AdvisorEngine CRM Alternatives (September 2025)

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Grow your AUM, streamline client engagement, and protect your firm

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

All-in-one innovative investment management software that works for every real estate investment firm. Sensr Portal is your daily hub to modernize the investor experience, fund deals faster, save time and reduce errors.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Pepper

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations & guidance for mid-market businesses.

WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis. Get your free demo today.

Financial Planning software designed for Canadian Advisors, Planners and Wealth Managers to grow your AUM and receive more referrals.

We automate functions like pricing, hedging, trading, and social media for mortgage brokers. Actionable data bolsters operational and competitive strategies.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Transform your financial institution with the innovative nCino platform—built by bankers for bankers.

Designed to be your complete wealth system, from investment expertise to the hardest-to-reach experiences, we aim to amplify your greatness.

FIS® Investment Operations Suite - Multi-asset Edition services the full liquidity spectrum across traditional and digital asset classes.

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

End-to-end lending automation platform with the fastest time-to-market and auto-pilot intelligence.

CRM for Investment Bankers to manage deals, opportunities, contacts and much more. Get up to date status on current deals and opportunities.

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Comprehensive donor management and fundraising software. Bloomerang's nonprofit CRM helps to acquire, retain and engage donors.

The most advanced web-based end-to-end loan origination and loan servicing software for private lenders. Take the routine off your plate.

Partnership Enablement provides a unified solution across the investment lifecycle—from fundraising and investor operations to fund administration.

Virtuous gives you the nonprofit CRM, fundraising, volunteer, and marketing tools you need to create more responsive donor experiences and grow giving.

The best combination of Portfolio Management System and Middle Office outsourcing Service, designed for traditional, crypto or hybrid funds!

Unlock the potential of your commercial and real estate investments with RealPage’s investor management services (IMS) to streamline operations, boost ROI, and much more.

Meet Cash Flow Portal, an alternative investing platform that accelerates capital raising. We’ve already helped many GPs and fund managers raise over $6B.

Odessa's cross-platform workflow brings efficiency to your asset finance operations. Get started with your digital transformation journey today.

A comprehensive portfolio management and accounting platform for Family Offices

Complete Loan Management Software - Proven origination, servicing, and end-to-end solutions to power your success.

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

Improve your margins, strengthen compliance, enhance your customer experience, and accelerate your growth. Consolidate your FX team, workflows, and customers into a single digital platform built by world class engineers with deep domain expertise.

We are the pioneers of Engagement Banking. Our industry-leading platform helps banks and other financial institutions get closer to their customers like…

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

Diligent Equity enables investors, law firms, and private companies to manage their cap tables, valuations, investments, and overall workflows.

Covercy is the first real estate investment management software that combines banking with investment management.

Go further with core banking software designed to enable financial institutions to rapidly launch new products and scale securely with ease.

Discover Equisoft/connect Gain exclusive access to the web-based CRM software designed specifically for insurance and finance professionals . Equisoft/connect is an indispensable tool for financial advisors seeking to optimize their business practice and customer relationship management. See how Equisoft/connect will provide you with all the essentials you need to maximize and simplify your book of business. 792f0012-abfd-403c-aba5-75c5c13e0895

The most complete and modular suite of productivity tools for frontline employees. Trusted by global brands and loved by their employees.

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

Discover Lobby CRE – CRE asset management software to protect, manage, and optimize cashflow for faster returns.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Practice management software for bookkeepers and accountants. Communicate with clients, streamline month-end close, and offer advisory.

Wealth Docx Core includes interactive templates for drafting basic to complex wills and trusts, plus the most comprehensive suite of solutions for charitable planning, asset protection, and retirement.

OnBoard is board management software that reduces complexity so boards and leadership teams can work smarter, move faster, and achieve more.

Agiled helps you manage all of your business in one place. Focus on your work while Agiled does all the heaving lifting for you.

Carta's 409A valuation services are trusted with more than 15,000 valuations per year. Get fast, audit-ready valuations for your startup or private company.

Nonprofits use DonorPerfect Fundraising Software for their Donor Management, Grant & Gift Tracking, Moves Management, Mass Mailing needs and more

Unleash the potential of comprehensive software suite for enterprise management to boost your business efficiency and growth.

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

End-to-end trading, treasury, risk management and regulatory compliance solutions that consolidate and streamline operations, optimize investment, unlock value and drive growth. Adenza give financial institutions confidence by solving today’s challenges, whilst unlocking opportunities for their futures.

Business-outcome-driven enterprise architecture software. Digital business strategy, enterprise architecture planning. Change management tool

Applications Manager is an application monitoring tool that helps thousands of admins across the world to ensure maximum business service uptime. Try now!

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

Guide and support your students all the way from orientation to commencement with a full lifecycle academic advising software for higher education.

All-in-one tax practice management software, TaxDome is an integrated platform to automate handling your tasks, clients and team, manage tax prep, bookkeeping and payroll.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing.

Q2 creates simple, smart, end-to-end banking and lending experiences that make you an indispensable partner on your customers’ financial journeys

Automate simple tasks and boost transparency with Blackbaud Financial Edge NXT, the most comprehensive fund accounting software on the market.

Flowlu is a comprehensive business management platform that streamlines operations, manages projects, tracks finances, and collaborates with teams - all from one centralized location.

ICE Mortgage Technology is a leading cloud-based platform provider for the mortgage finance industry. Our technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency.

Modular human resources software for leave management, digital time tracking, staff directory, performance reviews, onboarding, and more. Try free for 21 days!

CommodityPro is an enterprise commodity trading and risk management (CTRM Software) platform developed by TechnoGen - An IT Infrastructure & software service provider company based in India, serving globally. We are emerging to be a leading provider of CTRM software, serving commodity businesses across various trading areas such as contracts, finance, inventory, distribution & trade documentation

Billing and revenue management software by MaxBill ⚡ Multi-play cloud BSS for SMBs and I&Cs, billing, revenue management, CRM, and partner

Your coaching software for business growth. Sign up for FREE trial and unlock the power of CRM, automated tools, LMS, white-labelling & multicoach capabilities!

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

Proven Platform helps VC and PE firms to make vendor selection easy for portfolio companies.

Ubeya is the #1 workforce management software that helps with staff scheduling, employee onboarding, payrolI integration, workforce solution temporary staffing, temporary placement and the gig economy.

Magaya is a logistics software platform for freight forwarding, shipping, warehousing, accounting, visibility, customer experience, and compliance.

AngelList builds the infrastructure that powers the startup economy—providing investors and innovators with the tools to grow.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

AmpliFund's grant management software program enables government, healthcare, education and non-profit organizations to efficiently track and manage grant programs from start to finish.

beqom is a complete compensation management software for enterprise organizations focused on managing compensation, employee performance, and pay equity.

Your top rated CSM software platform. The easiest to use, fastest to implement software to reduce churn & increase customer revenue.

Law Ruler Legal CRM and Intake Software is the #1 CRM to grow your business. Manage leads, prospects, and clients more efficiently!