Advisor360° CRM
6.7#4 in wealth managementAndroidiOSWebAPI
VisitAdvisor360° CRM vs RightCapital
RightCapital
7.0#3 in wealth managementAndroidiOSWeb
VisitWhat both publish
| Fact | Advisor360° CRM | RightCapital |
|---|---|---|
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, 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. | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale. |
Advisor360° CRM plans
- Advisor360° CRMPriced on request
RightCapital plans
- Basic$149.95
- Premium$209.95
- Platinum$254.95
- EnterprisePriced 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 RightCapital if…
It is intended for financial advisors who need retirement, tax, insurance, investment, estate or other planning tools and client-facing summaries. Its portal and mobile app also support clients who want to view financial details, track budgets and upload documents.