Advisor360° CRM
6.7#4 in wealth managementAndroidiOSWebAPI
VisitAdvisor360° CRM vs MoneyGuide
MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitWhat both publish
| Fact | Advisor360° CRM | MoneyGuide |
|---|---|---|
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Powhatan, Virginia, 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 integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Public API | Advisor360° announced a digital onboarding API that sends Schwab account-opening information directly from its platform. | Envestnet APIs expose MoneyGuide goal summaries, expense timelines and success-meter data for enabled firms. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. |
| Rating on Apple App Store | 3.7 out of 5 from 3 ratings | Envestnet Client View is rated 3.5 out of 5 from 13 ratings. |
Advisor360° CRM plans
- Advisor360° CRMPriced on request
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 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 MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.