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AdvisorEngine CRM Pricing Overview

AdvisorEngine CRM has 1 pricing edition that costs $65. A free trial of AdvisorEngine CRM is also available.

Name	Price	Features
AdvisorEngine CRM	$65.00Per Month	Price is per user / month. Billed Annually. ✔ Complimentary training ✔ Industry's Best Technical Support ✔ 98% Customer Satisfaction Rating Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost Capture important client demographic and financial information in one place Manage workflow to ensure tasks are communicated and completed Readily track your firm's efficiency Capture client documents and financial data from our strategic partners Access client data more easily through key integrations Show More

AdvisorEngine CRM pricing & plans

Free Trial is available

Pricing information for AdvisorEngine CRM is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase AdvisorEngine CRM must be conducted with the seller.

Pricing information was last updated on October 09, 2024

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AdvisorEngine CRM Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Redtail Technology Launch Plan	$39.001 User Per Month	Basic CRM including: Contact Management Document Storage Contact and Account-Level User Defined Fields Multiple Methods for Client Segmentation Account Management Compliant Note Entry and Archiving Activity, Custom Export, Mail Merge, and Note Templates Shareable, Customizable Calendaring Automated, Customizable Reports Customizable Database Lists Customizable Email Notifications and Dashboard Reminders Sales Pipeline Tracker Seminar/Event Management Mobile App Deep Industry Integrations Complimentary Database Conversions SSL Security Orion Client Portal Stress Test Risk Score Proposal Generation with New Account Opening Show More
Wealthbox CRM Basic	$59.00Per Month	Price is per user / month when billed annually Contacts 1 CRM Workspace 1 Opportunity Pipeline 2 GB File Storage Customizable Groups Contact & Household Management Contact Segmentation Tags Task Management Opportunity Management Calendar Workflows Projects Reports Custom Fields Activity Stream Coworker Notifications Administrative Controls Mobile App Companion Partner App Integrations Compliant Note Archiving Permissions & Visibility Bank-Level Security Session Timeout 2-Factor Authentication SOC 2 Compliant Customer Support Help Desk Live Help Data Portability CRM Migration Assistance Video Tutorial Library Knowledge Base Q&A Two-Way Calendar Sync Chrome Extension for Gmail Bcc Email Forwarding Show More
Practifi Additional User Subscription	$120.00Per Month	Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term. Free upgrades Knowledgebase Access Technical configuration & ongoing training Annual health check

Various alternatives pricing & plans

Free Trial is available

Pricing information for the above various AdvisorEngine CRM alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

AdvisorEngine CRM Categories on G2

Financial Services CRM

AdvisorEngine CRM Comparisons

AdvisorEngine CRMVSRedtail Technology

AdvisorEngine CRMVSWealthbox CRM

AdvisorEngine CRMVSSalesforce

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AdvisorEngine CRM Pricing Reviews

MC

Melissa C.

Chief Compliance Officer

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: G2 invite

Incentivized Review

Feb 28, 2024(Original Oct 22, 2019)

"We use Junxure for our online CRM. "

What do you like best about AdvisorEngine CRM?

We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

Sometimes there are so many features you can get bogged down when just trying to complete simple steps. Review collected by and hosted on G2.com.

What problems is AdvisorEngine CRM solving and how is that benefiting you?

Online access, modern software that is no longer dependent on internal staff to update, easy customer service. Review collected by and hosted on G2.com.

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