Side by side
Advisor360° CRM vs Fiducio
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Choose Advisor360° CRM if your wealth management practice wants household-centered records, a shared prospect pipeline, and connected communication and reporting workflows. Its mobile app and integrations support advisors working across client relationships. Buyers should account for its paid, sales-quoted pricing and its place within the Advisor360° platform.
Visit Advisor360° CRMFiducio covers client and prospect workflows alongside planning, portfolio reporting, and a client portal. Advisory firms should consider its role-based visibility and team-led onboarding; individuals have the separate free Financial Hub option.
Visit FiducioThe facts
| Advisor360° CRM | Fiducio | |
|---|---|---|
| Free plan | Not published | Yes |
| Open source | Not published | Not published |
| Runs on | Android, API, iPhone, Web | Web |
| Lowest paid plan | Free or on request | Not published |
| Plans published | 1 | None |
| Maker | Advisor360° CRM | Not published |
| Website | advisor360.com | getfiducio.com |
| On financial advisor software | #6 of 31 | #2 of 31 |
Advisor360° CRM: what it does well
- Organizes people, accounts, relationships, and activity by household.
- Tracks prospects through conversion and onboarding stages.
- Tasks can trigger the next workflow step automatically.
- Mobile app lets advisors view and update key records.
- Names Outlook and Exchange Online integration.
What to know first
- The product is paid, with pricing available from sales on request.
- CRM is built natively into the Advisor360° platform.
Fiducio: what it does well
- Household CRM combines contacts, documents, and history.
- Pipeline tracks prospects through conversion to clients.
- Advisors can model goals and scenarios with clients.
- Role-based access distinguishes firm-wide and relationship-manager views.
- Free Financial Hub is available for individuals.
What to know first
- New advisory firms are onboarded directly by Fiducio's team.
- Relationship managers see their own book unless granted team-lead access.
Alternatives to Advisor360° CRM Alternatives to Fiducio The whole list