---
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
**Vendor:** Junxure  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 26
## About AdvisorEngine CRM
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.





## AdvisorEngine CRM Discussions
  - [Does Junxure Cloud integrate with email programs?](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) - 1 comment, 1 upvote
  - [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) - 1 comment
  - [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) - 1 comment

- [View AdvisorEngine CRM pricing details and edition comparison](https://www.g2.com/products/advisorengine-crm/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-09+15%3A44%3A43+-0500&secure%5Bsession_id%5D=9e51f949-69cb-4fd0-ba6f-9692f367d099&secure%5Btoken%5D=ca1d3d13f4fe83b5db88aa5ff267d8b44534e2faaf77a121db772d709f6aca16&format=llm_user)

## AdvisorEngine CRM 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 AdvisorEngine CRM Alternatives
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)
  - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews)
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)