Advisor360° CRM
6.7#4 in wealth managementAndroidiOSWebAPI
VisitAdvisor360° CRM vs SEI Wealth Platform
SEI Wealth Platform
6.0#10 in wealth managementWebAPI
VisitWhat both publish
| Fact | Advisor360° CRM | SEI Wealth Platform |
|---|---|---|
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. |
Advisor360° CRM plans
- Advisor360° CRMPriced on request
SEI Wealth Platform plans
- Custom enterprise 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 SEI Wealth Platform if…
You want what its maker publishes above — check its page for the details.