AdvisorEngine CRM vs Investwell Mint
AdvisorEngine CRM
advisorengine.comInvestwell Mint
investwell.inSide by side
| Figure | AdvisorEngine CRM | Investwell Mint |
|---|---|---|
| Price from | $5.75/mo | ₹2,083.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 2 | 1 |
| Spec score · Financial Advisor Software | 8.9 (#1) | 7.7 (#13) |
| Founded | 2014 | 2000 |
| Headquarters | New York, NY and Raleigh, NC, United States | Gurugram, Haryana, India |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | Investwell's About page states that the company is ISO/IEC 27001:2022 certified; its pricing page lists bank-type 256-bit encryption and IP whitelisting. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | Investwell lists Mint support at 08069212969 and [email protected]. |
| What it does | AdvisorEngine CRM is a cloud wealth-management CRM for financial advisors and registered investment advisers, combining client records, workflows, portfolio information and operational tools. | Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics. |
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.
Investwell Mint
Investwell Mint has no write-up on Specifiction yet; its figures are above.