--- title: AdvisorEngine CRM Reviews meta\_title: 'AdvisorEngine CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 26 reviews by the users' company size, role or industry to find out how AdvisorEngine CRM works for a business like yours. aggregate\_rating: rating\_value: 4.0 review\_count: 26 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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](https://www.g2.com/sellers/junxure) Discussions [AdvisorEngine CRM Community](https://www.g2.com/products/advisorengine-crm/discuss) Languages Supported English Solution Type All-in-One Overview by Marketing AdvisorEngine Show More ## Pricing Pricing provided by AdvisorEngine CRM. ### AdvisorEngine CRM $65.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/advisorengine-crm/pricing) ## Top-Rated Alternatives [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ ![Wealthbox CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/advisorengine-crm/competitors/alternatives) ## User Insights Average based on 26 real user reviews. Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ![Natalie T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Natalie T.") NT Natalie T. Partner, COO Small-Business (50 or fewer emp.) 4/14/2021 "having a plan" 4/5 What do you like best about AdvisorEngine CRM? detailed information and workflow tracking Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? Can be lumpy to navigate, the reporting is limited; the learning curve can be a challenge for newer users. Sometimes hard to find information Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? workflow tracking project management Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jonathan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jonathan M.") JM Jonathan M. Financial Advisor Small-Business (50 or fewer emp.) 1/19/2021 "No integration with MassMutual systems. All account info required manual input." 3/5 What do you like best about AdvisorEngine CRM? Householding options were great. Workflow options also worked well. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? workflows were beneficial, prevented things from falling through the cracks. Householding options were also very functional and helpful. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/22/2020 "Junxure is a valuable CRM" 4/5 What do you like best about AdvisorEngine CRM? Junxure has been a valuable asset that keeps us organized in regards to our clients and partners. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? The email capturing on the server level can pose some problems, though they are working to upgrade this. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Junxure is a nice CRM that is able to partner with ClientView, a secure portal used for financial clients. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Junxure has allowed us to pull detailed lists on accounts, relevant tags/classifications of records, and created an expedited way to obtain information quickly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Melissa C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa C.") MC Melissa C. Chief Compliance Officer Small-Business (50 or fewer emp.) 10/22/2019 "We use Junxure for our online CRM. " 4/5 What do you like best about AdvisorEngine CRM? We love the ability to quickly and securely access our client information from anywhere! It is easy to manage, geared toward our financial services company and more affordable to other brand name CRMs. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? Sometimes there are so many features you can get bogged down when just trying to complete simple steps. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Online access, modern software that is no longer dependent on internal staff to update, easy customer service. Review collected by and hosted on G2.com. Show More 2/28/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Heather B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heather B.") HB Heather B. Senior Executive Assistant Entertainment Small-Business (50 or fewer emp.) 3/8/2019 "Few Faults and Great CRM Service" 4.5/5 What do you like best about AdvisorEngine CRM? I love the Pending and Past Due tasks, the ability to assign queues to others, the workflow automation, and especially the customization. Also, the report assistant and the tags and classifications. Also, the ability to save templates in order to pull different reports. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? It's not 100% intuitive for some users. Some of my co-workers, especially the older ones, have issues using it. However, I can't blame Junxure for the latter. Also, occasionally I've had to contact Junxure when some of the Mass Data Change options weren't working. However, they did connect with me the same day, provide amazing support, and were able to fix the problem after troubleshooting with me. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Definitely participate in any and all training! Junxure is not 100% user intuitive until you've used it and explored for a bit. BUT it is a wonderful CRM system and the workflows are extremely useful... As long as the users know how to use it. :) Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Problems solved: An all-use, to-do list for all possible clients. One of the best CRM managers I've seen. Benefits: Having a record of everything done for a client or prospect, a universal service you can access from anywhere with an internet connection, the ability to store documents and other items, and the ability to quickly pull reports. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 5/16/2018 "Good System; If polished could be great" 4.5/5 What do you like best about AdvisorEngine CRM? I enjoy that the system really has so many possibilities to customize the experience. Being able to export out content from the system also really helps us with our reporting and for Compliance. We frequently use their Service Monitors to customize the experience for a client and make sure we're reaching out as needed so that they get the best experience from us. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? I dislike the system's inability to sync as seamlessly with our systems as I would like. There is just way too much of a manual process that I don't love to sift through. Additionally, we have a huge issue with the amount of content that's put into the system- we don't need that for everyone! I wish we could customize some of the information so that the clients that don't need a certain category or subsection could be hidden, rather than blank. Also, it's hard to understand when data has been updated in different sections; adding an automatic timestamp would be incredibly helpful in this scenario. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Recommendations would be to know exactly what content you want the system to be streamlined across all your clients; that way you don't arbitrarily fill out content for some and not others. Get a handle and maybe go to their conference to understand how others use it. Consistency is key here! Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? We log all of our client contact within the system; we can track when we need to speak to new clients or when it's been a while since we reached out. It helps us track the frequency of our client contacts as well as a central database for our data. Benefits are definitely "nudges" to talking to underserved clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Deborah F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Deborah F.") DF Deborah F. Administrative Asst. Financial Services Small-Business (50 or fewer emp.) 2/22/2018 "New Junxure User" 3.5/5 What do you like best about AdvisorEngine CRM? Having a crm that has all information for each account in one place. Meetings, Phone calls, and other notes. We did not have a crm prior to this, we only used outlook. