Advisor360° CRM
6.7#4 in wealth managementAndroidiOSWebAPI
VisitAdvisor360° CRM vs eMoney Advisor
eMoney Advisor
6.5#6 in wealth managementAndroidiOSWebAPI
VisitWhat both publish
| Fact | Advisor360° CRM | eMoney Advisor |
|---|---|---|
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Radnor, Pennsylvania, United States |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. |
Advisor360° CRM plans
- Advisor360° CRMPriced on request
eMoney Advisor plans
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
Pick Advisor360° CRM if…
It is aimed at wealth management teams that need household-based client records, prospect tracking, and practice-level reporting. Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.
Pick eMoney Advisor if…
eMoney Advisor suits financial advisors and organizations such as banks, broker-dealers and registered investment advisors. It may fit teams seeking goal or cash-flow planning alongside client portals and integrations.