Pricing
AdvisorCRM pricing
As advisorcrm.com lists them, read 21 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| Core CRM | Free · Unlimited contacts · Up to 3 users · One calendar and email sync · Custodian integration · AI meeting notes by manual upload | Free |
| Trading & Billing | $499 per month · Integrated trading · Automated client billing | $499 a month |
| Workflows & AI | $59 per month · Up to 5 users · Auto-joining AI meeting notetaker · Custodial alerts and advanced automation · Unlimited calendars and email accounts · Auto-filled forms and e-signatures · Zapier automation · Structured product, insurance, and tax modules | $59 a month |
| Performance Reporting | $97 per month · Advanced analytics and portfolio reporting dashboards | $97 a month |
| Enterprise | Custom · Dedicated account manager and onboarding · Custom integrations and API access · SSO and advanced security controls · Unlimited clients and usage subject to fair use · Custom SLA and premium support | On request |
| Compliance Suite | Contact us · Compliance and regulatory management tools | On request |
From advisorcrm.com.