AdvisorEngine CRM vs SurefireCRM
AdvisorEngine CRM
advisorengine.comSurefireCRM
surefirecrm.comSide by side
| Figure | AdvisorEngine CRM | SurefireCRM |
|---|---|---|
| Price from | $5.75/mo | $91/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 2 |
| Spec score · Financial Services CRM Software | 8.9 (#4) | 8.1 (#14) |
| 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. | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. |
| Mobile access | The infrastructure page says mobile capabilities let users access alerts, records, and actions from any device. | Surefire provides a mobile web experience at mobile.surefirecrm.com for iOS and Android users, with no app-store installation required for that experience. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | Surefire is a mortgage industry CRM and marketing automation platform for mortgage lenders and loan officers. |
| Rating on G2 | 4.3 out of 5 from 11 reviews | 4.0 out of 5 from 20 reviews |
| Rating on GetApp | 4.4 out of 5 from 24 reviews | 4.5 out of 5 from 55 reviews |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support. |
| 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. | Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams. |
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.
SurefireCRM
SurefireCRM has no write-up on Specifiction yet; its figures are above.