AdvisorEngine Reviews & Product Details

The best thing I like about it is portfolio management, financial planning, client communication, and other advisory services for users. Very easy to use and implementing is quick enough. There is not complicated integration required. Overall a good client experience. Review collected by and hosted on G2.com.

I think they need to be more dynamic and enhance their feature with some regular releases or introducing new versions. Review collected by and hosted on G2.com.

Basically it optimes and grow the business

It perform the onboarding of the service clients easily.

It personalized the financial advise based on the requirement. Review collected by and hosted on G2.com.

Notifications can be improved

Costing can be reduced

the user interface can be improved

Regular updates should be there Review collected by and hosted on G2.com.

Its wealth management CRM its best platforms provide financial firms with the latest integrated tools and data driven analytics needed to empower their advisors to provide smart solutions. Review collected by and hosted on G2.com.

I feel bit costly for advisor engine CRM and sometime slowdown and crashes Review collected by and hosted on G2.com.

There isn't anything helpful about AE. The CRM is clunky and trying to sort and run reports is time consuming. Review collected by and hosted on G2.com.

I dislike everything about Advisor engine. The workflows aren't really workflows but a pile of actions and there are no notifications associated with it. Review collected by and hosted on G2.com.

I like its user-friendly interface. It allows users to customize their experience based on individual preferences and risk tolerance. It is ompatibile with various devices and operating systems. Review collected by and hosted on G2.com.

Nothing really. It could be little be cheaper though. Review collected by and hosted on G2.com.

It is simple to use and can integrate with lot of other tools and can be used as a standalone as well. Review collected by and hosted on G2.com.

Configuration is little complex as it asks for lot of data to start with Review collected by and hosted on G2.com.

one stop shop to manage all your assets in one place regardless of what those assets are !! multifunctional and insight driven Review collected by and hosted on G2.com.

As great as this solution is, getting in touch with customer support can be a real pain. Review collected by and hosted on G2.com.

I like that Advisor Engine is constantly trying to grow and improve its tools. They are also very helpful when contacting support. Review collected by and hosted on G2.com.

It is a small company and sometimes the changes they make are not the most helpful. Review collected by and hosted on G2.com.

AdvisorEngine has the financial analytics capacity, which allows companies to thrive towards planning for an efficient CRM role.

Further, AdvisorEngine creates a proper marketing automation power, which increases the number of sales made. Review collected by and hosted on G2.com.

AdvisorEngine has boosted the credibility of the financial CRM, allowing the business to have substantiated planning and effective management for customers. There is tremendous and diverse CRM change from AdvisorEngine assistance. Review collected by and hosted on G2.com.

The best part about moving over to a cloud-based platform is that we have been able to go paperless. We get to save money and the environment! Working digitally allows us to spend more time helping our clients reach their financial goals and less time stressing about misplacing an important document. We love that we have a place to store all our clients' important documents in the Document Vault. This makes it easier for us to track what compliance documents are still missing. Workflow is more streamlined because of the user-friendly interface and productivity has increased! Review collected by and hosted on G2.com.

We have found nothing that we dislike, but we had a struggle when moving over to a cloud-based platform. Some of our staff are not tech-savvy, and we had to arrange additional training for them. Fortunately, training is included as a free service, so we could get all our staff trained and confident to move forward. Review collected by and hosted on G2.com.