---
title: AdvisorEngine Reviews
meta_title: 'AdvisorEngine Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 10 reviews by the users' company size, role or industry to
  find out how AdvisorEngine works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 10
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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. 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.


## 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?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-14+05%3A41%3A33+-0500&secure%5Bsession_id%5D=f8b2ab09-f88a-470d-b9cb-1c847bfb7c84&secure%5Btoken%5D=14a2b68593f7d607979e6a164855954279a97bfa988f2a219981c33c73649f10&format=llm_user)

## AdvisorEngine Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Platform Basics**
- Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Platform Content**
- Automation
- File Sharing

**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Cloud
- Dashboard

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

**Platform Interoperability**
- Pre-Built Connectors

**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

**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
- 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

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