Foundersuite vs AdvisorEngine

Starting Price

$49.00/month

Not provided by vendor

Best For

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

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.

Rating


4.5 / 5
(90)

(0)

Ideal number of Users

1 - 99

1 - 1000+

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Product Features

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

Screenshots

View 5 screenshots 101433 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

share Share Your Comparison of AdvisorEngine vs Foundersuite

Foundersuite vs AdvisorEngine

Share

share Share Your Comparison of AdvisorEngine vs Foundersuite