AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Verra for Advisors
Verra for Advisors
6.2#20 in financial advisor softwareFrom $299 a yearWeb
VisitWhat both publish
| Fact | AdvisorEngine CRM | Verra for Advisors |
|---|---|---|
| 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 pricing page says Verra connects existing scheduling tools and booking links are bring-your-own. |
| Purpose | AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors. | Verra provides advisors a workspace for client records, advisory opportunities, engagement documents, review tasks, fees, and business insights. |
| 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 privacy policy lists TLS and at-rest encryption, role-based access controls, row-level security, audit logging, least-privilege staff access, hardened cloud infrastructure, vulnerability updates, secret management, and backups. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Verra for Advisors plans
- Verra$29 a month
- Verra$299 a year
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 Verra for Advisors if…
You want what its maker publishes above — check its page for the details.