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AdvisorEngine vs Nitro Wealth

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
Nitro Wealth logo
Nitro WealthFinancial Planning and Analysis
From $99 / moPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

Nitro Wealth logo
Nitro Wealth
Financial Planning and Analysis

Measure risk tolerance, create personalized proposals, and confidently guide clients to retirement readiness

Overview
CategoryWealth Management PlatformsFinancial Planning and Analysis
What it isWealth management technology platform with CRM, portfolio, and proposals.Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
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 $99 / mo
Per-Center pricing (annual term, monthly-normalized): Income Center, Tax Center, and Legacy Center at $99/mo each (Legacy discounted to $79); Research Center $149/mo; Risk Center…
Pricing modelPer seatTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142011
Team size201-500 employees201-500 employees
HeadquartersNew York, NYAuburn, CA

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