AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Fin365
What both publish
| Fact | AdvisorEngine CRM | Fin365 |
|---|---|---|
| Client portal | The client portal lets clients view financial information and performance reports, communicate with advisers and complete onboarding tasks. | The web portal supports client reporting, fact find submissions, annual fee disclosures and administration tools. |
| Headquarters | New York, NY and Raleigh, NC, United States | Warana, Queensland, Australia |
| 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 integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Fin365 plans
No prices published.
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 Fin365 if…
Fin365 suits financial services firms seeking client, workflow, and business management tools across financial planning, insurance, mortgage broking, or accounting. Firms should consider its Microsoft platform dependencies and subscription terms.