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Advisor360° alternatives for financial advisors
Short answer: The closest alternatives to Advisor360° are Nevis (best for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity), Salesforce Financial Services Cloud (best for larger firms that want a highly customizable platform), Practifi (best for growing rias that want structured workflows). Advisor360° itself is best for broker-dealers, insurance broker-dealers and rias that want one platform and data layer for the whole advisor workday, with ai built in.
Advisor360°: Connected wealth platform (CRM, planning, trading, reporting, compliance) with embedded AI agents for meeting prep, client insights and follow-up. See the full Advisor360° overview or all crm & client follow-up tools.
Advisor360° starts at
Lowest published starting price
Redtail CRM: From $39/user/mo (annual)
Alternatives with a free option
JIFFYAI, Wealthbox, Redtail CRM
Why advisors look beyond Advisor360°
- It is a full platform; plan for a migration, not a plug-in.
- Ask which modules and AI features are included in your quote.
- Confirm custodian support for your book (Schwab account opening was a pilot in August 2026).
- Not a fit if: You're happy with your CRM and only want an AI notetaker on top of it.
8 alternatives to Advisor360°
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| Nevis AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform. | Mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity | Contact vendor | None listed | Visit ↗ |
| Salesforce Financial Services Cloud Salesforce's CRM and AI platform for financial services firms. | Larger firms that want a highly customizable platform | From $325/user/mo (annual) | None listed | Visit ↗ |
| Practifi Intelligent CRM for RIAs and wealth management firms. | Growing RIAs that want structured workflows | From $135/user/mo | None listed | Visit ↗ |
| JIFFYAI Engagement AI suite for wealth firms: unified client data, onboarding, account servicing, an advisor desktop and an AI Advisor Companion. | Firms that want onboarding, servicing and an AI advisor assistant on one data layer across their custodians and CRM | Contact vendor | Free trial offered (per the vendor's site). | Visit ↗ |
| Wealthbox CRM workspace built for financial advisors, with AI features. | Advisors who want a modern, easy-to-use CRM | From $59/user/mo | Free trial offered. | Visit ↗ |
| Redtail CRM Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving. | Advisors who want a widely used, advisor-specific CRM | From $39/user/mo (annual) | Free trial offered. | Visit ↗ |
| Advyzon All-in-one advisor platform on a single code base and data model. | Firms that want CRM, reporting and more in one system | Contact vendor | None listed | Visit ↗ |
| FinTurk AI-native CRM for financial advisors with a built-in assistant (Finn) and the FinBox AI email inbox. | RIAs that want a CRM with AI built in rather than bolted on | From $90/user/mo (annual) | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose Nevis if you want mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity.
- Choose Salesforce Financial Services Cloud if you want larger firms that want a highly customizable platform.
- Choose Practifi if you want growing RIAs that want structured workflows.
- Choose JIFFYAI if you want firms that want onboarding, servicing and an AI advisor assistant on one data layer across their custodians and CRM.
- Choose Wealthbox if you want advisors who want a modern, easy-to-use CRM.
- Choose Redtail CRM if you want advisors who want a widely used, advisor-specific CRM.
- Choose Advyzon if you want firms that want CRM, reporting and more in one system.
- Choose FinTurk if you want rIAs that want a CRM with AI built in rather than bolted on.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
Related comparisons
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FAQ
What is the best alternative to Advisor360°?
It depends on what you need. Nevis is best for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity; Salesforce Financial Services Cloud is best for larger firms that want a highly customizable platform; Practifi is best for growing rias that want structured workflows.
Why look for a Advisor360° alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. Advisor360° is best for broker-dealers, insurance broker-dealers and rias that want one platform and data layer for the whole advisor workday, with ai built in, so if that isn't you, compare the options below.
How much do Advisor360° alternatives cost?
As of October 21, 2026, published starting prices are: Salesforce Financial Services Cloud From $325/user/mo (annual); Practifi From $135/user/mo; Wealthbox From $59/user/mo; Redtail CRM From $39/user/mo (annual); FinTurk From $90/user/mo (annual). Nevis, JIFFYAI, Advyzon don't publish pricing. Advisor360° is priced by quote.