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AdvisorEngine vs Practifi

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
Practifi logo
PractifiWealth Management Platforms
From $80 / seat / moPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

Practifi logo
Practifi
Wealth Management Platforms

Intelligent CRM for RIAs That Demand More Power

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform with CRM, portfolio, and proposals.Client engagement platform for wealth management on Salesforce.
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 $80 / seat / mo
Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor…
Pricing modelPer seatCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142013
Team size201-500 employees51-200 employees
HeadquartersNew York, NYChicago, IL

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