Advisor360° CRM

Advisor360° CRM is a cloud CRM designed for wealth-management firms that need household relationships, prospect work, communications, and operational follow-through in one environment. It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and home-office teams, especially when several people share responsibility for a client. The main trade-off is its platform-specific focus and sales-led pricing.

Overview

Built natively into the Advisor360° platform, the CRM treats the household—not an isolated contact—as the central record. People, accounts, relationships, and activity stay connected, making it a better match for practices serving families with linked financial relationships than for businesses wanting a broad, industry-neutral contact database.

Cloud deployment supports distributed teams, while the Advisor360° Mobile App lets advisors view and update key records away from a desk. Outlook and Exchange Online integration, plus connections to the platform’s portfolio, planning, and trading tools, can reduce the need to move information between separate systems. Firms outside the Advisor360° ecosystem should weigh that specialization before choosing it as a standalone CRM.

Key features

Household context and history

Notes, decisions, documents, and next steps attach to the household record and remain accessible to the team. That shared history helps preserve continuity when an advisor, service associate, or other colleague takes over work. It also gives firms a practical way to see related people and accounts together instead of reconstructing context from separate contact entries.

Pipeline and workflow control

Prospects move through structured stages from first engagement through conversion and onboarding. Ownership and practice-wide visibility make responsibility explicit and give managers a common view of progress. This is valuable for collaborative business-development processes; a solo practice with little formal prospecting may not use the structure enough to justify a specialized platform.

A searchable timeline combines meetings, email, documents, and tasks. Tasks can automatically trigger the next workflow step, so follow-up can stay connected to the event that created it rather than being managed in an unrelated checklist.

Meeting intelligence and communications

Parrot AI organizes conversations and client documents at the household level, links insights across meetings, and surfaces summaries and follow-up actions within CRM workflows. That design is aimed at turning meeting information into assigned work, not merely storing transcripts. Secure messaging, document-vault integration, and compliance-designed texting are intended to keep communications protected, captured, and audit-ready.

Reporting and security

Practice-level reporting covers relationship health, pipeline progress, and team performance, giving leadership a view beyond individual advisor activity. Access uses unique user IDs and passwords with multi-factor authentication, while communications are encrypted with AES-256. Advisor360° states that its platform complies with AICPA Trust Services Principles and is SOC 2 and HIPAA certified. Those controls are relevant to regulated firms that need documented safeguards and oversight.

Pricing

The Advisor360° CRM plan uses custom pricing; contact sales for a quote. There is no published per-user rate, free tier, or trial term to compare, so buyers should obtain commercial terms before budgeting or evaluating a rollout. The paid model is most sensible for firms that expect to use the connected household, compliance, reporting, and workflow capabilities rather than teams seeking a low-cost contact manager.

Platforms

Advisor360° CRM is available on web, Android, and iOS. The cloud deployment and mobile app support advisors working across offices or while meeting clients, while the web experience remains the primary setting for practice-wide administration and reporting.

Who it's for

This is a strong fit for wealth-management practices that organize service around households, share prospect ownership, and need compliance-aware communication records. It is also suited to organizations already using Advisor360° portfolio, planning, or trading tools and wanting CRM data connected to those workflows. Firms seeking an independent general-purpose CRM, transparent self-serve pricing, or a simple contact list should look elsewhere.

Pros and cons

Pros

• Household-centered records: connects people, accounts, relationships, and activity for a more useful family-level view.
• Workflow-connected follow-through: searchable timelines and automatic next-step triggers keep tasks tied to meetings and client work.
• Structured prospect management: stages, ownership, and practice visibility support coordinated pipelines.
• Compliance-oriented communications: secure messaging, document-vault integration, and texting designed for captured, audit-ready communication.
• Regulated-firm controls: multi-factor authentication, AES-256 encryption, and stated SOC 2, HIPAA, and AICPA Trust Services compliance support governance requirements.

Cons

• Custom pricing: without a public rate or trial term, smaller firms cannot quickly estimate cost or test fit.
• Platform dependence: its strongest integrations and workflows are tied to the Advisor360° environment, limiting appeal as a neutral standalone CRM.
• Specialized design: firms without household-based service models or collaborative prospecting may find much of its structure unnecessary.

Alternatives

Conquest is worth considering for US-based independent advisors and boutique firms, typically teams of 10 or fewer, that want a free waitlist option and an upcoming 14-day trial through its API and web platform.

Advyzon is an alternative paid wealth-management platform available on Android, iOS, and web.

FinStak fits buyers who want a freemium option: Basic costs $60 per user per month when billed at that rate ($70 month-to-month) plus a $500 setup fee for CRM-only use, while Pro costs $80 per user per month ($90 month-to-month).

MoneyGuide suits firms seeking planning-focused software with a free trial and the MyBlocks Individual plan at $125 a month per advisor on an annual subscription paid monthly.

Xplan offers paid, modular packages selected to fit business requirements across Android, iOS, web, and API.

AdvisorEngine CRM is a paid alternative at $69 per user per month, billed annually, with a three-user minimum and unlimited document storage.

Fin365 is a paid web-based alternative with a free trial.

Orion Portfolio Accounting is better suited to firms prioritizing portfolio accounting and reporting; its Foundation plan starts at $13,000 a year.

For broader category browsing, see Financial Advisor Software, Financial Services CRM Software, and Portfolio Management Software.

Verdict

Choose Advisor360° CRM if your wealth-management practice needs household records, shared pipeline ownership, compliance-aware communications, and workflow links to portfolio, planning, and trading operations. Its main reason to look elsewhere is the combination of custom pricing and deep Advisor360° specialization, which makes a transparent, standalone CRM a better choice for smaller or less integrated teams.