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AdvisorEngine vs Broadridge

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
Broadridge logo
BroadridgeWealth Management Platforms
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

Broadridge logo
Broadridge
Wealth Management Platforms

Global Leader - Financial Technology Solutions

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform with CRM, portfolio, and proposals.Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.
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…
No public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys…
Pricing modelPer seatNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142007
Team size201-500 employees10000+ employees
HeadquartersNew York, NYLake Success, NY

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