AdvisorShelf
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CRM

AdvisorCRM

AI-powered advisor platform combining CRM, portfolio management, ticketing and back-office processing.

Made by AdvisorCRM.com Visit AdvisorCRM's website
Starting priceFree plan
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed3 connectionsCharles Schwab, Nitrogen Wealth, SmartData. Source and date for each below.
Read this before you rely on AdvisorCRM's details. The free Core CRM lists "Custodian Integration". Custodial alerts are listed under the $59 Workflows & AI plan. Sources: AdvisorCRM.com's page.
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What their website looks like

Screenshot of AdvisorCRM's homepage
AdvisorCRM'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
Core CRM Free
No charge
 Free
Up to 3 users included
Workflows & AI $59/mo for up to 5 users
per month, up to 5 users included
 Billing period not stated on the pricing page
Up to 5 users included
Connections: Custodial alerts come only from the $59-a-month Workflows & AI plan up, not on the free Core CRM plan.

Enterprise plan: custom price

Optional add-ons: Performance Reporting $97 per month; Trading & Billing $499 per month; Compliance Suite price on request

Source: AdvisorCRM pricing page. Checked on the vendor's site, Oct 6.

Where AdvisorCRM sits on price

AdvisorCRMOther 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

Charles SchwabSmartData
AdvisorCRM3 connections listed

Data goes out to

Nothing the vendor says it sends out
Single sign-on
Charles Schwab
Direction not stated
Nitrogen Wealth
Custodian connections:
Connection cost: Custodian integration is listed on the free Core CRM plan, and each higher plan includes everything in the plan below it.
Checked on the vendor's site · Oct 6AdvisorCRM pricing page
Custodian connections:
Cost of custodial alerts: Custodial alerts come only from the $59-a-month Workflows & AI plan up, not on the free Core CRM plan.
Checked on the vendor's site · Oct 6AdvisorCRM pricing page
Charles Schwab
Checked on the vendor's site
  • Data in: account data and alerts
  • Single sign-on
Source: AdvisorCRM integrations page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools AdvisorCRM.com lists.

Nitrogen Wealth
Checked on the vendor's site
  • Direction not stated: risk questionnaires, check-ins and risk scores
Source: AdvisorCRM integrations page. Checked Oct 6.
SmartData
Checked on the vendor's site
  • Data in: held-away accounts, tax documents, prospect portfolios
  • Data in: portfolio holdings, positions and performance data from external accounts
Source: AdvisorCRM SmartData integration page. Checked Oct 6.

Moving to AdvisorCRM from another tool

What AdvisorCRM.com'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 AdvisorCRM pages we read

We looked on Oct 8. Before you sign, ask AdvisorCRM.com 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 AdvisorCRM.com's site.Not found

Fits best if

Our judgement

We haven't assessed fit for AdvisorCRM yet.

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

Similar tools

Compare AdvisorCRM with another tool

Same category (firm size not assessed yet), 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
Toolkit
From $26/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
Advisors Assistant
From $52/user/mo
Checked on the vendor's site · Oct 6
Charles Schwab · Data in checkedFidelity NFS · Data in checkedPershing · Data in checkedPershing NetX360 · Single sign-on only checkedLPL Financial · Data in checkedand 6 more on the profile
View profile

Corrections

No corrections to this profile yet.

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