# AdvisorEngine vs AdvisorEngine CRM Comparison

| | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 10 | 26 | 
| **Largest Market Segment** | Small-Business (50.0% of reviews) | Small-Business (92.3% of reviews) | 
| **Entry Level Price** | No pricing available | $65.00 Per Month | 


---
## Ratings Comparison
| Rating | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
  | **Meets Requirements** | 9.0 (8 reviews) | 8.5 (19 reviews) | 
  | **Ease of Use** | 8.1 (8 reviews) | 7.7 (21 reviews) | 
  | **Ease of Setup** | Not enough data | 8.1 (8 reviews) | 
  | **Ease of Admin** | Not enough data | 7.7 (8 reviews) | 
  | **Quality of Support** | 8.3 (8 reviews) | 8.7 (19 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 9.4 (8 reviews) | 
  | **Product Direction (% positive)** | 8.5 (8 reviews) | 8.8 (20 reviews) | 

---
## Pricing

### AdvisorEngine

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### 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

---
## Features Comparison By Category

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine** | N/A | N/A |
| **AdvisorEngine CRM** | N/A | N/A |

#### Functionality

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Customizable Reporting** | Not enough data | Not enough data | 
| **Market Analytics** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Investment Accounting** | Not enough data | Not enough data | 
| **Real time ** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | 

#### Integration

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Data aggregation** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Robo-Advisory

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine** | N/A | N/A |
| **AdvisorEngine CRM** | N/A | N/A |

#### Platform Basics

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Platform Content

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 
| **File Sharing** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Pre-Built Connectors** | 7.5 (6 reviews) | 9.3 (5 reviews) | 

#### Agentic AI - Robo-Advisory

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine** | 8.0/10 | 6 |
| **AdvisorEngine CRM** | 9.1/10 | 7 |

#### Content

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Automation** | 8.3 (6 reviews) | 8.1 (7 reviews) | 

#### Platform Additional Functionality

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Pre-Built Connectors** | 7.5 (6 reviews) | 9.3 (5 reviews) | 
| **Dashboard** | 7.8 (6 reviews) | 9.0 (7 reviews) | 
| **Cloud** | 8.1 (6 reviews) | 9.8 (7 reviews) | 
| **Mobility** | 8.3 (6 reviews) | 8.7 (5 reviews) | 
| **Messaging** | 8.1 (6 reviews) | Not enough data | 

#### Platform Reporting and Analytics

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Reporting** | 7.8 (6 reviews) | Not enough data | 
| **Forecasting** | 8.1 (6 reviews) | Not enough data | 

#### Customer Support

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Case Management** | 8.1 (6 reviews) | 8.6 (6 reviews) | 
| **Customer Support Portal** | 7.8 (6 reviews) | 9.3 (5 reviews) | 
| **Knowledge Base** | 8.3 (6 reviews) | 9.7 (5 reviews) | 
| **Support Analytics** | 8.6 (6 reviews) | Not enough data | 

#### Marketing Automation

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Campaign Management** | 8.1 (6 reviews) | Not enough data | 
| **Lead Management** | 7.8 (6 reviews) | 9.7 (5 reviews) | 
| **Marketing Analytics** | 7.5 (6 reviews) | Not enough data | 

#### Sales Force Automation

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Pipeline Management** | 7.8 (6 reviews) | Not enough data | 
| **Task Management** | 7.8 (6 reviews) | 9.0 (5 reviews) | 
| **Product and Price List Management** | 7.5 (6 reviews) | Not enough data | 
| **Quote and Order Management** | 7.8 (6 reviews) | Not enough data | 
| **Contract Management** | 8.3 (6 reviews) | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 

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

**Unique to AdvisorEngine (2):** [Robo-Advisory Software](https://www.g2.com/categories/robo-advisory), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)



---
## Reviewer Demographics

### By Company Size

| Segment | AdvisorEngine | AdvisorEngine CRM | 
|---|---|---|
| **Small-Business** | 50.0% | 92.3% | 
| **Mid-Market** | 10.0% | 7.7% | 
| **Enterprise** | 40.0% | 0% | 

### By Industry

#### AdvisorEngine

- **Financial Services:** 50.0%
- **Information Technology and Services:** 20.0%
- **Consulting:** 10.0%
- **Management Consulting:** 10.0%
- **Hospital & Health Care:** 10.0%

#### AdvisorEngine CRM

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

---
## Alternatives

### Alternatives to AdvisorEngine

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (547 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (425 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (285 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (227 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (157 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (124 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)

### 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)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (227 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)
- [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 (157 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)

---
## Top Discussions

### AdvisorEngine

No discussions available for this product.

### 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..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/advisorengine-vs-advisorengine-crm)