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CRM

AdviAlly

All-in-one CRM and personal finance management software for financial professionals and their clients.

Made by BudgetPolitan, LLC Visit AdviAlly's website
Starting priceFrom $99.99/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “Our pricing model is designed to cater to firms and budgets of all sizes.”
Vendor says · source
Connections listed3 connectionsSalesforce, HubSpot, Mailchimp. Source and date for each below.
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What their website looks like

Screenshot of AdviAlly's homepage
AdviAlly's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
AdviAlly Ultimate $99.99/user/mo
per user, per month
Then $49.99/user/mo for each extra user
 Billed monthly
Price per CRM admin. Your first CRM user is free.

One person: $99.99 a month. The page's price calculator shows a total of $99.99 a month for one admin.

Personal Finance Management platform is charged per managed client: $2.00/month (1 to 100 clients), $1.75/month (101 to 150), $1.50/month (151 and above)

Source: AdviAlly homepage (pricing section). Checked on the vendor's site, Oct 6.

Where AdviAlly sits on price

AdviAllyOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
AdviAlly3 connections listed

Data goes out to

Mailchimp
Listed, no detail
SalesforceHubSpot
Connection cost: not stated on the AdviAlly pages we read (Oct 7).
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdviAlly integrations page. Checked Oct 6.
HubSpot
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdviAlly integrations page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools BudgetPolitan, LLC lists.

Mailchimp
Checked on the vendor's site
  • Data out: contacts synced to Mailchimp
Source: AdviAlly integrations page. Checked Oct 6.

Moving to AdviAlly from another tool

What BudgetPolitan, LLC's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the AdviAlly pages we read

We looked on Oct 8. Before you sign, ask BudgetPolitan, LLC which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on BudgetPolitan, LLC's site.Not found

Fits best if

Our judgement

We haven't assessed fit for AdviAlly yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare AdviAlly with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile
Wealthbox
From $59/user/mo
Checked on the vendor's site · Oct 6
Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
View profile
Maximizer
From $65/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile

Corrections

No corrections to this profile yet.

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