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AdvisorEngine CRM

iPhone + Android

7.2No. 3 of 31
in Financial Advisor Software
  • Recognised40% of the score20
  • Phone app26% of the score100
  • Documented20% of the score84
  • Free plan14% of the score30
Free plan
No
Paid plans from
$5.75/mo
Runs on
Android, iPhone, Web
Visit site Alternatives

Summary

AdvisorEngine CRM is ranked #3 of 31 in financial advisor software on Samsung Mobile US Press. It runs on Android, iOS, Web. Paid plans start at $5.75/mo.

AdvisorEngine CRM plans and pricing

All plans
AdvisorEngine CRM $69/yr per user, per month; billed annually Minimum three users · access to all features · priority support · unlimited document storage advisorengine.com · 30 Sept 2026

Compared on financial advisor software

Paid from
$69/user/moadvisorengine.com
Client portal
Yesadvisorengine.com
Compliance workflows
Yesadvisorengine.com

Facts

Purpose
AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors.advisorengine.com · 30 Sept 2026
Workflows
The CRM tracks workflow progress across clients and includes activity tracking.advisorengine.com · 30 Sept 2026
Capabilities
The product page lists growth tools, contact management, practice management, and dashboards.advisorengine.com · 30 Sept 2026
Storage
AdvisorEngine says CRM records can store files and documents without limits on file types, folders, or storage space.advisorengine.com · 30 Sept 2026
Mobile access
The infrastructure page says mobile capabilities let users access alerts, records, and actions from any device.advisorengine.com · 30 Sept 2026
Updates
AdvisorEngine says its CRM supports an average of 24 new releases a year.advisorengine.com · 30 Sept 2026
Integrations
The integrations page lists vendors including Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact.advisorengine.com · 30 Sept 2026
Security
AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level.support.advisorengine.com · 30 Sept 2026
Who it serves
AdvisorEngine describes its platform as designed for financial advisors and RIAs, including growing and established firms.advisorengine.com · 30 Sept 2026
Support
AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management.advisorengine.com · 30 Sept 2026
Access model
AdvisorEngine describes its platform as cloud-based, with secure access from anywhere.advisorengine.com · 30 Sept 2026
Getting started
The CRM page offers recorded and personalized demos and directs prospective customers to get started through its sales team.advisorengine.com · 30 Sept 2026

Company

Founded
2014advisorengine.com · 23 Sept 2026
Headquarters
New York, NY and Raleigh, NC, United Statesadvisorengine.com · 23 Sept 2026

Best AdvisorEngine CRM alternatives

See all 12
FinStak No. 1 7.3 iPhone + Android$60/moXplan No. 2 7.3 iPhone + AndroidMoneyGuide No. 4 7.1 iPhone only$33.33/moOrion Portfolio Accounting No. 5 7.1 iPhone + Android$1083.33/moeMoney Advisor No. 6 7.0 iPhone + AndroidInvestwell Mint No. 7 7.0 iPhone + Android₹2083.33/mo

Where it ranks on Samsung Mobile US Press

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Sources