AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs intelliflo office
intelliflo office
5.3#31 in financial advisor softwareWebAPI
VisitWhat both publish
| Fact | AdvisorEngine CRM | intelliflo office |
|---|---|---|
| Client portal | The client portal lets clients view financial information and performance reports, communicate with advisers and complete onboarding tasks. | The integrated client portal is a white-labelled web app accessible from any device for secure communication, virtual meetings and paperless document sharing. |
| Headquarters | New York, NY and Raleigh, NC, United States | London, 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 intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
intelliflo office plans
- intelliflo officePriced 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 intelliflo office if…
intelliflo office is aimed at financial advisers seeking software to manage client engagement and advice work across multiple stages. Its features span small practices through large institutional customers, according to the product description.