---
title: Advisor Terminal Reviews
meta_title: 'Advisor Terminal Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Advisor Terminal works for a business like yours.
date_modified: '2026-08-25'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Advisor Terminal Reviews
**Vendor:** Advisor Terminal  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)





- [View Advisor Terminal pricing details and edition comparison](https://www.g2.com/products/advisor-terminal/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-25+14%3A52%3A18+-0500&secure%5Bsession_id%5D=40c36221-bfdf-48da-93c4-b2750a0bfa43&secure%5Btoken%5D=67ab373852c93a5a935faaff723ff43966797d073ff41f683cb9ad7e32ac31ef&format=llm_user)

## Advisor Terminal Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top Advisor Terminal Alternatives
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