Compare AdvisorEngine CRM and Equisoft/connect 
Featured Products
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (95.5% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$65.00 Per Month
No pricing available
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMEquisoft/connect
Star Rating
(25)4.5 out of 5
Market Segments
Small-Business (95.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Equisoft/connectAdvisorEngine CRM vs Equisoft/connect
- Reviewers felt that Equisoft/connect meets the needs of their business better than AdvisorEngine CRM.
- When comparing quality of ongoing product support, reviewers felt that Equisoft/connect is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of AdvisorEngine CRM over Equisoft/connect.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- 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
Equisoft/connect
No pricing availableFree Trial
AdvisorEngine CRM
Free Trial is available
Equisoft/connect
No trial information availableRatings
Meets Requirements
8.5
19
9.3
10
Ease of Use
7.7
21
9.0
10
Ease of Setup
8.1
8
Not enough data
Ease of Admin
7.7
8
Not enough data
Quality of Support
8.7
19
9.5
10
Has the product been a good partner in doing business?
9.4
8
Not enough data
Product Direction (% positive)
8.8
20
8.7
9
Features by Category
Content
8.1
7
Not enough data
Platform Additional Functionality
9.3
5
Not enough data
9.0
7
Not enough data
9.8
7
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
Platform Reporting and Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
8.6
6
Not enough data
9.3
5
Not enough data
9.7
5
Not enough data
Not enough data
Not enough data
Marketing Automation
Not enough data
Not enough data
9.7
5
Not enough data
Not enough data
Not enough data
Sales Force Automation
Not enough data
Not enough data
9.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine CRM and Equisoft/connect are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Equisoft/connect has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Equisoft/connect
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
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...Read more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
What is Equisoft/connect used for?
1 Comment
CN
I use it for just about everything. Client communications, follow ups, New business tracking, Estate analysis, calendar, emails. This is excellent for...Read more
Equisoft/connect has no more discussions with answers
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