AdvisorShelf
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CRM

Avantos

AI-native client management system using AI agents for onboarding and ongoing relationship management.

Made by Avantos, Inc. Visit Avantos' website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listedNone found
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What their website looks like

Screenshot of Avantos' homepage
Avantos' 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

We couldn't find prices on Avantos, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No pricing page; the homepage, the Onboarding, Relationship Intelligence and Servicing Platform pages and avantos.ai/pricing (no such page) checked. Sales is by demo booking only. Not found, Oct 6.

What one person pays for other advisor CRMs

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. Avantos isn't on it: it doesn't publish a price.

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

Connection cost: Avantos publishes no pricing for us to read.

No custodian, CRM or planning connection found

We didn't find one on the pages of Avantos, Inc.'s site we read. Ask Avantos, Inc. how account data gets into it.

Moving to Avantos from another tool

What Avantos, Inc.'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 Avantos pages we read

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

Fits best if

Our judgement

We haven't assessed fit for Avantos yet.

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

Similar tools

Compare Avantos with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
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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
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Corrections

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