Side by side
Advisor360° CRM vs KeeSense
Both stand on portfolio management 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° CRM
KeeSense combines multi-asset portfolio oversight, compliance workflows, reporting, and integrations for professional wealth managers. Organizations should request pricing and a tailored demonstration to assess deployment and user requirements.
Visit KeeSenseThe facts
| Advisor360° CRM | KeeSense | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Android, API, iPhone, Web | Self-hosted |
| Lowest paid plan | Free or on request | Free or on request |
| Plans published | 1 | 1 |
| Maker | Advisor360° CRM | KeeSense |
| Website | advisor360.com | keesystem.com |
| On portfolio management software | #45 of 81 | #49 of 81 |
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.
KeeSense: what it does well
- Covers listed and alternative assets
- More than 150 custodian-bank connections
- Private-cloud or on-premises deployment
- Custom and API-based reporting
- Multilingual in-house support
What to know first
- Pricing is available only on request
- Costs depend on feeds and users
- Self-hosted deployment requires customer management
- Demo access follows a tailored request
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