Advisor Terminal

Like

Advisor Terminal is the practice operating system for independent financial advisors. Keep your dealer for trades; move CRM, KYC snapshots, meeting notes, conversation capture, tasks, vault, wealth planning, and portfolio/trade math into one system.

Advisor Terminal screenshot 1

Cost / License

Subscription
Proprietary

Application type

CRM System

Origin

Canada

Since

New

Platforms

Software as a Service (SaaS)
Online

0likes

0articles

Features

Dark Mode
Task Time Tracking
Recurring Tasks
No Tracking
Kanban Board
Ad-free
Spell Checking
Reminders
End-to-End Encryption
Goal Tracking
No Coding Required
Real time collaboration
Two-factor Authentication
Cloud Sync
Import CSV Data
Financial Planning
Team Collaboration

Tags

Highlights All activities

Recent activities

Danilo Venom added Advisor Terminal as alternative to Ripcord Design, Advisor Websites, Twenty Over Ten, Altitude CRM and 1 more
about 2 months ago
advisorterminal added Advisor Terminal
about 2 months ago

Screenshot

All-in-one solution for email, SMS, marketing automation, transactional messaging, integrations with CMS and e-commerce platforms, and tiered email-sending plans.

Advisor Terminal information

Developed by
Advisor Terminal Inc.
Licensing
Proprietary and Commercial product.
Pricing
Subscription that costs from $229 per month.
Alternatives
4 alternatives listed
Badge
Get an embeddable badge for Advisor Terminal
Supported Languages
- English

AlternativeTo Categories

Office & Productivity, Security & Privacy, Business & Commerce

Popular alternatives

Advisor Terminal was added to AlternativeTo by advisorterminal on Sep 21, 2026 and this page was last updated Sep 21, 2026.

No comments or reviews, maybe you want to be first?

Social Networks

What is Advisor Terminal?

Advisor Terminal is the practice operating system for independent financial advisors. Keep your dealer for trades; move CRM, KYC snapshots, meeting notes, conversation capture, tasks, vault, wealth planning, and portfolio/trade math into one system. Built for Canadian and North American advisors.