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AdvisorEngine CRM Reviews & Product Details

AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. AdvisorEngine CRM features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session. Month after month, our technical support team earns a 98% approval rating - users love our support experts.

Seller

Junxure

Languages Supported

English

Product Description

AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features and Functionality: - Growth Tools: Capture and manage prospects effortlessly with customizable web forms that integrate directly into your website, requiring no coding. Automated scheduling and communication tools ensure timely follow-ups and engagement. - Contact Management: Centralize client information with detailed profiles, including financial data and interaction history. Integration with Microsoft Office 365 and Google allows for seamless email and calendar management within the CRM. - Practice Management: Automate tasks and workflows to enhance operational efficiency. Utilize templated and customizable workflows, service monitors, and powerful audit trails to ensure consistent client service and compliance. - Dashboards: Leverage data visualization dashboards that provide real-time insights into key business metrics, enabling informed decision-making and performance tracking. - Administrative Tools: Manage user access and data entitlements with enhanced security features, including two-factor authentication and IP restrictions. Efficiently handle data management tasks with easy-to-use tools and support. Primary Value and Solutions Provided: AdvisorEngine CRM addresses the specific challenges faced by financial advisors by offering a platform that integrates client management, workflow automation, and data analytics. It reduces time spent on administrative tasks, enhances client engagement through personalized service, and provides actionable insights to drive business growth. By centralizing client information and automating routine processes, advisors can deliver a higher standard of service, improve operational efficiency, and focus on building and maintaining strong client relationships.

Overview by

Marketing AdvisorEngine

Discussions

AdvisorEngine CRM Community

Pricing

Pricing provided by AdvisorEngine CRM.

AdvisorEngine CRM

$65.00

Per Month

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Top-Rated Alternatives

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AdvisorEngine CRM Media

AdvisorEngine CRM Demo - The CRM that thinks like an advisor

From a 30,000 foot view of your firm’s productivity, to a 360-degree view of your client, AdvisorEngine CRM helps wealth management firms combine smart-automation with personal client service.

AdvisorEngine CRM Demo - Customized fields

AdvisorEngine CRM is built to store the unique types of information and data that an advisory firm needs in their CRM. You can easily expand what data is stored by creating user-defined fields - no need for additional overlays or coding knowledge to make AdvisorEngine work best for you and your c...

AdvisorEngine CRM Demo - Contact management

Harness the power of data to optimize client communications and interactions, enhancing your ability to provide customized service at scale.

Own your engagement with prospects and maximize the client experience from the very first point of contact with key integrations- no coding required.

AdvisorEngine CRM Demo - Practice management

Automate tasks and digitize everything you do to service clients and grow your business with our workflow engine as the star of your CRM system.

A new dashboard experience from AdvisorEngine CRM can now turn your data into compelling visualizations that drive results across your entire firm.

AdvisorEngine CRM Reviews (26)

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Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/4/2024

"Junxure does exactly what we need"

4.5/5

What do you like best about AdvisorEngine CRM?

Workflows are great. This is a CRM for the suppoert team. UIRecord ID is a great data point for matching. Easily integrates with our custodian. It is robust without being too overwhelming. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

I would love the ability to add interests on the fly, and be able to give that ability to users as needed instead of allowing them full access to the List Data Maintenence feature. Review collected by and hosted on G2.com.

Chanyn P.

HR Admin

Small-Business (50 or fewer emp.)

11/4/2022

"Advisor Engine - great CRM and good Customer Service"

4/5

What do you like best about AdvisorEngine CRM?

Advisor Engine has terrific customer service and tech support. They will respond within 24 hours. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

Advisor Engine's workflow has limitations for process management. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

12/22/2022

"AdvisorEngine: Friend or Foe?"

3/5

What do you like best about AdvisorEngine CRM?

They are constantly improving. While they may not have the cleanest look or have the newest technology, they truly hear your input and try to find a way to improve their tool. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

Some elements are outdated and and it is a bit clunky but getting better. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/9/2022

"Really flexible CRM with great features"

4.5/5

What do you like best about AdvisorEngine CRM?

