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AdvisorEngine vs InvestCloud

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
InvestCloud logo
InvestCloudWealth Management Platforms
CustomPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

InvestCloud logo
InvestCloud
Wealth Management Platforms

A Smarter Financial Future Starts with People

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform with CRM, portfolio, and proposals.Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
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
InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici…
Pricing modelPer seatCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142010
Team size201-500 employees1001-5000 employees
HeadquartersNew York, NYWest Hollywood, CA

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