AdvisorEngine

Automated

CRM and portfolio management platform for financial advisors with digital onboarding, planning, and fee billing.

Active plans

Total changes

Last change

Jul 3, 2026

Price trend

no history

What we know about AdvisorEngine’s pricing

Stable

Changes in 12 months

Cadence

Only change tracked, 2mo ago

Direction

New plan recently added

Category position

—

Not enough peers tracked yet

monthly

Custom

Last 1 changes

Date	Plan	Change	Old	New	Δ%
Jul 3, 2026	Enterprise	new plan	—	—	—

No confirmed competitors yet. These are Finance & Accounting products at a similar price, matched automatically — not verified alternatives.

From $20 per month

Digital financial wellness and investment advisor service offering financial planning subscriptions and managed investments.

From $149/mo

AI-powered financial planning deliverable tool for advisors to generate branded client presentations and reports.

From $12/mo

Billing Plans & Billing Start free, upgrade when you need more.

From $870 / 30 Credits

AI-powered all-in-one planning solution for advisors covering tax, estate, and insurance planning.

From $50/mo starting

401(k) plan provider for small businesses offering payroll integration, advisor services, and turnkey new plans with no setup fees.

Price not tracked

Free online investment and financial planning platform for Direct Plan mutual funds in India.