AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Conquest
What both publish
| Fact | AdvisorEngine CRM | Conquest |
|---|---|---|
| Founded | 2014 | LinkedIn states that Conquest was founded in 2018. |
| Headquarters | New York, NY and Raleigh, NC, United States | Winnipeg, Manitoba, Canada |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | The independent-advisor launch lists Charles Schwab, TradePMR, held-away account aggregation, Zocks and Jump as live connections, with Wealthbox and portfolio reporting planned. |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | The FAQ lists ISO/IEC 27001:2022, ISO/IEC 27017:2015, ISO 27018:2019, ISO 42001:2023, SOC 2, WCAG, and CSA STAR Level 1, and says data is encrypted in transit and at rest. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Conquest plans
- Independent advisor early-access trialFree
- Independent advisors & RIAsFree
- Enterprise wealth-firm deploymentPriced on request
- Enterprise wealth firmsPriced on request
Pick AdvisorEngine CRM if…
It is aimed at financial advisors, RIAs, and wealth management firms that need client workflow and activity tracking. The listed minimum is three users.
Pick Conquest if…
Conquest suits certified US-based independent advisors and boutique firms, particularly those with teams of 10 or fewer. Larger firms are directed to request a tailored demo.