# AdvisorEngine CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to AdvisorEngine CRM. This reflects a broader acceptance and positive experience among users, particularly in larger enterprises.
- **Users say** that AdvisorEngine CRM offers a more affordable solution for small businesses, with features tailored to financial services. Reviewers appreciate its robust workflows and seamless integration with custodians, making it a practical choice for smaller firms looking for effective client management.
- **According to verified reviews** , Salesforce Financial Services Cloud shines in its automation capabilities, with features like Action Plans and workflow templates that help streamline processes. Users highlight how these tools enhance efficiency, especially in regulated environments.
- **Reviewers mention** that while AdvisorEngine CRM provides excellent customer support, with responses typically within 24 hours, Salesforce Financial Services Cloud also offers solid support but with a slightly lower satisfaction rating. This indicates that AdvisorEngine may have an edge in personalized service for its users.
- **Users appreciate** the ease of accessing client information in Salesforce Financial Services Cloud, which significantly improves the way they manage client records. This feature is particularly beneficial for those who need to track client progress efficiently, showcasing the platform's user-friendly design.
- **G2 reviewers highlight** that while AdvisorEngine CRM has a strong focus on specific features like mobility and dashboard capabilities, Salesforce Financial Services Cloud provides a more comprehensive suite of tools for larger organizations, including advanced relationship mapping and householding features that enhance client engagement.



---
## Frequently Asked Questions

### What is the difference between AdvisorEngine CRM vs Agentforce Financial...?

Agentforce Financial... stands out with a higher G2 rating, more reviews, and a stronger presence in the Enterprise segment, while AdvisorEngine CRM is more prominent among Small-Business reviewers and scores slightly higher on Ease of Setup and Quality of Support.

| | [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) | [Agentforce Financial...](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) |
| --- | --- | --- |
| G2 Rating (reviews) | 4.0/5 (26 reviews) | 4.3/5 (227 reviews) |
| Largest Segment | Small-Business | Enterprise |
| Ease of Setup score | 8.1 | 7.8 |
| Quality of Support score | 8.7 | 8.4 |
| Top Reviewer-Cited Strength | Workflow customization and flexibility | 360-degree client view and automation |



### How do the pricing models of AdvisorEngine CRM and Agentforce Financial... compare?

AdvisorEngine CRM is viewed as the stronger value based on reviewer satisfaction with pricing and affordability.

- **AdvisorEngine CRM:** In recent reviews, buyers highlight AdvisorEngine CRM as more affordable compared to other brand name CRMs and appreciate its value for financial services companies.
- **Agentforce Financial...:** Reviewers frequently mention that Agentforce Financial... is costly, with concerns about high pricing, add-on costs, and budget uncertainty due to consumption-based fees.
- **Switching reasons:** Recent reviewers cite cost and complexity as reasons for considering alternatives to Agentforce Financial..., especially for smaller teams or organizations.



### What are the best alternatives to AdvisorEngine CRM and Agentforce Financial...?

The best alternatives to AdvisorEngine CRM and Agentforce Financial... are Wealthbox CRM, Redtail Technology, and Practifi.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) | 4.0/5 (26 reviews) | Small-Business | More affordable than other brand name CRMs | Workflow customization and flexibility |
| [Agentforce Financial...](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) | 4.3/5 (227 reviews) | Enterprise | Costly, with add-on and consumption-based fees | 360-degree client view and automation |
| [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) | 4.6/5 (109 reviews) | Small-Business | — | User-friendly interface and ease of use |
| [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) | 4.3/5 (268 reviews) | Small-Business | — | Strong contact management and integrations |
| [Practifi](https://www.g2.com/products/practifi/reviews) | 4.3/5 (79 reviews) | Small-Business | — | Customizable workflows and reporting |



### Which Financial Services CRM features should I prioritize when comparing AdvisorEngine CRM and Agentforce Financial...?

Buyers comparing AdvisorEngine CRM and Agentforce Financial... should prioritize workflow automation, reporting, integration capabilities, client data management, and ease of setup.

- **Workflow automation:** AdvisorEngine CRM is frequently praised for customizable workflows, while Agentforce Financial... is noted for automating sales workflows and onboarding.
- **Reporting:** Both products are cited for robust reporting, with Agentforce Financial... offering customizable dashboards and AdvisorEngine CRM providing flexible report generation.
- **Integration capabilities:** Agentforce Financial... is highlighted for integration with Outlook, Google Workspace, and RingCentral; AdvisorEngine CRM integrates with custodians and Outlook add-ins.
- **Client data management:** Agentforce Financial... delivers a 360-degree client view and centralized data, while AdvisorEngine CRM is valued for householding and client relationship tracking.
- **Ease of setup:** AdvisorEngine CRM scores 8.1 and Agentforce Financial... 7.8 on Ease of Setup, indicating both are accessible but AdvisorEngine CRM is slightly favored for implementation simplicity.



