Advisor360° CRM
6.7#4 in wealth managementAndroidiOSWebAPI
VisitAdvisor360° CRM vs Masttro
What both publish
| Fact | Advisor360° CRM | Masttro |
|---|---|---|
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | New York City, New York, 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. | Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds. |
| Mobile | The Advisor360° Mobile App lets advisors view and update key CRM records from anywhere. | The mobile app is available for iPhone, iPad, and Android and provides alerts, interactive reporting, and published reports. |
Advisor360° CRM plans
- Advisor360° CRMPriced on request
Masttro plans
- Custom pricingPriced 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 Masttro if…
Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms. Its FAQ describes a typical fit as families with $50 million net worth and above.