports, communicate with advisers and complete onboarding tasks. | The integrated client portal is a white-labelled web app accessible from any device for secure communication, virtual meetings and paperless document sharing. |
| Headquarters | New York, NY and Raleigh, NC, United States | London, UK |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
In their own words
AdvisorEngine CRM
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.
intelliflo office
intelliflo office has no write-up on Specifiction yet; its figures are above.