### What are the pros and cons of AdvisorEngine CRM vs Agentforce Financial...?

AdvisorEngine CRM's headline strength is workflow customization and flexibility, while Agentforce Financial... excels with its 360-degree client view and automation.

- **AdvisorEngine CRM strengths:** Reviewers highlight customizable workflows, robust client relationship management, and flexibility in adapting to firm-specific processes.
- **AdvisorEngine CRM trade-offs:** Some reviewers note a learning curve, occasional clunky navigation, and limited reporting customization.
- **Agentforce Financial... strengths:** Reviewers praise the unified 360-degree client view, automation of repetitive tasks, customizable dashboards, and strong integration with Outlook and other platforms.
- **Agentforce Financial... trade-offs:** Reviewers mention high cost, complexity in setup and customization, a steep learning curve, and potential for budget uncertainty due to add-on and consumption-based pricing.



### Is AdvisorEngine CRM or Agentforce Financial... better for small businesses?

AdvisorEngine CRM is the better fit for small businesses, supported by its largest segment and reviewer sentiment.

- **AdvisorEngine CRM:** Small-Business is the largest reviewer segment, with reviewers citing affordability, ease of setup, and suitability for smaller financial services firms.
- **Agentforce Financial...:** Enterprise is the largest reviewer segment, and reviewers note that complexity and cost may be prohibitive for smaller teams or organizations.



### Which Financial Services CRM platform has better integrations?

Agentforce Financial... is favored for integrations, with reviewers citing a broader range of integration capabilities.

- **AdvisorEngine CRM:** Recent reviews mention integration with custodians and Outlook add-ins, supporting workflow and communication needs.
- **Agentforce Financial...:** Reviewers highlight integration with Outlook, Google Workspace, and RingCentral, enabling comprehensive connectivity across financial and communication platforms.



### How do AdvisorEngine CRM and Agentforce Financial... compare on customer support?

AdvisorEngine CRM and Agentforce Financial... are rated in near-parity on Quality of Support, with scores of 8.7 and 8.4 respectively, indicating both deliver strong support experiences.

- **AdvisorEngine CRM:** Reviewers consistently praise responsive customer service, helpful support teams, and effective training resources.
- **Agentforce Financial...:** Reviewers describe reliable support, strong onboarding resources, and access to the broader Salesforce ecosystem for assistance.



### Which is easier to implement, AdvisorEngine CRM or Agentforce Financial...?

AdvisorEngine CRM and Agentforce Financial... are rated in near-parity on Ease of Setup, with scores of 8.1 and 7.8 respectively, indicating both are accessible to implement.

- **AdvisorEngine CRM:** Reviewers describe straightforward setup, quick onboarding, and accessible training, especially for small firms.
- **Agentforce Financial...:** Reviewers note that while setup can be straightforward with guided configuration, complexity increases with customization and larger deployments.



### Which product has better Reporting?

Agentforce Financial... is favored for Reporting, with reviewers citing customizable dashboards and advanced analytics.

- **AdvisorEngine CRM:** Reviewers mention flexible report generation and the ability to run reports on almost any data in the system, though some note limitations in reporting customization.
- **Agentforce Financial...:** Reviewers highlight customizable dashboards, advanced analytics, and robust reporting features that support deep insights into client progress, portfolio performance, and team activity.



| | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 26 | 243 | 
| **Largest Market Segment** | Small-Business (92.3% of reviews) | Enterprise (47.7% of reviews) | 
| **Entry Level Price** | $65.00 Per Month | $325.00 1 user Per Month | 


---
## Ratings Comparison
| Rating | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
  | **Meets Requirements** | 8.5 (19 reviews) | 8.6 (151 reviews) | 
  | **Ease of Use** | 7.7 (21 reviews) | 8.1 (189 reviews) | 
  | **Ease of Setup** | 8.1 (8 reviews) | 7.8 (128 reviews) | 
  | **Ease of Admin** | 7.7 (8 reviews) | 8.0 (47 reviews) | 
  | **Quality of Support** | 8.7 (19 reviews) | 8.4 (144 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (8 reviews) | 8.6 (50 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 8.5 (147 reviews) | 

---
## Pricing

### AdvisorEngine CRM

#### Entry-Level Pricing

Plan: AdvisorEngine CRM

Price: $65.00 Per Month

Description: Price is per user / month. Billed Annually.

✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating

Key Features:
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed

[Learn more about AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews)

#### Free Trial

Yes

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Agentforce Financial Services Service Enterprise

Price: $325.00 1 user Per Month

Description: The financial services CRM for service with built-in AI.

