AdvisorEngine CRM vs. 360 View CRM
A side-by-side comparison based on G2 review data.
| Metric | AdvisorEngine CRM | 360 View CRM |
|---|---|---|
| Overall rating | 4.0 | 4.4 |
| Review count | 26 | 12 |
| Ease of use | 8.0 | 8.3 |
| Ease of setup | 8.4 | 4.3 |
| Quality of support | 8.9 | 8.8 |
| Meets requirements | 8.7 | 8.8 |
| NPS | 23.076923 | 58.333333 |
| Small Business | 92.3% | 25.0% |
| Mid-Market | 7.7% | 58.3% |
| Enterprise | 0.0% | 16.7% |
| Total page views | 85 | 86 |
| Total LLM citations | 484 | 277 |
AdvisorEngine CRM
AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. AdvisorEngine CRM features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session.
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.