AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Practifi
What both publish
| Fact | AdvisorEngine CRM | Practifi |
|---|---|---|
| Founded | 2014 | 2013 |
| Headquarters | New York, NY and Raleigh, NC, United States | Chicago, Illinois, United States |
| 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. | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms. |
| 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. | Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Practifi plans
- Practifi Naya$135 a month
- Practifi Sentir$195 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 Practifi if…
Practifi suits registered investment advisers and wealth management firms seeking CRM features such as client records, workflows, and meeting preparation. Naya is for firms wanting a configurable CRM; Sentir is for those considering its AI-native option.