Advisor360° CRM
6.7#4 in wealth managementAndroidiOSWebAPI
VisitAdvisor360° CRM vs FundCount
What both publish
| Fact | Advisor360° CRM | FundCount |
|---|---|---|
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Barbados |
| Legal name | Crunchbase identifies the legal entity as Advisor360°, LLC. | Crunchbase identifies the legal name as FundCount Group Ltd. and lists Alex Ivanov as CEO and founder. |
| Limit: learning curve | Gappsy cautions that the platform’s broad native feature set can create a learning curve for organizations coming from simpler point tools. | A Capterra reviewer reports a learning curve even though training materials are available. |
| Notable news | On August 10, 2026, Advisor360° announced a pilot for native Schwab account opening through its digital onboarding API. | FundCount announced on March 21, 2022 that it added a SaaS option on Amazon infrastructure in Canada alongside on-premises and cloud deployments. |
| Reporting | Practice-level reporting exposes relationship health, pipeline progress and team execution patterns. | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. |
Advisor360° CRM plans
- Advisor360° CRMPriced on request
FundCount plans
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Shadow Hedge Fund$35,899 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
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 FundCount if…
FundCount is aimed at family offices, fund administrators, hedge funds, and private equity firms. Its accounting and reporting features suit organizations handling multiple asset classes or partnership structures.