AdvisorEngine Reviews - Pros & Cons, Ratings & more - 2025
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AdvisorEngine
73%
Overview Reviews Deals Videos Pricing Experience Cancellation FAQ Alternatives
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  • Wealth Management Software
  • AdvisorEngine
  • Review

    • AdvisorEngine

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    73%

    AdvisorEngine is an all-in-one platform designed for wealth management professionals, offering CRM, client onboarding, portfolio management, workflow automation, and compliance tools. Its robust features, such as document management and reporting, streamline processes and enhance productivity. With seamless integrations and a focus on financial advisory needs, AdvisorEngine supports growth and efficient operations for investment advisors and firms.

    Overview Reviews Deals Videos Pricing Experience Cancellation FAQ Alternatives

    Subscribed Reviews

    73% Subscribed Score

    Analysis

    AdvisorEngine is an all-in-one financial CRM optimized for wealth management professionals, investment advisors, and banks. Key features include client onboarding, portfolio management, powerful workflows, compliance tools, billing, integrations (e.g., Office 365), and document storage. Compared to alternatives like Salesforce or Redtail CRM, AdvisorEngine excels in ease of use and industry-specific features but lacks expansive integrations or user customization. Pricing is custom; contact sales for details. Its support consistently earns praise for responsiveness, ensuring seamless user experiences. While there’s a learning curve for new users, it delivers great value for wealth-focused teams aiming to scale and enhance client interactions. Cost-effective but better suited to small-mid firms seeking streamlined financial workflows.

    Subscribed Score Metrics
    27/36 Metric achieved
    Ease of Use
    Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
    5/6 Metric Checks
    Security
    Compares the product’s features, quality, and pricing to determine its overall cost-effectiveness.
    4/6 Metric Checks
    Value of Money
    Assesses the product’s ability to protect data, prevent breaches, and comply with industry standards.
    5/6 Metric Checks
    Customer Support
    Reflects the responsiveness, helpfulness, and quality of assistance provided by the product’s support team.
    6/6 Metric Checks
    Integrations
    Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
    4/6 Metric Checks
    MetricsScore
    Customer Support6/6
    Security4/6
    Ease of Use5/6
    Value of Money5/6
    Integration4/6
    Popularity3/6
    Radar Chart Table View
    Pros & Cons
    Robust platform with many features.
    Excellent customer support.
    Customizable workflows enhance efficiency.
    Cloud-based accessibility.
    Complex initial implementation.
    Navigation can be challenging for some users.
    Lacks deeper integration with specific tools.
    Some features from desktop version missing.

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