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Advisors Assistant vs. Salesforce Financial Services Cloud

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
Salesforce Financial Services Cloud
Score 8.1 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…N/A
Pricing
Advisors AssistantSalesforce Financial Services Cloud
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Advisors AssistantSalesforce Financial Services Cloud
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 AssistantSalesforce Financial Services Cloud
Top Pros

No answers on this topic

Top Cons

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Best Alternatives
Advisors AssistantSalesforce Financial Services Cloud
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User Ratings
Advisors AssistantSalesforce Financial Services Cloud
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Advisors AssistantSalesforce Financial Services Cloud
Likelihood to Recommend
FMG Suite
No answers on this topic
Salesforce
Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
Verified User
Anonymous
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Pros
FMG Suite
No answers on this topic
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
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Alternatives Considered
FMG Suite
No answers on this topic
Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
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Return on Investment
FMG Suite
No answers on this topic
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
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ScreenShots