AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Plutosoft
What both publish
| Fact | AdvisorEngine CRM | Plutosoft |
|---|---|---|
| Founded | 2014 | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. |
| Headquarters | New York, NY and Raleigh, NC, United States | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, 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. | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Plutosoft 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 Plutosoft if…
Plutosoft suits financial planning practices seeking tools for advice preparation, compliance workflows and client access. Dealer groups may also find its Licensee Hub relevant for configuration, dashboards and file audits.