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? It is difficult to set up a new record and hard to figure out how to update the different sections. There are many places to put information and different places to link information within the record. I am learning but it definitely takes some time. Watching the learning videos is very helpful. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Be sure you have the time to learn Junxure and that you have someone onsite who can help others in the office. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? 1. Having information including emails and phone call notes available to everyone in the firm. 2. Scheduling followup meetings or phone calls with clients and prospects. 3. Having all workflows electronic and available to everyone in the firm so all employees are following proper procedure. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Bennett C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bennett C.") BC Bennett C. FSO Advisory Staff Accounting Mid-Market (51-1000 emp.) 1/31/2018 "Junxure Review" 3/5 What do you like best about AdvisorEngine CRM? Junxure is able to store data in a very organized fashion, if used correctly and all users are instructed thoroughly on how to organize / categorize items. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? It is not an intuitive software; data is not always available where you would expect it, and users often are not completely on the same page of how to classify everything. I have found it requires a serious training session to truly get everyone up to speed, and the time / effort for training a new user can be taxing. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: I recommend sitting down with all the individuals using Junxure and training everyone the same way, so that all actions in the system are consistent and accurate. This will cut out the iterations of re-organizing the data stored, and will also make use of the system significantly easier in the long run. Overall, it is a good software, just takes a bit to get the hang of it. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? We used Junxure to organize and classify client data based on a number of criteria, so that we could run reports based on the data stored. It was effective in that sense, however it was sometimes difficult to modify existing data or keep everything organized correctly. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Tracy G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracy G.") TG Tracy G. Manager of Operations Financial Services Small-Business (50 or fewer emp.) 6/13/2017 "Robust, yet practically priced CRM for Financial Planners and RIA Firms" 5/5 What do you like best about AdvisorEngine CRM? The easy set up of all contacts. I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts), I was able to quickly import them via a simple tool that CRM provides within the application. Additionally, maintenance of these contacts is very simple. I also like the fact that you have a simple document retention system built into the software. It's a rather simple system but usable for small firms. Also, the Actions (reminders) are very easy to use and work with. There are single reminder actions as well as recurring actions and action sequences (each sequence denotes a specific action that needs to be taken before the next step can be performed) available for use. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? The document retention system that is built into the software utilizes Windows Explorer in order to display all documents/files associated to the given contact record. However, there is no "check-in/check-out" process involved, so users inadvertently delete a file, it will no longer appear in the documents list within the application. I guess I wish this system would have some form of controls placed on those documents to prevent user related issues. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Contact me to discuss this application and how you would use it and I can help you to implement it. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? This is a primary contact relationship management software and we utilize it daily. All of our employees rely on it for organization and reminders. As a matter of fact many of our users are expanding their knowledge of Junxure to include the use of recurring actions and action sequences - which has improved their ability to complete ongoing work that could take months to perform (it reminds them of the step they are on and what is needed in order to complete that step). Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Lauren M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren M.") LM Lauren M. Digital Media & Marketing Coordinator Marketing and Advertising Small-Business (50 or fewer emp.) 10/17/2017 "Gets the job done, but missing some key features" 3.5/5 What do you like best about AdvisorEngine CRM? Junxure makes it easy to work with another individual or a team of people within the office to accomplish the task at hand. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? It's very slow and not as user friendly as it could be. The reports section could use some updates - and after moving from Junxure desktop to Junxure cloud, it appeared that many features seemed to be lost, rather than improved upon. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: It might not accomplish all the things you hope for - but it still gets the job done. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Junxure makes it easier to communicate with coworkers within the office. It's a quick place to leave a note about a phone call or client interaction for all to see. Review collected by and hosted on G2.com. Show More 10/23/2017 Validated ReviewerIncentivizedSource: G2 invite ## Questions about AdvisorEngine CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about AdvisorEngine CRM ](https://www.g2.com/products/advisorengine-crm/discussions/new) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") G2 Verified User in Financial Services • Last activity over 6 years ago Does Junxure Cloud integrate with email programs? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) GU Guest User What is AdvisorEngine CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-advisorengine-crm-used-for) [ View all Discussions ](https://www.g2.com/products/advisorengine-crm/discuss) ## Pricing Options Pricing provided by AdvisorEngine CRM. ### AdvisorEngine CRM $65.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/advisorengine-crm/pricing) AdvisorEngine CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/advisorengine-crm-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/advisorengine-crm-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") Agentforce Financial... 4.3/5(227) [ Compare Now ](https://www.g2.com/compare/advisorengine-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) ##### Explore More [Which CLM platforms do operations manager teams trust most, based on real user reviews?](https://www.g2.com/discussions/which-clm-platforms-do-operations-manager-teams-trust-most-based-on-real-user-reviews)[Affordable voice recognition solution for small tech firms](https://www.g2.com/discussions/affordable-voice-recognition-solution-for-small-tech-firms)[What are some enterprise information archiving tools with fast eDiscovery search and easy export for regulatory audits?](https://www.g2.com/discussions/what-are-some-enterprise-information-archiving-tools-with-fast-ediscovery-search-and-easy-export-for-regulatory-audits%20) [What's the leading global payroll solution for businesses](https://www.g2.com/discussions/what-s-the-leading-global-payroll-solution-for-businesses)[Best operational risk management software you've used](https://www.g2.com/discussions/what-s-the-best-operational-risk-management-software-you-ve-used-and-why)[Best cloud-based compensation systems for medium business](https://www.g2.com/discussions/best-cloud-based-compensation-systems-for-medium-businesses) [Show MoreShow Less](javascript:void(0);)