AdvisorEngine CRM vs Shape
AdvisorEngine CRM
advisorengine.com
Shape
setshape.comSide by side
| Figure | AdvisorEngine CRM | Shape |
|---|---|---|
| Price from | $5.75/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Financial Services CRM Software | 8.9 (#4) | 7.0 (#25) |
| Founded | 2014 | 2009 |
| Headquarters | New York, NY and Raleigh, NC, United States | Irvine, California, United States |
| 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. | Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | Every plan includes complimentary expert onboarding, 24/7 instant AI chat support, dedicated email support, a phone support line, live training webinars, and video tutorials. |
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.