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Security & compliance
The vendor hasn’t added security or compliance details yet.
Wealth management technology platform with CRM, portfolio, and proposals.
Pricing
$69 / user / month
Founded
2014
Team size
201-500 employees
Headquarters
New York, NY
At a glance
Best for
Financial Advisors
Pricing model
Per seat
About AdvisorEngine
AdvisorEngine provides wealth-management technology spanning CRM, digital client engagement, portfolio management, billing and business intelligence. The vendor publishes AdvisorEngine CRM at $69 per user per month, billed annually, with a minimum of three users. Pricing for the broader platform varies according to firm size and selected capabilities and requires a customized quote.
Pricing
$69 / user / monthPricing
Updated Aug 2026| Offering | Price | Billing terms |
|---|---|---|
| PlanPublished entry price | $69 / user / month | Billed monthly |
Your scenario
Monthly cost
First year$69 / month
Ongoing$69 / month
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
AdvisorEngine
AdvisorEngine doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for AdvisorEngine and Cubbie routes it to the vendor and our procurement team.
