---
title: Advisory World Reviews
meta_title: 'Advisory World Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Advisory World works for a business like yours.
aggregate_rating:
  rating_value: 3.3
  review_count: 2
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Advisory World Reviews
**Vendor:** LPL Financial  
**Category:** [Financial Data APIs](https://www.g2.com/categories/financial-data-apis)  
**Average Rating:** 3.3/5.0  
**Total Reviews:** 2
## About Advisory World
Integrated Capital Engine is a web-based software that analyses portfolios, generates proposals, makes up theoretical illustrations.




## Advisory World Reviews
  ### 1. AdvisoryWorld - Greatest portfolio review tool in our arsenal

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2019

**What do you like best about Advisory World?**

Easy portfolio/scenario/account setup using AdvisoryWorld.  Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet.  Can be easily adjusted to show all of the metrics in which you are interested.

**What do you dislike about Advisory World?**

Reports are lengthy by design and out of necessity for compliance reasons.  Takes some time to get used to the system.

**Recommendations to others considering Advisory World:**

May be expensive.  Our company has a special relationship/partnership with the product so we get a special price.  Unfortunately not sure what the actual price is.

**What problems is Advisory World solving and how is that benefiting you?**

Simplify and beautify client portfolio reviews.

  ### 2. It's ok, seems slow at times.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 17, 2019

**What do you like best about Advisory World?**

Their user platform isnt user friendly. The program moves slow when there's multiple users on at one time.

**What do you dislike about Advisory World?**

Super slow interface. Lots of lagging.  Increased slowness of speed when multiple users are using the program.

**What problems is Advisory World solving and how is that benefiting you?**

None at all. We didn't use it for long.


## Advisory World Discussions
  - [What is SCANalytics used for?](https://www.g2.com/discussions/what-is-scanalytics-used-for)

- [View Advisory World pricing details and edition comparison](https://www.g2.com/products/advisory-world/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-03+14%3A29%3A00+-0500&secure%5Bsession_id%5D=021c1c94-f605-4cfb-b1af-fa499aeeb359&secure%5Btoken%5D=db653388c8a31b33bf8c2bc2c88a6eedba2e18009695dd953e45f81117ae0168&format=llm_user)

## Advisory World Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

## Top Advisory World Alternatives
  - [Merge Unified](https://www.g2.com/products/merge-unified/reviews) - 4.7/5.0 (251 reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - 4.3/5.0 (247 reviews)
  - [Asset-Map](https://www.g2.com/products/asset-map/reviews) - 4.8/5.0 (129 reviews)