Advisor360° CRM

Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform. It organizes people, accounts, relationships, and activity around household records, where teams can keep notes, decisions, documents, and next steps. Prospects can move through structured stages from first engagement to conversion and onboarding, with ownership and practice-wide visibility. A searchable timeline brings meetings, email, documents, and tasks together, and tasks can trigger the next workflow step automatically. Parrot AI organizes household conversations and documents, connects insights across meetings, and surfaces summaries and follow-up actions in CRM workflows. Advisors can view and update key records through the Advisor360° Mobile App. The CRM names Outlook and Exchange Online integration and connects with portfolio, planning, and trading tools in the platform. Secure messaging, a document vault, and compliance-designed texting support communications workflows. Practice-level reports cover relationship health, pipeline progress, and team performance. Advisor360° says its platform uses unique user IDs and passwords with multi-factor authentication and AES-256 encryption for communications; it also says the platform is SOC 2 and HIPAA certified and complies with AICPA Trust Services Principles. Pricing is available on request.

Advisor360° CRM brings household records, prospect pipelines, communications, and practice reporting into one platform. Practices considering it will need to request pricing and assess its fit with their existing workflows.

It is aimed at wealth management practices that need household-based client records, prospect tracking, and team workflows. Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.

Advisor360° CRM is a cloud wealth-management CRM for firms that need household relationships, prospect work, communications, and reporting in one operating environment. It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and home-office teams that already work in the Advisor360° ecosystem. Its strongest case is collaborative, compliance-conscious practice management; firms wanting a general-purpose standalone CRM should look elsewhere.

Overview

Advisor360° CRM is built natively into the broader Advisor360° platform, so client information can connect with portfolio, planning, and trading tools rather than living in an isolated contact database. Records are organized around households, linking people, accounts, relationships, and activity. That model is particularly practical for family relationships and accounts managed across a team.

The platform is cloud-deployed and supports Android, iOS, and web access. Advisor360° was founded in 2019 and is headquartered in Needham, Massachusetts.

Key features

Household records retain notes, decisions, documents, and next steps alongside the client context. Teams can therefore pick up a relationship without reconstructing its history from separate files. The benefit is greatest for practices where several advisors or staff share responsibility; a solo advisor with simple contacts may not need this level of structure.

Opportunity management moves prospects through defined stages from first engagement to conversion and onboarding. Ownership and practice-wide visibility make responsibility clear and let managers see pipeline progress. That is a meaningful advantage for firms with a coordinated business-development process, but less consequential when prospecting is informal or handled by one person.

Parrot AI organizes conversations and client documents at the household level, connects insights across meetings, and surfaces summaries and follow-up actions within CRM workflows. A searchable timeline combines meetings, email, documents, and tasks. Tasks can automatically trigger the next workflow step, helping teams turn meeting outcomes into accountable follow-through instead of separate reminders.

Advisors can view and update key records through the Advisor360° Mobile App. Outlook and Exchange Online integrations support communication continuity, while platform connections to portfolio, planning, and trading tools reduce duplicate entry for firms using those capabilities.

Secure messaging, document-vault integration, and compliance-designed texting are intended to keep communications protected, captured, and audit-ready. Practice reporting covers relationship health, pipeline progress, and team performance, giving leaders a firm-level view rather than only individual activity.

Access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. Advisor360° says the platform complies with AICPA Trust Services Principles and is SOC 2 and HIPAA certified.

Pricing

The Advisor360° CRM plan uses custom pricing; contact sales for a quote. No free plan or trial terms are provided, so firms must budget for a sales evaluation and compare the quote with their existing platform costs.

Custom pricing is appropriate for organizations whose requirements vary by advisor count, business line, integrations, or compliance process, but it makes quick cost comparison difficult. Smaller practices should confirm the minimum commitment and user terms before treating the platform as a replacement for a simpler CRM.

Platforms

Advisor360° CRM runs in the cloud and is available on Android, iOS, and the web. The mobile app is useful for advisors who need to update records away from a desktop, while web access supports broader team workflows.

Who it's for

This is aimed at wealth-management organizations that coordinate household relationships across advisors and support staff. RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and home offices are the clearest fits, especially when they want CRM activity connected to portfolio, planning, and trading workflows. It is a weaker choice for a general sales team, a firm seeking a low-cost public price, or a practice that does not need household-level collaboration and compliance workflows.

Pros and cons

Pros

• Household-centered records: Connects people, accounts, relationships, and activity for a shared view of complex client families.
• Connected follow-through: Timeline search, automated task progression, and Parrot AI summaries keep actions tied to meetings and documents.
• Compliance orientation: Secure messaging, protected document storage, compliant texting, MFA, AES-256 encryption, and stated SOC 2 and HIPAA certification support controlled communications.
• Practice visibility: Pipeline, relationship-health, and team-performance reporting supports managers as well as individual advisors.

Cons

• Price requires a sales process: Custom pricing offers no immediate way to judge affordability or compare per-user cost.
• Platform-specific fit: Its biggest benefits depend on wealth-management workflows and the Advisor360° environment, limiting appeal as a standalone general CRM.
• Process overhead: Structured stages, ownership, compliance capture, and household records may be more system than a small practice with uncomplicated relationships needs.

Alternatives

Financial Advisor Software and Financial Services CRM Software are useful starting points when you want to compare broader categories before committing to Advisor360°.

Choose Advyzon instead if you want a paid wealth-management platform available on Android, iOS, and the web. FinStak is the better fit for teams wanting a freemium route, a free plan and trial, or published per-user tiers: Basic is $60 a month billed at $60 per user monthly ($70 month-to-month) with a $500 setup fee, while Pro is $80 a month billed at $80 per user monthly ($90 month-to-month).

Xplan suits organizations that want packages and modules selected around business requirements, with pricing from Iress. AdvisorEngine CRM is worth considering when a published annual commitment matters: its plan is $69 a year, billed per user per month annually, with a three-user minimum, all features, priority support, and unlimited document storage.

Dynamic Planner is an alternative for firms seeking a planning-focused option with a client-priced Tram plan at £8 per client per year, subject to VAT. MoneyGuide fits advisors wanting a planning product with a free trial and the MyBlocks Individual plan at $125 a month on an annual subscription paid monthly. Orion Portfolio Accounting is a broader portfolio-accounting choice with Foundation starting at $13,000 annually. eMoney Advisor is another paid planning option with a free trial and organizationally variable Pro pricing.

Verdict

Advisor360° CRM is a strong choice for wealth-management firms that need household records, coordinated prospect management, compliant communications, and practice reporting connected to an existing Advisor360° platform. Choose it when shared context and workflow control matter more than transparent pricing. Look elsewhere if you need a general-purpose CRM, a lightweight standalone deployment, or a published low-cost plan.