TrustRadius

Advisors Assistant vs. Affinity CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Advisors Assistant
Score 6.0 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
Score 9.3 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
Pricing
Advisors AssistantAffinity CRM
Editions & Modules
No answers on this topic
Essential
$2000
per year per user
Scale
$2300
per year per user
Advanced
$2700
per year per user
Enterprise
Contact
Offerings
Pricing Offerings
Advisors AssistantAffinity CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Advisors AssistantAffinity CRM
Best Alternatives
Advisors AssistantAffinity CRM
Small Businesses
Affinity CRM
Affinity CRM
Score 9.3 out of 10
Method:CRM
Method:CRM
Score 8.5 out of 10
Medium-sized Companies

No answers on this topic

Zendesk Sell
Zendesk Sell
Score 8.8 out of 10
Enterprises

No answers on this topic

Conversica
Conversica
Score 9.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Advisors AssistantAffinity CRM
Likelihood to Recommend
-
(0 ratings)
9.0
(0 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(0 ratings)
Usability
-
(0 ratings)
8.0
(0 ratings)
Support Rating
-
(0 ratings)
9.3
(0 ratings)
User Testimonials
Advisors AssistantAffinity CRM
Likelihood to Recommend
No answers on this topic
Very well suited for venture capital or any firm where you are managing a lot of stakeholders that are in different groups.
Andrew Bouldin | TrustRadius Reviewer
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Pros
No answers on this topic
  • Organization
  • Data Housing
  • Exporting Data
GA
Greg Antonelli
Investor Realtions Senior Associate
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Cons
No answers on this topic
  • More prompts to update and sort new connections
  • More visual appeal on each listing on a list
  • An Outlook desktop app plugin
Andrew Bouldin | TrustRadius Reviewer
Read full review
Likelihood to Renew
No answers on this topic
We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
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Support Rating
No answers on this topic
Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
Alternatives Considered
No answers on this topic
Two different companies, so it's not like I chose one over the other. However, after using both Affinity and Salesforce, I can say that Affinity is easier to use due to its simplicity. Salesforce had a lot of bells and whistles, that when used appropriately, I'm sure can help, but its not needed for what I currently do.
GA
Greg Antonelli
Investor Realtions Senior Associate
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Return on Investment
No answers on this topic
  • Internal communication clarity
  • Streamlined operations
  • Ease of audit trails
Verified User
Anonymous
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ScreenShots