Advisor360° CRM review
A strong fit for advisory teams already working in the Advisor360° ecosystem.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advisor360° CRM is a cloud relationship-management application for wealth management and insurance professionals. Its household-centered records organize people, accounts, relationships, meetings, documents, tasks, and activity history in one client context. The product also supports prospect pipeline stages, ownership tracking, compliance-designed communications, secure messaging, practice-level reporting, and mobile access for viewing and updating key CRM records. It is most appropriate for advisory firms that want CRM processes aligned with household-based client service rather than a general-purpose contact database.
Pricing is handled through sales rather than published plans, so evaluation centers on the product’s workflow and ecosystem fit instead of plan-by-plan comparison. Advisor360° CRM connects with Microsoft Outlook and Exchange Online, and it integrates with Advisor360° Planning and Parrot AI. The broader platform also links CRM data with portfolio, planning, onboarding, compliance, and conversation-intelligence workflows. That alignment can help firms standardize advisor work across related applications, while teams outside the Advisor360° environment may find the product less compelling than a CRM with a wider independent integration strategy.
The product’s standout strength is its combination of household records, searchable interaction timelines, and dependent workflows. Teams can track meetings, emails, documents, and tasks, then use subsequent task triggers to support repeatable processes. Prospect stages, practice-level visibility, and secure communications extend the CRM beyond basic contact management. Choose Advisor360° CRM if your firm needs advisory-specific relationship management within the Advisor360° ecosystem. Consider an alternative if you need broadly applicable CRM workflows, a larger standalone integration approach, or publicly listed pricing for early-stage comparison.
Advisor360° CRM pros and cons
- Where it wins
- Household-centered records connect people, accounts, relationships, and activity.
- Dependent workflows automatically trigger subsequent tasks.
- Compliance-designed messaging, reporting, and mobile record access support advisors.
- Where it doesn't
- Pricing requires contacting sales rather than reviewing published plans.
- Its strongest fit is within wealth management and insurance workflows.
- Integration choices are centered on the Advisor360° ecosystem and Microsoft tools.
Advisor360° CRM fact sheet, pricing and score →
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