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At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$65.00 Per Month
$120.00 Per Month
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 CRMPractifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AdvisorEngine CRM excels in its pre-built connectors, achieving a score of 9.3, which allows for seamless integration with various third-party applications. In contrast, Practifi's score of 7.3 indicates fewer options for integration, which may limit users' ability to connect with other tools they rely on.
- Reviewers mention that the dashboard functionality in AdvisorEngine CRM is highly rated at 9.0, providing users with a clear and customizable view of their data. Practifi, with a score of 8.5, offers a solid dashboard but lacks some of the advanced customization features that users appreciate in AdvisorEngine.
- G2 users highlight the mobility aspect of AdvisorEngine CRM, scoring 8.7, which allows for effective use on mobile devices. In contrast, Practifi's mobility score of 6.9 suggests that users may face challenges accessing the platform on-the-go, which could hinder productivity for mobile users.
- Users on G2 report that AdvisorEngine CRM's customer support portal is rated highly at 9.3, making it easy for users to find help and resources. Practifi's score of 7.8 indicates that while support is available, it may not be as user-friendly or comprehensive as that of AdvisorEngine.
- Reviewers mention that AdvisorEngine CRM shines in lead management with a score of 9.7, providing robust tools for tracking and nurturing leads. Practifi, however, scores only 6.8 in this area, suggesting that users may find its lead management capabilities lacking compared to AdvisorEngine.
- Users say that the automation features in AdvisorEngine CRM, rated at 8.1, are effective for streamlining workflows. Practifi's score of 7.8 indicates that while it offers automation, it may not be as comprehensive or user-friendly, leading to potential inefficiencies in daily operations.
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
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Free Trial
AdvisorEngine CRM
Free Trial is available
Practifi
No trial information availableRatings
Meets Requirements
8.5
19
8.5
66
Ease of Use
7.7
21
8.0
67
Ease of Setup
8.1
8
6.5
53
Ease of Admin
7.7
8
7.0
51
Quality of Support
8.7
19
8.3
65
Has the product been a good partner in doing business?
9.4
8
8.5
51
Product Direction (% positive)
8.8
20
8.4
66
Features by Category
Content
8.1
7
7.7
59
Platform Additional Functionality
9.3
5
7.2
55
9.0
7
8.4
60
9.8
7
8.8
55
8.7
5
6.9
51
Not enough data
7.3
51
Platform Reporting and Analytics
Not enough data
7.9
58
Not enough data
6.0
48
Customer Support
8.6
6
8.1
52
9.3
5
8.0
53
9.7
5
7.2
56
Not enough data
7.1
49
Marketing Automation
Not enough data
5.9
40
9.7
5
6.8
45
Not enough data
5.8
44
Sales Force Automation
Not enough data
7.6
54
9.0
5
8.7
60
Not enough data
6.1
41
Not enough data
5.5
36
Not enough data
5.9
36
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine CRM and Practifi are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Practifi has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Practifi
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
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
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
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
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