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AdvisorEngine

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11 reviews
  • 2 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
2014

Profile Name

Star Rating

7
3
0
1
0

AdvisorEngine Reviews

Review Filters
Profile Name
Star Rating
7
3
0
1
0
Achut D.
AD
Achut D.
Registered Nurse at UC health
11/21/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

ccuracy and Performance:

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.
Nikhil S.
NS
Nikhil S.
SOTI SME at Capgemini
11/05/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Advisor Engine wealth management CRM

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.
Aditya M.
AM
Aditya M.
SAP ABAP CONSULTANT at Infosys limited
09/26/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Advisor Engine a great tool for CRM , portfolio management

It is simple to use and can integrate with lot of other tools and can be used as a standalone as well.

About

Contact

HQ Location:
Raleigh, US

Social

@advisorengine

What is AdvisorEngine?

AdvisorEngine is a financial technology company that provides a comprehensive wealth management platform designed to enhance the client advisory experience. Offering tools for financial advisors, their solutions focus on client relationship management, portfolio management, and business process automation. AdvisorEngine integrates a range of features including customer relationship management (CRM), performance reporting, fee billing, and client engagement tools. With an emphasis on improving operational efficiency and client interactions, the platform supports advisory firms in delivering personalized investment advice.

Details

Year Founded
2014