AdvisorEngine CRM
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$207 per month for minimum 3 users
Free Trial
Free version unavailable
Small
Medium
Large
- Banking and insurance
- Professional services (engineering, legal, consulting, etc.)
- Public sector and nonprofit organizations
What is AdvisorEngine CRM
AdvisorEngine CRM is a customer relationship management system designed for wealth management and registered investment advisor (RIA) firms. It centralizes client and household records, tracks interactions and tasks, and supports advisor workflows such as onboarding, reviews, and service requests. The product is positioned as part of a broader AdvisorEngine platform, with integrations and data flows intended to connect CRM activity to other advisor-facing tools.
Wealth management data model
The CRM is built around advisor-specific concepts such as households, relationships, and client service workflows. This reduces the amount of customization typically required compared with general-purpose CRMs. It also supports common advisory processes like meeting preparation and periodic reviews through structured records and activity tracking.
Workflow and task management
AdvisorEngine CRM supports task assignment, reminders, and activity logging to help teams standardize service delivery. Firms can use workflows to manage repeatable processes such as onboarding and account maintenance. This can improve visibility into who owns a client request and where it sits in the process.
Platform integration orientation
The product is designed to operate within a broader advisor technology stack, with emphasis on connecting CRM data to other wealth management functions. This can reduce duplicate entry when firms adopt multiple modules from the same vendor. It also supports a more consistent client record across teams when integrations are implemented.
Best fit within suite
Firms that do not plan to use other modules from the same vendor may see less benefit from the platform-oriented design. Integration value depends on which connected products are adopted and how data is mapped. Organizations with a heterogeneous stack may need additional integration work to achieve a unified client record.
Customization and extensibility limits
Compared with highly extensible enterprise CRM platforms, configuration and deep customization options can be more constrained. Complex automation, bespoke objects, or specialized reporting may require vendor services or workarounds. This can be a consideration for firms with unique processes or heavy compliance-driven documentation needs.
Implementation and data migration effort
Moving from an existing CRM typically requires data cleansing, field mapping, and process redesign. Advisory firms often maintain long client histories, notes, and attachments that can be difficult to migrate cleanly. Time-to-value depends on the quality of legacy data and the firm’s willingness to standardize workflows.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| AdvisorEngine CRM | $69 per user, per month (billed annually) | Access to all features; Priority support; Unlimited document storage; Minimum three users (minimum committed seat requirement) |
Seller details
AdvisorEngine, Inc.
New York, NY, USA
2014
Private
https://www.advisorengine.com/
https://x.com/advisorengine
https://www.linkedin.com/company/advisorengine/
