Advisor360° CRM

Overview

Advisor360° CRM is a cloud-based wealth management CRM built into the Advisor360° platform. Its household-centered records and shared prospect pipeline make it a strong fit for practices coordinating work across advisors and support teams. Its depth is most relevant to firms already looking for connected wealth-management workflows, rather than a standalone, general-purpose CRM.

Key features

Household records tie people, accounts, relationships, and activity together, giving teams a shared client context instead of a collection of disconnected contact records. Notes, decisions, documents, and next steps also stay attached to the household, which can help colleagues maintain continuity when responsibilities shift.

Prospect tracking follows structured stages from initial engagement through conversion and onboarding, with ownership and practice-wide visibility. That structure is useful for teams that need to see who is advancing an opportunity and where it stands; practices that do not manage prospects collaboratively may have less reason to value it.

Parrot AI organizes conversations and client documents at the household level, connects insights across meetings, and surfaces summaries and follow-up actions in CRM workflows. A searchable timeline brings together meetings, email, documents, and tasks. Tasks can automatically trigger the next workflow step, reducing the need to manage follow-through separately.

Practice-level reporting covers relationship health, pipeline progress, and team performance. These views give managers a way to monitor both client relationships and sales activity, though the CRM is oriented toward practice operations rather than a broad analytics brief.

Communication tools include secure messaging, a document vault integration, and compliance-designed texting intended to keep conversations protected, captured, and audit-ready. Advisor360° also names Outlook and Exchange Online integration and connections to portfolio, planning, and trading tools within its platform. These links make the CRM more compelling as part of a connected Advisor360° setup.

The Advisor360° Mobile App lets advisors view and update key CRM records away from the desk. Platform access uses unique user IDs and passwords with multi-factor authentication; communications are encrypted with AES-256. Advisor360° says its platform complies with AICPA Trust Services Principles and is SOC 2 and HIPAA certified.

Pricing

Advisor360° CRM is paid, with custom pricing available by contacting sales. There is no published price to compare against a firm’s budget before starting a sales conversation, so buyers should confirm the terms and fit directly with Advisor360°.

The single named plan, Advisor360° CRM, includes the CRM offering; its price is custom pricing. No separate lower-cost tier is described, so firms should assess the platform-level workflow and integration value rather than expect a published entry plan.

Platforms

The CRM is available on web, Android, and iOS. Cloud deployment and mobile access suit advisors who need to keep key records current across locations, while the web version supports office-based work.

Who it's for

Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices. The CRM is best suited to wealth-management practices that need shared household records, prospect ownership, compliance-oriented communications, and reporting across a team. It is less compelling for buyers seeking a standalone CRM without a need for wealth-management workflows or the broader platform.

Pros and cons

• Pro: Household-centered records connect people, accounts, and activity, helping teams work from a shared client picture.
• Pro: Structured pipeline stages and practice-wide visibility support coordinated prospect management through onboarding.
• Pro: Searchable activity, automated next steps, and meeting summaries connect follow-up to client workflows.
• Pro: Secure messaging, compliance-designed texting, and platform security measures address communication and oversight needs.
• Con: Pricing is custom, making early budget comparisons difficult.
• Con: Its strongest case depends on value from Advisor360°’s wider platform, which may not suit firms seeking an independent CRM.

Alternatives

Conquest is worth considering for US-based independent advisors and boutique firms, typically teams of 10 or fewer; its free waitlist is available, while a 14-day trial is upcoming.

Advyzon is another paid wealth-management option with Android, iOS, and web access.

FinStak may suit buyers who want a freemium option and published per-user pricing: its Basic plan is $60 a month, billed at $60 per user per month, with a $70 month-to-month rate and a $500 setup fee for CRM Only.

Xplan is a paid option with Android, iOS, web, and API platforms; its package and modules are selected for business requirements, with custom pricing.

AdvisorEngine CRM is an alternative with a stated $69 a year plan, billed per user per month and annually, with a three-user minimum, all features, priority support, and unlimited document storage.

Fin365 is a paid web-based alternative with a free trial.

Plutosoft is a paid, web-based alternative.

Fiducio is a web-based alternative with a free plan.

For broader comparisons, browse Financial Advisor Software, Financial Services CRM Software, and Portfolio Management Software.

Verdict

Choose Advisor360° CRM if your wealth-management practice needs household-centered client records, shared prospect management, and connected communication and reporting workflows. Its combination of team visibility, workflow follow-through, and mobile record access is a persuasive fit for firms coordinating client work across roles. Look elsewhere if you need a standalone CRM or require transparent pricing before engaging sales.