AdvisorEngine CRM review
A broad wealth-management CRM with workflows, portals, reporting, and audit trails.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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, automated tasks, dashboards, reporting, document storage, client-portal sharing, and audit trails. Its scope suits growing advisory practices that need one system for client information, staff activity, recurring service processes, and communications across web, iOS, and Android.
The listed plan costs $69 per user per month with annual billing, and the pricing page specifies a minimum of three users. The plan includes access to all features, priority support, and unlimited document storage. That makes the purchase structure straightforward for firms that want the full feature set, but less flexible for smaller teams seeking monthly billing, a lower-commitment entry point, or multiple plan levels. The package is aimed at firms ready to adopt a broad CRM rather than buyers comparing lightweight contact-management tools.
Integration breadth is a central strength. AdvisorEngine CRM supports Microsoft Exchange, Microsoft 365, Google, Zapier, Calendly, Constant Contact, Docupace, Fidelity Wealthscape, Laser App, MoneyGuidePro, MyRepChat, Nitrogen, Orion, PreciseFP, and Schwab OpenView Gateway. These connections extend the CRM into email, calendars, scheduling, communications, planning, portfolio systems, and wealth-management workflows. Choose it when records, opportunities, process monitoring, client documents, portal sharing, and compliance-oriented audit history belong in one platform. Firms wanting a narrower CRM, a lower initial commitment, or tier-based pricing should look for a different fit.
AdvisorEngine CRM pros and cons
- 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
AdvisorEngine CRM fact sheet, pricing and score →
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