Advisors Assistant vs. Affinity CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Advisors Assistant | Score6 out of 10 | N/A | Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego. | N/A |
 Affinity CRM | Score9.3 out of 10 | N/A | Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers. | $2,000 per year per user |
| Advisors Assistant | Affinity CRM | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Advisors Assistant | Affinity CRM | |
|---|---|---|
| Likelihood to Recommend | - | 9.0 |
| Likelihood to Renew | - | 10.0 |
| Usability | - | 8.0 |
| Support Rating | - | 9.3 |