Key Features:
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization

[Browse all 8 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### AI Assistants for Financial Services

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |

#### Conversation Intelligence

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Action Items** | Not enough data | Not enough data | 
| **AI Meeting Transcription** | Not enough data | Not enough data | 
| **Sentiment analysis** | Not enough data | Not enough data | 

#### Workflow

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Triggering** | Not enough data | Not enough data | 
| **Email drafting** | Not enough data | Not enough data | 
| **Form Pre-fill** | Not enough data | Not enough data | 
| **CRM Auto-Logging** | Not enough data | Not enough data | 

#### Compliance

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Document verification** | Not enough data | Not enough data | 
| **Language Monitoring** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | 
| **Triggering** | Not enough data | Not enough data | 

#### Insights

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Next Best Action** | Not enough data | Not enough data | 
| **Client Interaction Analysis** | Not enough data | Not enough data | 
| **Revenue Opportunity** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | 9.1/10 | 7 |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.3/10 | 103 |

#### Content

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Automation** | 8.1 (7 reviews) | 8.5 (93 reviews) | 
| **Marketing Automation** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pre-Built Connectors** | 9.3 (5 reviews) | 8.1 (84 reviews) | 
| **Dashboard** | 9.0 (7 reviews) | 8.6 (81 reviews) | 
| **Cloud** | 9.8 (7 reviews) | 8.5 (76 reviews) | 
| **Mobility** | 8.7 (5 reviews) | 8.1 (75 reviews) | 
| **Messaging** | Not enough data | 7.9 (75 reviews) | 
| **Activity Dashboard** | Not enough data | Not enough data | 

#### Platform Reporting and Analytics

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Reporting** | Not enough data | 8.6 (81 reviews) | 
| **Forecasting** | Not enough data | 7.9 (77 reviews) | 

#### Customer Support

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Case Management** | 8.6 (6 reviews) | 8.4 (79 reviews) | 
| **Customer Support Portal** | 9.3 (5 reviews) | 8.4 (77 reviews) | 
| **Knowledge Base** | 9.7 (5 reviews) | 8.3 (77 reviews) | 
| **Support Analytics** | Not enough data | 8.4 (77 reviews) | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | 9.4 (8 reviews) | 
| **Territory Management** | Not enough data | Not enough data | 
| **Financial Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Campaign Management** | Not enough data | 8.2 (72 reviews) | 
| **Lead Management** | 9.7 (5 reviews) | 8.4 (73 reviews) | 
| **Marketing Analytics** | Not enough data | 8.2 (73 reviews) | 
| **Email Management** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pipeline Management** | Not enough data | 8.2 (75 reviews) | 
| **Task Management** | 9.0 (5 reviews) | 8.2 (78 reviews) | 
| **Product and Price List Management** | Not enough data | 8.0 (70 reviews) | 
| **Quote and Order Management** | Not enough data | 8.1 (73 reviews) | 
| **Contract Management** | Not enough data | 8.0 (71 reviews) | 
| **Contact Management** | Not enough data | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Decision Making** | Not enough data | 8.0 (65 reviews) | 

#### Additional Functionality

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Expense Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | 10.0 (5 reviews) | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | 5.0 (6 reviews) | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Relationship Tracking** | Not enough data | 10.0 (8 reviews) | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | 10.0 (6 reviews) | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Team Assignments** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | 6.0 (5 reviews) | 
| **For Financial Institutions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services)


---
## Reviewer Demographics

### By Company Size

| Segment | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Small-Business** | 92.3% | 20.8% | 
| **Mid-Market** | 7.7% | 31.5% | 
| **Enterprise** | 0% | 47.7% | 

### By Industry

#### AdvisorEngine CRM

- **Financial Services:** 69.2%
- **Investment Management:** 19.2%
- **Accounting:** 7.7%
- **Computer Software:** 3.8%

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Financial Services:** 43.0%
- **Banking:** 11.7%
- **Information Technology and Services:** 6.5%
- **Accounting:** 5.1%
- **Computer Software:** 3.3%
- **Hospital & Health Care:** 2.8%
- **Marketing and Advertising:** 2.8%
- **Insurance:** 2.8%
- **Consumer Services:** 1.4%
- **Leisure, Travel & Tourism:** 1.4%
- **Other:** 19.2%

---
## Alternatives

### Alternatives to AdvisorEngine CRM

- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) — 4.7/5 stars (519 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (158 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)

### Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (158 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.7/5 stars (671 reviews)
- [GReminders](https://www.g2.com/products/greminders/reviews) — 4.6/5 stars (759 reviews)
- [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) — 4.7/5 stars (519 reviews)
- [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.2/5 stars (41 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)

---
## Top Discussions

### AdvisorEngine CRM

- Title: [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) — 1 comment
  > **Top comment:** "it is our CRM"
- Title: [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) — 1 comment
  > **Top comment:** "Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them."
- Title: [Does Junxure Cloud integrate with email programs?](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are..."

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/advisorengine-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud)