---
description: Get detailed information about Advisor Terminal usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Advisor Terminal Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Advisor Terminal](/software/1109037/Advisor-Terminal)

# Advisor Terminal

Canonical: https://www.capterra.co.il/software/1109037/Advisor-Terminal

> The practice operating system for independent financial advisors — CRM, notes, planning, and trades in one system, not ten.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Advisor Terminal?

Independent financial advisors, wealth managers, and planners at solo to mid-sized advisory practices. Users: advisors, portfolio managers, and client-service staff. Primarily Canadian firms.

## About the vendor

- **Company**: Advisor Terminal

## Commercial Context

- **Starting Price**: CA$229.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based, iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada

## Features

- Activity Dashboard
- Alerts/Notifications
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Document Management Software
- For Financial Institutions
- Pipeline Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- Chat

## Category

- [Financial CRM Software](https://www.capterra.co.il/directory/30562/financial-crm/software)

## Alternatives

1. [Backstop](https://www.capterra.co.il/software/169054/backstop) — 4.3/5 (46 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.co.il/software/204998/bigin-by-zoho-crm) — 4.7/5 (743 reviews)
3. [Zoho CRM](https://www.capterra.co.il/software/155928/zoho-crm) — 4.3/5 (6994 reviews)
4. [HubSpot CRM](https://www.capterra.co.il/software/152373/hubspot-crm) — 4.5/5 (4484 reviews)
5. [Pipedrive](https://www.capterra.co.il/software/132666/pipedrive) — 4.5/5 (3058 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1109037/Advisor-Terminal)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10053626/Advisor-Terminal/> |
| en-AE | <https://www.capterra.ae/software/1109037/Advisor-Terminal> |
| en-AU | <https://www.capterra.com.au/software/1109037/Advisor-Terminal> |
| en-CA | <https://www.capterra.ca/software/1109037/Advisor-Terminal> |
| en-GB | <https://www.capterra.co.uk/software/1109037/Advisor-Terminal> |
| en-IE | <https://www.capterra.ie/software/1109037/Advisor-Terminal> |
| en-IL | <https://www.capterra.co.il/software/1109037/Advisor-Terminal> |
| en-IN | <https://www.capterra.in/software/1109037/Advisor-Terminal> |
| en-NZ | <https://www.capterra.co.nz/software/1109037/Advisor-Terminal> |
| en-SG | <https://www.capterra.com.sg/software/1109037/Advisor-Terminal> |
| en-ZA | <https://www.capterra.co.za/software/1109037/Advisor-Terminal> |

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