---
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 United Arab Emirates.
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 United Arab Emirates 2026
---

Breadcrumb: [Home](/) > [Hedge Fund Software](/directory/10060/hedge-fund/software) > [Advisor Terminal](/software/1109037/Advisor-Terminal)

# Advisor Terminal

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

> The practice operating system for independent financial advisors — CRM, notes, planning, and trades in one system, not ten.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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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.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## 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
- **Supported Languages**: English
- **Available Countries**: Canada

## Support Options

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

## Category

- [Hedge Fund Software](https://www.capterra.ae/directory/10060/hedge-fund/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.ae/software/1074481/Morningstar-Direct) — 4.1/5 (278 reviews)
2. [WOWS Investment Portal](https://www.capterra.ae/software/1051443/wows) — 4.7/5 (97 reviews)
3. [HiddenLevers](https://www.capterra.ae/software/179454/hiddenlevers) — 4.3/5 (58 reviews)
4. [MetaTrader 5](https://www.capterra.ae/software/1013249/metatrader-5) — 4.4/5 (48 reviews)
5. [Backstop](https://www.capterra.ae/software/169054/backstop) — 4.3/5 (46 reviews)

## Reviews

### "Replaced our CRM and many other tools" — 5.0/5

> **Georgia** | *25 September 2026* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Biggest pro is everytime this company releases a major update, we find ourselves being able to remove a subscription software we're using elsewhere. From a utility point of view, you can tell this is designed exactly for financial advisors. It's very specific to our industry. Our team is 3 months into using this and continue to remain impressed. Support has been excellent and they are extremely responsive.
> 
> **Cons**: 2 small things. First, the fund facts do not update automatically in the securities tab which adds a little extra work. We manually update each security throughout the months to keep info up to date. Second, the software does not connect to insurance carriers for live quotes, not the end of the world, but we just manually bring the details in. The migration during the switch took some team effort as well, though their team was very helpful and handled most of the import with us.
> 
> We're an experienced team of over 20 years in industry so we've seen/used so many different softwares. Advisor Terminal is the first time we came across a software that does what it does. Really unique, and it's exactly tailored to how we work. Everything from the client CRM record to transcribing, notes, tasks, documents, and a lot of other tools we use daily... probably even hourly. 

Essentially, our advisor goes in a meeting, the transcribing in the terminal listens, then it makes our meeting note (sometimes I touch it up), then the system identifies all the tasks for the team, I'd say accurate 90%+ of the time, from there it drafts an email recap to send to client. We all get assigned the tasks and start working in either the planner, trade calculator, or prepping the KYC (which this sytem helps you capture too). Also, we save all our files for clients in the client vault in the terminal.

I'd definitely recommend it to independent advisors and teams who feel like they spend more time managing their systems than their clients. We used to use Maximizer, then Wealthbox, but officially moved everything here, including document storage - and we're likely to drop conquest going forward and use the terminal's wealth path planner formally in the next few months.

Worth noting, the learning curve is nowhere as steep as we expected\!

## Links

- [View on Capterra](https://www.capterra.ae/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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