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Head-to-head · Financial Services CRM Software

Salesforce Financial Services Cloud vs AdvisorEngine CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 7 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
AdvisorEngine CRM #17 in Financial Services CRM Software 7.4/10 Paid ✓ 5 of 5 features Visit AdvisorEngine

Salesforce Financial Services Cloud leads on 0 checks, AdvisorEngine CRM on 1, and 6 are even. Who comes out ahead on the 7 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
  • Lowest starting priceAdvisorEngine CRM · $69/user/mo
  • Free trialonly Salesforce Financial Services Cloud

Salesforce Financial Services Cloud scores higher on our rubric for financial services crm software: 9.3 against 7.4 out of 10; our editors rank them #1 and #17.

AdvisorEngine CRM is cheaper to start at $69/user/mo against $325/user/mo.

Salesforce Financial Services Cloud is the better fit for large financial institutions. AdvisorEngine CRM is the better fit for wealth firms needing a complete CRM.

  • Salesforce Financial Services Cloud fits best

    Large financial institutions

  • AdvisorEngine CRM fits best

    Wealth firms needing a complete CRM

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Side by side

Feature Salesforce Financial Services Cloud 9.3/10 Visit ↗ AdvisorEngine CRM 7.4/10 Visit ↗
At a glance
Editor score 9.3 7.4
Ranking #1 in Financial Services CRM Software #17 in Financial Services CRM Software
Best for Large financial institutions Wealth firms needing a complete CRM
Pricing model Paid Paid
Starting price $325/user/mo $69/user/mo (best)
Free plan — Not checked yet
Free trial 30 days —
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Community, Docs · 24/7 Tickets, Docs
Compliance SOC 2 2FA
Integrations 11 integrations 16 integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Salesforce Financial Services Cloud 5/5 · AdvisorEngine CRM 5/5
Compliance workflows ✓ ✓
Opportunity management ✓ ✓
Client portal ✓ ✓
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
  • Covers client records, opportunities, workflows, reporting, and service tasks
  • Includes client-portal sharing, audit trails, and unlimited custom fields
  • Connects with major wealth, productivity, planning, and communication tools
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
  • The listed $69 rate requires annual billing
  • The pricing page specifies a minimum of three users
  • Only one plan is listed, limiting tier-based purchasing choices
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 →

AdvisorEngine CRM is a cloud CRM for financial advisors and wealth management firms. It brings together contact and client profile management, prospect and opportunity tracking, configurable workflow templates, service monitoring,…

Read the review →
  1. Salesforce Financial Services CloudFinancial Services CRM Software 9.330-day trial
  2. AdvisorEngine CRMFinancial Services CRM Software 7.4Paid

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

  • AdvisorEngine CRM — where it wins

    • Covers client records, opportunities, workflows, reporting, and service tasks
    • Includes client-portal sharing, audit trails, and unlimited custom fields
    • Connects with major wealth, productivity, planning, and communication tools

    Where it doesn't

    • The listed $69 rate requires annual billing
    • The pricing page specifies a minimum of three users
    • Only one plan is listed, limiting tier-based purchasing choices

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