AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Dynamic Planner
Dynamic Planner
7.3#5 in financial advisor softwareFrom £8 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | AdvisorEngine CRM | Dynamic Planner |
|---|---|---|
| Founded | 2014 | 2003 |
| Headquarters | New York, NY and Raleigh, NC, United States | Reading, UK |
| 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 home page says the platform has more than 26 integrations, while its Open API site describes 30-plus direct CRM, platform and provider integrations. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, helping match consumers with suitable portfolios. |
| Rating on GetApp | 4.4 out of 5 from 24 reviews | 0.0 out of 5 from 0 reviews. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Dynamic Planner plans
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced 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 Dynamic Planner if…
Dynamic Planner suits UK advice firms and wealth managers seeking a configurable platform for client profiling, cash flow, investment selection, and reviews. Tram may suit clients who use a mobile phone for the listed app features.