AdvisorShelf
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CRM

Advisor360° for RIAs

Advisor360°'s platform for independent RIAs: grow, serve clients and stay compliant.

Made by Advisor360°, LLC Visit Advisor360° for RIAs' website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed2 connectionsMoneyGuidePro, eMoney. Source and date for each below.
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What their website looks like

Screenshot of Advisor360° for RIAs' homepage
Advisor360° for RIAs' 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 Advisor360°, LLC'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 RIA page (/ria), the RIAs page (/rias), the Advisor360° Office offer page and /pricing (redirects to the homepage) checked. Sales is by contact form 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. Advisor360° for RIAs 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

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Advisor360° for RIAs2 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
MoneyGuideProeMoney
Connection cost: Advisor360° for RIAs publishes no pricing for us to read.
MoneyGuidePro
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisor360° for RIAs page (Built-in planning integrations). Checked Oct 28.
eMoney
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisor360° for RIAs page (Built-in planning integrations). Checked Oct 28.

Moving to Advisor360° for RIAs from another tool

What Advisor360°, 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 Advisor360° for RIAs pages we read

We looked on Oct 8. Before you sign, ask Advisor360°, 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 Advisor360°, LLC's site.Not found

Fits best if

Our judgement

We haven't assessed fit for Advisor360° for RIAs yet.

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

Similar tools

Compare Advisor360° for RIAs 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
View profile
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

Corrections

No corrections to this profile yet.

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