AdvisorEngine CRM

6.5easy start · #15 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $5.75/mo.

AdvisorEngine CRM is ranked #15 of 31 in financial advisor software on The Geeks Club. 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/mo
Client portal: Yes
Compliance workflows: Yes

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The record

Purpose: AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors.
Workflows: The CRM tracks workflow progress across clients and includes activity tracking.
Capabilities: The product page lists growth tools, contact management, practice management, and dashboards.
Storage: AdvisorEngine says CRM records can store files and documents without limits on file types, folders, or storage space.
Mobile access: The infrastructure page says mobile capabilities let users access alerts, records, and actions from any device.
Updates: AdvisorEngine says its CRM supports an average of 24 new releases a year.
Integrations: The integrations page lists vendors including Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact.
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.
Who it serves: AdvisorEngine describes its platform as designed for financial advisors and RIAs, including growing and established firms.
Support: AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management.
Access model: AdvisorEngine describes its platform as cloud-based, with secure access from anywhere.
Getting started: The CRM page offers recorded and personalized demos and directs prospective customers to get started through its sales team.
Founded: 2014
Headquarters: New York, NY and Raleigh, NC, United States
Price from: $5.75/mo

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#15 of 31
Best Financial Services CRM Software in 2026#12 of 28

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Sources

advisorengine.com/wealth-management-technology/crm· checked 30 Sept 2026
advisorengine.com/crm/infrastructure· checked 30 Sept 2026
advisorengine.com/crm/integrations· checked 30 Sept 2026
support.advisorengine.com/portal/en/kb/articles/5024000003· checked 30 Sept 2026
advisorengine.com/faq· checked 30 Sept 2026