Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Advisor360° pricing
Short answer: Advisor360° doesn't publish prices on its website (checked October 29, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Advisor360° plans and prices
Contact vendor. Advisor360° doesn't publish prices on its website, so pricing is by quote.
Prices as of October 29, 2026, in USD, as listed on Advisor360°'s pricing page. Vendors change prices often; confirm before you buy.
- Advisor360° publishes no prices (advisor360.com/pricing redirects to its home page, October 29, 2026). It sells one connected subscription with modules firms switch on as needed; pricing comes through its sales team.
Questions to ask for a quote
- 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).
Advisor360° pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Advisor360° | Contact vendor | None listed | Pricing details |
| Nevis | Contact vendor | None listed | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| JIFFYAI | Contact vendor | Free trial offered (per the vendor's site). | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Advisor360° review · Advisor360° alternatives · Best CRM tools
Get a Advisor360° demo
Tell us a little about your firm and we'll pass your request to Advisor360°'s team. Free, no obligation.
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Advisor360° cost?
Advisor360° doesn't list prices publicly. Contact the vendor for a quote.
Does Advisor360° have a free plan or trial?
Advisor360°'s pricing page doesn't list a free plan or trial as of October 29, 2026. Ask the vendor about demos or pilots.
What should I ask Advisor360° about pricing?
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).