Advisor360° CRM vs RightCapital

Advisor360° CRM

5.4 #67 in Portfolio Management Software

About Advisor360° CRM

RightCapital

7.0 #15 in Financial Planning Software

About RightCapital
Advisor360° CRMRightCapital
Free planNoNo
Free trialNoYes
Paid from—$12.50/mo
Open sourceNoNo
PlatformsWebAndroid, iOS, Web
Compliance workflowsYes—
Free plan—No
Client portal—Yes

Both are listed in Best Financial Advisor Software. On Samsung Mobile US Press, RightCapital scores higher on our published basis.