G2 Vendor Directory

360 View CRM vs. AdvisorEngine

A side-by-side comparison based on G2 review data.

Metric360 View CRM

by Abrigo

AdvisorEngine

by AdvisorEngine

Overall rating4.44.2
Review count1210
Ease of use8.38.4
Ease of setup4.34.3
Quality of support8.88.6
Meets requirements8.89.1
NPS58.33333350
Small Business25.0%50.0%
Mid-Market58.3%10.0%
Enterprise16.7%40.0%
Total page views8658
Total LLM citations277157

360 View CRM

Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.

Pros

    AdvisorEngine

    Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    Pros