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Instead of AdvisorCRM

AdvisorCRM alternatives

AdvisorCRM is a cloud platform for financial advisors that combines CRM records, portfolio management, ticketing, and back-office processing. It supports contact segmentation, tasks, deals, opportunities, compliance workflows, audit trails, and email and calendar sync. AI meeting tools create agendas, transcribe Zoom meetings, update CRM records, and draft follow-up emails. The platform also mirrors custodian transactions, positions, cash, goals, alerts, and performance metrics, with integrations including Google Suite, Microsoft Suite, Zoom, DocuSign, and Charles Schwab.

  1. 1

    Zoho CRM

    by Zoho CRM
    Free plan AndroidAPIiPhone+1

    General sales CRM with marketing automation — Zoho CRM adds Android and iOS apps, visual sales pipelines, marketing automation, and AI features beyond AdvisorCRM's web and API access.

    6.9 Free plan · paid from $14/user/mo (annual) · 15-day trial Visit site
  2. 2

    Total Expert

    Free plan AndroidAPIiPhone+1

    Financial-services customer outreach and lead management — Total Expert centers on customer data, financial signals, lead routing, multichannel campaigns, and AI voice qualification rather than AdvisorCRM's portfolio and back-office mix.

    7.0 Free plan · paid from $100/user/mo Visit site
  3. 3

    AdvisorEngine CRM

    Paid AndroidAPIExtension+3

    Wealth-management workflow and document storage — AdvisorEngine CRM adds unlimited file and document storage, mobile alerts and actions, workflow tracking, and dashboards for wealth-management firms.

    6.0 From $69/user/mo (annual) Visit site
  4. 4

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb

    Multi-asset portfolio analysis and reporting — Advyzon focuses on performance, allocation, risk, and tax-lot analysis across multi-asset alternatives, unlike AdvisorCRM's broader CRM and operations scope.

    5.6 Pricing on request Visit site
  5. 5

    Aidium

    Paid AndroidAPIiPhone+1

    Mortgage teams needing deep automation — Aidium targets mortgage businesses with 80-plus automation playbooks, propensity AI, compliant messaging, and more than 100 connectors.

    6.0 Pricing on request Visit site
  6. 6

    Altvia

    by Altvia
    Paid AndroidiPhoneWeb

    Private-equity and venture-capital investor relations — Altvia connects fundraising, investor relations, deal activity, LP data, and a branded investor portal, areas outside AdvisorCRM's advisor-focused platform.

    5.5 Pricing on request Visit site
  7. 7

    DealCloud

    Paid AndroidExtensioniPhone+1

    Professional-firm deal and relationship intelligence — DealCloud adds AI relationship paths, configurable deal workflows, flexible entities, market-data enrichment, and Microsoft add-ins for private capital and advisory firms.

    5.8 Pricing on request Visit site
  8. 8

    AgencyBloc AMS+

    by AgencyBloc AMS+
    Free plan AndroidAPIWeb
    7.4 Pricing on request Visit site
  9. 9

    Creatio CRM

    by Creatio CRM
    Free trial AndroidAPIiPhone+2
    6.3 14-day trial Visit site
  10. 10

    InsuredMine

    Free trial AndroidAPIiPhone+1
    6.2 From $219/mo (annual) · 14-day trial Visit site
  11. 11

    Advisor360° CRM

    by Advisor360° CRM
    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  12. 12

    Redtail CRM

    by Redtail CRM
    Free trial AndroidAPIiPhone+1
    6.0 From $39/user/mo (annual) · 30-day trial Visit site
  13. 13

    Salesforce Financial Services Cloud

    Free trial AndroidAPIExtension+2
    6.0 From $325/user/mo (annual) · 30-day trial Visit site
  14. 14

    LendingWise

    Free trial APIWeb
    5.9 From $119.17/user/mo (annual) Visit site
  15. 15

    Dynamo CRM & Deal Management

    by Dynamo CRM & Deal Management
    Paid AndroidAPIiPhone+1
    5.8 Pricing on request Visit site
  16. 16

    Wealthbox

    by Wealthbox
    Free trial AndroidAPIExtension+2
    5.8 14-day trial Visit site
  17. 17

    BNTouch Mortgage CRM

    Paid AndroidiPhoneWeb
    5.7 Visit site
  18. 18

    Cloudsquare

    Paid APIWeb
    5.6 From $75/user/mo · 15-day trial Visit site
  19. 19

    Jungo

    Paid AndroidiPhoneWeb
    5.6 From $96/user/mo (annual) · 7-day trial Visit site
  20. 20

    Oracle Siebel CRM

    Paid AndroidAPIiPhone+3
    5.6 Visit site
  21. 21

    Practifi

    Paid AndroidAPIiPhone+1
    5.5 From $135/user/mo Visit site
  22. 22

    SurefireCRM

    Paid AndroidAPIiPhone+1
    5.4 Pricing on request Visit site
  23. 23

    OneVest CRM

    Paid APIWeb
    5.3 Pricing on request Visit site
  24. 24

    Pega CRM

    by Pega CRM
    Free trial Web
    5.3 Pricing on request Visit site

Readers may still look elsewhere because the free Core CRM plan allows three users and manual meeting-note uploads, while broader capabilities require paid monthly add-ons. AdvisorCRM offers web and API access rather than native mobile apps. When comparing alternatives, consider whether you need marketing automation, mobile access, specialized mortgage or private-market workflows, richer portfolio analysis, or different relationship tools. Weigh each product's audience, integrations, automation, reporting, security, and total subscription cost against the advisor workflows you already use.

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