I like its flexibility the most and the fact that it integrates with outlook add-ins and other communication platforms. The flexibility allows us the ability to customize work flows for every situation. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

Sometimes the number of features can confuse users. Also, it is difficult to navigate and not extremely user friendly or intuitive, especially when it comes to creating customized flows and the like. Review collected by and hosted on G2.com.

What problems is AdvisorEngine CRM solving and how is that benefiting you?

It has helped with contact management and the recording of interactions with clients, just like any other CRM does. However it also allows us to do a great deal more with its data mining search capabilities and customizable searches. This allows us to do direct marketing within our book and prospects entered in the CRM. Review collected by and hosted on G2.com.

A.T. K.

Owner/Principal

Small-Business (50 or fewer emp.)

5/17/2022

"Advisor Engine"

5/5

What do you like best about AdvisorEngine CRM?

Great technology and simple to use. I'm glad we have this in our technology platform. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

Advisor Engine is great to use. I highly recommend it. Review collected by and hosted on G2.com.

Connie H.

Registered Assistant

Small-Business (50 or fewer emp.)

2/23/2022

"It is very user friendly, easily searchable, I love the workflow build out & householding spouses."

4.5/5

What do you like best about AdvisorEngine CRM?

Being able to household both spouses, connect other related clients, build out work flows. Process reports to sort accounts and details of clients. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

The email function is frustrating to use, very clunky. We have found a work around, but we would love this feature to be better. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

2/7/2022

"Very few issues, smooth functioning, helpful tool"

5/5

What do you like best about AdvisorEngine CRM?

Junxure is a great tool to ensure all steps are followed when doing anything client-related. It helps me to keep all tasks in order and helps team communciation. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

One downside is that it is a bit difficult to get in touch with customer service at times, and I have experienced several slowdowns/crashes with the new move to Advisor Engine. Review collected by and hosted on G2.com.

Recommendations to others considering AdvisorEngine CRM:

It's a very useful tool for any office in any industry Review collected by and hosted on G2.com.

What problems is AdvisorEngine CRM solving and how is that benefiting you?

It helps me to be more thorough and be sure nothing is missing in all client services, paperwork, follow up, et cetera. I would definitely not be nearly as productive without it. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

2/7/2022

"Great and fabulous."

5/5

What do you like best about AdvisorEngine CRM?

I like the actions and the ability to keep track of clients. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

It would be nice to have a better educational pieces on how to use Junxure. Review collected by and hosted on G2.com.

Laura B.

Client Services Associate

Small-Business (50 or fewer emp.)

3/18/2021

"Excellent CRM!!"

5/5

What do you like best about AdvisorEngine CRM?

The ease of navigation, the layout is great and the support team is always very helpful. I like that it is easy to run reports on almost anything available in the system. Document retention is great as well with sub-folders for ease of locating particular important documents. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

Nothing, really. I have been using Junxure for almost 14 years and it has improved so much since I started using it. Review collected by and hosted on G2.com.

Malise H.

Independent Financial Advisor

Small-Business (50 or fewer emp.)

12/6/2020

"Best CRM for workflow and productivity"

5/5

What do you like best about AdvisorEngine CRM?

Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us working from home. Productivity is at an all-time high! Nothing will get forgotten as everything is being kept track of. The best part is that our clients can access their investment data anytime. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

We dislike very little as a company, but we should mention that those who are not tech-savvy and not working digitally prior might struggle at first. Fortunately, we got free training for all our staff and are happy with the outcome. Review collected by and hosted on G2.com.

Recommendations to others considering AdvisorEngine CRM:

Don't hesitate to move your work to a digital platform. Once you have done the training (which is free for you and your staff), your business will be more productive. You'll save a lot of time which can be spent on increasing profits. Review collected by and hosted on G2.com.

What problems is AdvisorEngine CRM solving and how is that benefiting you?

One of the major problems we faced before using Junxure was all the paperwork. Documents would get misplaced and filing cabinets were filling up. With Junxure being a cloud-based CRM, we have been able to go paperless. Not only are we saving time, but we are also saving the environment!

One of the many benefits includes being able to send mass emails and newsletters to our clients. This saves us time from having to email each person individually.

Having all our clients' data and information stored in one centralized hub makes our work more structured and easier to plan out our days. Workflow is like a well-oiled machine! Review collected by and hosted on G2.com.