--- 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) ![Cullen J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cullen J.") CJ Cullen J. Investment Analyst Financial Services Small-Business (50 or fewer emp.) 2/16/2018 "We use it to manage client accounts and workflow" 3/5 What do you like best about AdvisorEngine CRM? Simplicity and ease of use come to mind Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? Sometimes the notifications can be overwhelming Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Use it Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Ease of communication and access to client info Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") AI Verified User in Investment Management Small-Business (50 or fewer emp.) 7/27/2017 "Decent program, good reports and tags" 2.5/5 What do you like best about AdvisorEngine CRM? What was good about junxure was the reporting feature and the tags. It was straight forward, not all CRMs use those straight forward tags. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? It was very old fashioned and took a while to open. It wasn't cloud based and the desktop version would take very long to load. It would slow down the computer. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Junxure is or has already converted to the cloud. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Junxure helped organize and track emails, phone numbers, addresses and generic contact information. It was also helpful with tracking opportunities. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kait S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kait S.") KS Kait S. Product Consultant Small-Business (50 or fewer emp.) 12/2/2016 "Good intentions, bad for record keeping" 1.5/5 What do you like best about AdvisorEngine CRM? There are so many pieces you can put in to one task from e-mails to documents to follow up notes. The deliverables section allows you to set rules where you will get automatic reminders. The due dates allow you to keep track of things. The reports are pretty easy to use once you get the hang of them and allow you to easily export data in house. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? There is nothing automatically time stamped. It would be great to have a note section AND a running feed of actions taken that were automatically time stamped. Right now, everything within a task is editable making it hard to track and verify who did what (SalesForce does a great job at this when you chatter to someone or save a change). Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: The software is pretty malleable but if what you are doing is very time sensitive, get used to the CTRL+J function really fast to add your own time stamps. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? It can be difficult to tell who did what and when, Record keeping is a little more confusing/difficult. 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") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/28/2017 "Simple." 2/5 What do you like best about AdvisorEngine CRM? I love how everyone in the office has access to files since the beginning of the business! Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? It needs to technologically updated. It's a little dated. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Using the same file at the same time with other colleagues Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 12/22/2016 "Clunky, but effective." 4.5/5 What do you like best about AdvisorEngine CRM? It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data clean up is hardly the ideal use of anyone's time. As with any database, the database is only as good as the data within it. Junxure keeps all of our clients and tasks organized. It is fairly user friendly, although not always the most intuitive. The Junxure support team is often available and good at solving our problems. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? Junxure has some small things that are frustrating and unavoidable. For example, you can only have 2 windows open at one time. I think that the software is kind of clunky. In order to access and run different reports, you have to go into sections that are not named very intuitively. Junxure almost has its own set of lingo and you have to REALLY understand it. With this program, it is imperative that you really understand its purpose, how it works, and best practices. Without proper training and procedures, there is no way to get all of the things out of Junxure that you can get to make the product worthwhile. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Receive training, implement best practices and procedures, and do more training. As with any database, the database is only good if the data and it's usage is effective. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? We are able to manage actions for our clients very easily. Junxure prevents things from falling through the cracks. For example, for one client we may have 15 different action items or tasks outstanding. Without a software that can manage those actions and track any progress, we would probably be lost. Junxure does a really good job of keeping an accurate record of everything. Junxure helps us manage work flow and keep everything organized. It also serves as a great communication tool. When a client tells us about something, we can update the action item and FYI everyone in the office who needs to know about it. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Mid-Market (51-1000 emp.) 11/17/2016 "Solves all my problems" 5/5 What do you like best about AdvisorEngine CRM? Ability to customize, the amount of information you can enter, the customer service, training provided all excellent. Review collected by and hosted on G2.com. What do you dislike about AdvisorEngine CRM? There isn't much I don't like. Anytime I've had an issue Junxure support has solved it for me. Review collected by and hosted on G2.com. Recommendations to others considering AdvisorEngine CRM: Take advantage of the free training offered by Junxure. Review collected by and hosted on G2.com. What problems is AdvisorEngine CRM solving and how is that benefiting you? Junxure is more than just a rolodex. It has the ability to keep detailed information about the client. And ways to customize fields to capture additional information that is above and beyond what Junxure recommends. Review collected by and hosted on G2.com. Show More Current UserValidated 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) 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) ![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) [ 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);)