AdvisorEngine vs IRESS
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
IRESSWealth Management Platforms
From $25 / seat / moPublished price
AdvisorEngine Wealth Management Platforms Personal. Scientific. Beautiful.® | IRESS Wealth Management Platforms Powering progress in financial services | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Wealth management technology platform with CRM, portfolio, and proposals. | Financial technology platform for trading, wealth management, mortgages, and market data. |
| 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… | From $25 / seat / mo Pricing depends on modules and number of users (monthly per-user fee). Iress publishes Xplan Mortgage plans starting from GBP 25/month per user; the core Xplan financial-planning… |
| Pricing model | Per seat | Per seat |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2014 | 1993 |
| Team size | 201-500 employees | 1001-5000 employees |
| Headquarters | New York, NY | Melbourne, Australia |