Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Head-to-head · Financial Services CRM Software

Salesforce Financial Services Cloud vs AdvisorCRM

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Salesforce Financial Services Cloud #1 in Financial Services CRM Software 9.3/10 30-day trial Free trial✓ 5 of 5 features Visit Salesforce
AdvisorCRM #18 in Financial Services CRM Software 7.3/10 Free plan Free plan✓ 4 of 5 features Visit AdvisorCRM

Salesforce Financial Services Cloud leads on 0 checks, AdvisorCRM on 1, and 5 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSalesforce Financial Services Cloud · 9.3/10
  • Free planonly AdvisorCRM
  • Free trialonly Salesforce Financial Services Cloud
  • Most featuresSalesforce Financial Services Cloud · 5 of 5

Salesforce Financial Services Cloud scores higher on our rubric for financial services crm software: 9.3 against 7.3 out of 10; our editors rank them #1 and #18.

AdvisorCRM offers free plan; Salesforce Financial Services Cloud doesn't.

Salesforce Financial Services Cloud is the better fit for large financial institutions. AdvisorCRM is the better fit for advisory firms wanting broad CRM value.

  • Salesforce Financial Services Cloud fits best

    Large financial institutions

  • AdvisorCRM fits best

    Advisory firms wanting broad CRM value

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Salesforce Financial Services Cloud 9.3/10 Visit ↗ AdvisorCRM 7.3/10 Visit ↗
At a glance
Editor score 9.3 7.3
Ranking #1 in Financial Services CRM Software #18 in Financial Services CRM Software
Best for Large financial institutions Advisory firms wanting broad CRM value
Pricing model Paid Free plan + paid
Starting price $325/user/mo —
Free plan — ✓ (best)
Free trial 30 days —
Deployment Cloud Cloud
Platforms Web Web
Support Community, Docs · 24/7 Email, Tickets
Compliance SOC 2 SOC 2, SSO/SAML, 2FA
Integrations 11 integrations 11 integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Salesforce Financial Services Cloud 5/5 · AdvisorCRM 4/5
Compliance workflows ✓ ✓
Opportunity management ✓ ✓
Client portal ✓ (best) Not checked yet
Audit trail ✓ ✓
Email and calendar sync ✓ ✓
Specs
Deployment Cloud Cloud
Our review
Pros
  • Industry-specific models for banking, wealth, insurance, lending, and asset management
  • KYC onboarding, compliance workflows, and immutable audit trails
  • Unified customer views, portals, AI, and broad financial-system integrations
  • Free Core CRM plan with unlimited contacts and custodian integration
  • AI meeting notes, workflow automation, forms, and e-signatures
  • Audit trails, role-based access, and integrations across advisor workflows
Cons
  • Starts at $325 per user per month with annual billing
  • No free plan; the free trial lasts 30 days
  • Some capabilities and integrations require separate licenses or add-ons
  • Advanced reporting is offered through a separate Performance Reporting plan
  • Trading and automated billing are separate from the core CRM offering
  • Enterprise security, API access, and premium support require the Enterprise tier
Our verdict

Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It brings together industry-specific data models, customer and relationship views, opportunity and referral management,…

Read the review →

AdvisorCRM is a cloud CRM and operations platform for financial advisors, RIAs, wealth managers, and advisory firms. It combines contact and opportunity management with portfolio and account data, workflow ticketing, document automation,…

Read the review →
  1. Salesforce Financial Services CloudFinancial Services CRM Software 9.330-day trial
  2. AdvisorCRMFinancial Services CRM Software 7.3Free plan

Strengths and trade-offs

  • Salesforce Financial Services Cloud — where it wins

    • Industry-specific models for banking, wealth, insurance, lending, and asset management
    • KYC onboarding, compliance workflows, and immutable audit trails
    • Unified customer views, portals, AI, and broad financial-system integrations

    Where it doesn't

    • Starts at $325 per user per month with annual billing
    • No free plan; the free trial lasts 30 days
    • Some capabilities and integrations require separate licenses or add-ons

  • AdvisorCRM — where it wins

    • Free Core CRM plan with unlimited contacts and custodian integration
    • AI meeting notes, workflow automation, forms, and e-signatures
    • Audit trails, role-based access, and integrations across advisor workflows

    Where it doesn't

    • Advanced reporting is offered through a separate Performance Reporting plan
    • Trading and automated billing are separate from the core CRM offering
    • Enterprise security, API access, and premium support require the Enterprise tier

More comparisons

All financial services CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update