AdvisorEngine CRM review

AdvisorEngine CRM is an advisor-specific CRM with a simple price: $69 per user per month, billed annually, with a minimum of three users and access to all features. The product centers on a workflow engine that tracks progress for each client, from simple service requests to complex processes, plus contact management, dashboards that visualize firm data and growth tools for engaging prospects through integrations that need no coding. Unlimited data and document storage and priority support are included without extra charges, which removes the add-on math found on some competitors. AdvisorEngine also sells digital onboarding, portfolio management, rebalancing, performance reporting, fee billing and a client portal, so firms can grow into a wider platform. The minimum of three users makes it a poor fit for solo advisors, who would pay $207 per month, and there is no published free trial, only recorded and personalized demos.

Who it is for

Advisory teams of three or more wanting one flat price

Price

$69 per user per month billed annually, minimum three users, all features included.

$ 69 per user, per month* Access to all features
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Workflow engine with activity tracking for each client
• Contact management for personalized client communications
• Dashboards that turn CRM data into visualizations
• Growth tools for prospect engagement with integrations and no coding
• Unlimited document storage and priority support

Strengths and weaknesses

• Strength: One price includes all features
• Strength: Unlimited data and document storage with no upcharges
• Strength: Recorded demo available without a sales call
• Weakness: Minimum of three users, so a solo advisor pays for three seats
• Weakness: Billed annually only
• Weakness: No free trial is listed

Key facts

• Price: $69 per user per month, billed annually
• Minimum: 3 users
• Platform: Also offers onboarding, portfolio management, rebalancing, reporting, billing and a client portal

Where it ranks

AdvisorEngine CRM is No. 5 in our Best CRM for Financial Advisors verdict.