AdvisorEngine CRM vs Meridian Planning

AdvisorEngine CRM plans

• AdvisorEngine CRM$69 a month

Meridian Planning plans

• Founding Member rate$49 a month
• Solo Advisor$79 a month
• Small Practice$149 a month
• Enterprise$299 a month

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 Meridian Planning if…

You want what its maker publishes above — check its page for the details.