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Compare AdvisorEngine CRM and Irwin 
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (75.4% of reviews)
Entry-Level Pricing
$65.00 Per Month
Contact Us Per Year
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 CRMIrwin
Star Rating
(57)4.5 out of 5
Market Segments
Small-Business (75.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Per Year
Learn more about IrwinAdvisorEngine CRM vs Irwin
When assessing the two solutions, reviewers found Irwin easier to use, set up, and administer. However, reviewers felt that both vendors make it equally easy to do business overall.
- Reviewers felt that Irwin meets the needs of their business better than AdvisorEngine CRM.
- When comparing quality of ongoing product support, reviewers felt that Irwin is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Irwin over AdvisorEngine CRM.
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
Irwin
Irwin Pricing
Contact Us
Per Year
- The most powerful investor relations software made for modern IR teams
Free Trial
AdvisorEngine CRM
Free Trial is available
Irwin
Free Trial is available
Ratings
Meets Requirements
8.5
19
8.9
35
Ease of Use
7.7
21
8.9
35
Ease of Setup
8.1
8
9.1
13
Ease of Admin
7.7
8
8.9
12
Quality of Support
8.7
19
9.5
35
Has the product been a good partner in doing business?
9.4
8
9.4
12
Product Direction (% positive)
8.8
20
9.6
30
Features by Category
Financial Information
Not enough data
8.9
6
Not enough data
Not enough data
Analysis
Not enough data
8.3
5
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Market News
Not enough data
Not enough data
Not enough data
8.0
5
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
9.2
6
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Feature Not Available
Platform Performance
Not enough data
9.0
5
Agentic AI - Financial Analytics
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
8.9
9
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Platform Data
Not enough data
7.0
9
Not enough data
8.8
13
Not enough data
Feature Not Available
Platform Content
Not enough data
7.3
8
Not enough data
7.8
10
Not enough data
8.0
11
Not enough data
8.3
6
Sales Force Automation
Not enough data
8.4
16
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Platform Analytics
Not enough data
Feature Not Available
Not enough data
8.1
19
Not enough data
8.3
21
Marketing Automation
Not enough data
7.1
13
Not enough data
7.6
17
Not enough data
Not enough data
Content
8.1
7
8.3
5
Platform Additional Functionality
9.3
5
Not enough data
9.0
7
8.6
6
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
8.0
5
Not enough data
Not enough data
Customer Support
8.6
6
8.7
5
9.3
5
9.2
6
9.7
5
8.9
6
Not enough data
Feature Not Available
Marketing Automation
Not enough data
9.0
5
9.7
5
8.9
6
Not enough data
9.2
6
Sales Force Automation
Not enough data
Feature Not Available
9.0
5
8.0
5
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine CRM and Irwin are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Irwin is categorized as Investor Reporting, Investor Relationship Management, Financial Analytics, and Financial Research
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Irwin
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%
Mining & Metals
28.1%
Financial Services
14.0%
Capital Markets
7.0%
Information Technology and Services
5.3%
Chemicals
5.3%
Other
40.4%
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
Irwin has no discussions with answers
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