Advisors Assistant vs. CRMnext

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Advisors Assistant
Score 6.0 out of 10
N/A
Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego.N/A
CRMnext
Score 8.8 out of 10
N/A
CRMNext is a customer relationship management (CRM) software for every step in the sales and marketing lifecycles.N/A
Pricing
Advisors AssistantCRMnext
Editions & Modules
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Offerings
Pricing Offerings
Advisors AssistantCRMnext
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Advisors AssistantCRMnext
Top Pros

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User Testimonials
Advisors AssistantCRMnext
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