AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs One Adviser
One Adviser
6.1#22 in financial advisor softwareFrom A$29 a monthWeb
VisitWhat both publish
| Fact | AdvisorEngine CRM | One Adviser |
|---|---|---|
| Client portal | The client portal lets clients view financial information and performance reports, communicate with advisers and complete onboarding tasks. | The white-labelled client portal offers 2FA, secure messaging, document sharing and appointment booking. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | One Adviser describes itself as practice management software for Australian financial advisers, financial planning firms and AFSL licensees. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
One Adviser plans
- Client Service / Admin seatA$29 a month
- Paraplanner seatA$79 a month
- EssentialsA$99 a month
- Compliance Manager seatA$129 a month
- Adviser seatA$149 a month
- Principal / Practice Admin seatA$179 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 One Adviser if…
One Adviser is aimed at Australian financial advisers, planning firms and AFSL licensees needing advice production and compliance tools. It may also suit practices looking for a client portal and migration support from specified systems.