AdvisorEngine CRM is a cloud-based customer relationship management platform for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. CRM records can store files and documents without limits on file types, folders, or storage space. On mobile devices, users can access alerts, records, and actions. The platform supports a client portal, compliance workflows, opportunity management, audit trails, and email and calendar sync. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine says session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. The company describes an average of 24 new releases a year and offers migration and onboarding assistance, training, dedicated client support, and relationship management. Pricing starts at $69/user/mo (annual), with a three-user minimum. Prospective customers can request a recorded or personalized demo through the sales team.
Who it is for
It suits growing and established financial advisory firms and RIAs that need client workflows, compliance tools, and document storage. Its three-user minimum makes it a fit for teams rather than solo users.
What is good
- Unlimited document storage and file types
- Mobile access to alerts, records, and actions
- Supports compliance workflows and audit trails
- Includes migration, onboarding, and ongoing training
What to know first
- Three-user minimum
- Starts at $69/user/mo (annual)
Verdict
AdvisorEngine CRM brings client workflows, practice tools, and document storage together for advisory firms. Its listed price and three-user minimum are important considerations for smaller teams.
AdvisorEngine CRM plans and pricing
All plansCompared on financial advisor software
- Paid from
- $69/user/mo
- Client portal
- Yes
- Compliance workflows
- Yes
