AdvisorEngine vs Copper

Rating

(0)


4.5 / 5
(344)

Starting Price

Not provided by vendor

$19.00/month/user

Best For

Financial CRM tool which is suited for advisory firms, financial advisors and global financial institutions. The tool helps in integration between clients, advisors and home office personnel.

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4.5 / 5

Customer Support


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • close Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management
  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • close Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

Capterra screenshot placeholder
View 5 screenshots 118832 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

Not provided by vendor
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

Not provided by vendor
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of Copper vs AdvisorEngine

AdvisorEngine vs Copper

Share

share Share Your Comparison of Copper vs AdvisorEngine