AdvisorEngine CRM vs Snap Projections
AdvisorEngine CRM
advisorengine.comSnap Projections
snapprojections.comSide by side
| Figure | AdvisorEngine CRM | Snap Projections |
|---|---|---|
| Price from | $5.75/mo | $15/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Financial Advisor Software | 8.9 (#1) | 7.7 (#14) |
| Founded | 2014 | 2014 |
| Headquarters | New York, NY and Raleigh, NC, United States | Toronto, Ontario, Canada |
| 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 support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | Snap Projections describes itself as financial planning software for Canadian financial advisors and planners. |
| 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. | The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
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.
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.