Advisor360Pricing
Advisor360 Pricing Overview
What is Advisor360?
Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including…
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- Does not havePremium Consulting/Integration Services
Entry-level set up fee?
- No setup fee
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Advisor360 Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Covercy
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
Shrimpy
What is Shrimpy?
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
Nitrogen Growth Platform
What is Nitrogen Growth Platform?
Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.