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AdvisorEngine vs Allfunds Tech

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
Allfunds Tech logo
Allfunds TechWealth Management Platforms
CustomPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

Allfunds Tech logo
Allfunds Tech
Wealth Management Platforms

Connecting you to growth

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform with CRM, portfolio, and proposals.European wealth management distribution platform offering mutual fund distribution for banks.
Pricing
Published price$69/user/month
AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo…
Custom
No public pricing. Allfunds is a B2B WealthTech platform for financial institutions; dealing/execution, data, RegTech and digital tools are contracted per institution based on ass…
Pricing modelPer seatCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142000
Team size201-500 employees501-1000 employees
HeadquartersNew York, NYMadrid, Spain

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