AdvisorEngine CRM
AdvisorEngine CRM: A broad wealth-management CRM with workflows, portals, reporting, and audit trails. Ranked #17 of 28 in Financial Services CRM Software by our editors (7.4/10); pricing: From $69/user/mo (annual); best for wealth firms needing a complete CRM.
At a glance
- Editor score7.4 / 10
- PricingFrom $69/user/mo (annual)
- Best forWealth firms needing a complete CRM
- Paid from$69/user/mo
- Compliance workflowsYes
- Founded2014 · New York, NY and Raleigh, NC, United States
- Facts checked20 Sep 2026
Where it wins
- Covers client records, opportunities, workflows, reporting, and service tasks
- Includes client-portal sharing, audit trails, and unlimited custom fields
- Connects with major wealth, productivity, planning, and communication tools
Where it doesn't
- The listed $69 rate requires annual billing
- The pricing page specifies a minimum of three users
- Only one plan is listed, limiting tier-based purchasing choices
Our verdict on AdvisorEngine CRM
AdvisorEngine CRM is a cloud CRM for financial advisors and wealth management firms. It brings together contact and client profile management, prospect and opportunity tracking, configurable workflow templates, service monitoring, automated tasks, dashboards, reporting, document storage, client-portal sharing, and audit trails. Its scope suits growing advisory practices that need one system for client information, staff activity, recurring service processes, and communications across web, iOS, and Android.
The listed plan costs $69 per user per month with annual billing, and the pricing page specifies a minimum of three users. The plan includes access to all features, priority support, and unlimited document storage. That makes the purchase structure straightforward for firms that want the full feature set, but less flexible for smaller teams seeking monthly billing, a lower-commitment entry point, or multiple plan levels. The package is aimed at firms ready to adopt a broad CRM rather than buyers comparing lightweight contact-management tools.
Integration breadth is a central strength. AdvisorEngine CRM supports Microsoft Exchange, Microsoft 365, Google, Zapier, Calendly, Constant Contact, Docupace, Fidelity Wealthscape, Laser App, MoneyGuidePro, MyRepChat, Nitrogen, Orion, PreciseFP, and Schwab OpenView Gateway. These connections extend the CRM into email, calendars, scheduling, communications, planning, portfolio systems, and wealth-management workflows. Choose it when records, opportunities, process monitoring, client documents, portal sharing, and compliance-oriented audit history belong in one platform. Firms wanting a narrower CRM, a lower initial commitment, or tier-based pricing should look for a different fit.
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AdvisorEngine CRM pricing
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AdvisorEngine CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | $69/user/mo |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Yes |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | 2FA |
| Support | Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 16 integrations: Microsoft Exchange, Microsoft 365, Google, Zapier, Calendly, Constant Contact … See all → |
| Pricing | From $69/user/mo (annual) (source) |
| Website | advisorengine.com |
| Facts checked | 20 Sep 2026 |
AdvisorEngine CRM integrations
AdvisorEngine CRM lists 16 integrations on its own site.
- Microsoft Exchange
- Microsoft 365
- Zapier
- Calendly
- Constant Contact
- Docupace
- Fidelity Wealthscape
- Laser App
- MoneyGuidePro
- MyRepChat
- Nitrogen
- Orion
- PreciseFP
- Schwab OpenView Gateway
- AdvisorEngine Client Portal
See all AdvisorEngine CRM integrations →
Alternatives to AdvisorEngine CRM
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all AdvisorEngine CRM alternatives →
Also Ranked In
AdvisorEngine CRM is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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