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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.
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.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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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.