AdvisorEngine is an all-in-one platform designed for wealth management professionals, offering CRM, client onboarding, portfolio management, workflow automation, and compliance tools. Its robust features, such as document management and reporting, streamline processes and enhance productivity. With seamless integrations and a focus on financial advisory needs, AdvisorEngine supports growth and efficient operations for investment advisors and firms.
CRM Name | Price | Features |
---|---|---|
AdvisorEngine CRM | Pricing starts at $65 per user, per month | ✓ Capture important client demographic and financial information in one centralized, customizable place ✓ Manage workflows through automation |
Redtail | Pricing starts at $99 per month, per database for 15 users | |
Salesforce Financial Services Cloud CRM | Pricing starts at $150 per user, per month |