AdvisorEngine vs Foundersuite

Best For

Who Uses This Software?

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.

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

Target Customer Size (Users)

1 - 1000+

1 - 99

Pricing

Starting Price

Not provided by vendor

$49.00/month

Free Trial

No Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

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Ratings

Overall

(0)
4.5 / 5
(90)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Training & Support

Support

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

Training

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

share Share Your Comparison of Foundersuite vs AdvisorEngine


AdvisorEngine vs Foundersuite

AdvisorEngine

by AdvisorEngine

Best For

Who Uses This Software?

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.

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

Target Customer Size (Users)

1 - 1000+

1 - 99

Pricing

Starting Price

Not provided by vendor

$49.00/month

Free Trial

No Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall

(0)
4.5 / 5
(90)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Training & Support

Support

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

Training

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

Share Your Comparison of Foundersuite vs AdvisorEngine