# AdvisorEngine Reviews **Vendor:** AdvisorEngine **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 10 ## About AdvisorEngine Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business. ## AdvisorEngine Reviews ### 1. AdvisorEngine Best Tool for CRM with Management **Rating:** 4.5/5.0 stars **Reviewed by:** Sufiyan P. | Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 21, 2024 **What do you like best about AdvisorEngine?** 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. **What do you dislike about AdvisorEngine?** I think they need to be more dynamic and enhance their feature with some regular releases or introducing new versions. **What problems is AdvisorEngine solving and how is that benefiting you?** I am able to efficiently manage workflow which come from my client. Previously I am unable to comprehensive make financial plans but after implementing I can easily make financial plans that include retirement planning, goal setting, and scenario analysis, helping advisors offer. ### 2. AdvisorEngine CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2024 **What do you like best about AdvisorEngine?** 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. **What do you dislike about AdvisorEngine?** Notifications can be improved Costing can be reduced the user interface can be improved Regular updates should be there **What problems is AdvisorEngine solving and how is that benefiting you?** It helps to manage and optimize the client portfolio through an easy streamlined process. Gather all the information when the particular billing cycle ends. Workflows tools are easy to use. ### 3. Advisor Engine wealth management CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Nikhil S. | Infrastructure Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2023 **What do you like best about AdvisorEngine?** 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. **What do you dislike about AdvisorEngine?** I feel bit costly for advisor engine CRM and sometime slowdown and crashes **What problems is AdvisorEngine solving and how is that benefiting you?** AdvisorEngine builds powerful and intuitive technology for financial advisors They enable advisors to better understand clients' needs and recommend suitable portfolio allocations worh smart way ti manage financial services and portfolio ### 4. Clunky **Rating:** 1.5/5.0 stars **Reviewed by:** Caitilin A. | Director of Client Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2023 **What do you like best about AdvisorEngine?** There isn't anything helpful about AE. The CRM is clunky and trying to sort and run reports is time consuming. **What do you dislike about AdvisorEngine?** 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. **What problems is AdvisorEngine solving and how is that benefiting you?** I forced to move to AE has long term junxure users didn't have a choice. ### 5. ccuracy and Performance: **Rating:** 5.0/5.0 stars **Reviewed by:** Achut D. | Registered Nurse, Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about AdvisorEngine?** 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. **What do you dislike about AdvisorEngine?** Nothing really. It could be little be cheaper though. **What problems is AdvisorEngine solving and how is that benefiting you?** It regularly updates and is commited to innovation indicating a platform's dedication to staying current with market trends and user needs. ### 6. Advisor Engine a great tool for CRM , portfolio management **Rating:** 4.0/5.0 stars **Reviewed by:** Aditya M. | SAP Technical Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about AdvisorEngine?** It is simple to use and can integrate with lot of other tools and can be used as a standalone as well. **What do you dislike about AdvisorEngine?** Configuration is little complex as it asks for lot of data to start with **What problems is AdvisorEngine solving and how is that benefiting you?** It helps in managing clients portfolio and other CRM management ### 7. one stop shop to manage all assets and deliver seamless user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2023 **What do you like best about AdvisorEngine?** one stop shop to manage all your assets in one place regardless of what those assets are !! multifunctional and insight driven **What do you dislike about AdvisorEngine?** As great as this solution is, getting in touch with customer support can be a real pain. **What problems is AdvisorEngine solving and how is that benefiting you?** helping people like me manage multiple financial instruments at the same time. its easy for things to fall through the cracks so a solution like AdvisorEngine is necessary ### 8. AdvisorEngine Pros/Cons **Rating:** 4.0/5.0 stars **Reviewed by:** Payge M. | Marketing Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about AdvisorEngine?** I like that Advisor Engine is constantly trying to grow and improve its tools. They are also very helpful when contacting support. **What do you dislike about AdvisorEngine?** It is a small company and sometimes the changes they make are not the most helpful. **What problems is AdvisorEngine solving and how is that benefiting you?** Advisor Engine helps us solve many issues, we hold a lot of our client data and processes in this tool. It is a central place for our information. ### 9. Resourceful CRM for Financial Progress **Rating:** 4.5/5.0 stars **Reviewed by:** David L. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2022 **What do you like best about AdvisorEngine?** 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. **What do you dislike about AdvisorEngine?** 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. **Recommendations to others considering AdvisorEngine:** AdvisorEngine has a good platform that ensures CRM and financial analysis are efficiently done. **What problems is AdvisorEngine solving and how is that benefiting you?** AdvisorEngine has made the relations for clients to be authentic and substantial, allowing companies to support the customers' insights flawlessly. Besides, AdvisorEngine has accurate communications based on the analytical results that the company makes. ### 10. The future is robo-advisors! **Rating:** 5.0/5.0 stars **Reviewed by:** Malise H. | Independent Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2020 **What do you like best about AdvisorEngine?** 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! **What do you dislike about AdvisorEngine?** 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. **Recommendations to others considering AdvisorEngine:** Don't hesitate in moving your business to AdvisorEngine. The support system is exceptional, and you never have to struggle again. Wealth management will become an easier task, as you will have a variety of financial planning tools, including performance reports, at your fingertips. **What problems is AdvisorEngine solving and how is that benefiting you?** Time has been one of our biggest problems before AdvisorEngine. We spent more time getting paperwork sorted out and less time building relationships with our clients. Now that we are working with a cloud-based platform, we can digitally onboard new clients while keeping compliance up to date. Another plus is the goal-based planning tool which we have been using to help set goals for our clients. ## AdvisorEngine Discussions - [What is AdvisorEngine used for?](https://www.g2.com/discussions/what-is-advisorengine-used-for) - [View AdvisorEngine pricing details and edition comparison](https://www.g2.com/products/advisorengine/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-28+00%3A28%3A35+-0500&secure%5Bsession_id%5D=5ef3331d-69d2-4948-b4a3-37179408d58b&secure%5Btoken%5D=e718f0f205660d734660b095150b1674abf8e1d0e9488fec4158bde5fd514191&format=llm_user) ## AdvisorEngine Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Basics** - Reporting **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Content** - Automation - File Sharing **Content** - Automation **Platform Additional Functionality** - Cloud - Dashboard **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Interoperability** - Pre-Built Connectors **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Agentic AI - Robo-Advisory** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top AdvisorEngine Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (546 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (407 reviews)