AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Snap Projections
Snap Projections
6.3#19 in financial advisor softwareFrom $69 a monthWebAPI
VisitWhat both publish
| Fact | AdvisorEngine CRM | Snap Projections |
|---|---|---|
| Founded | 2014 | 2014 |
| Headquarters | New York, NY and Raleigh, NC, United States | Toronto, Ontario, Canada |
| 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 support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | Snap Projections describes itself as financial planning software for Canadian financial advisors and planners. |
| 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. | The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Snap Projections plans
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced 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 Snap Projections if…
It is intended for licensed financial and insurance advisors, portfolio managers, planners, and accountants. It is not intended for consumer personal use.