Product Avatar Image

AdvisorEngine

Show rating breakdown
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
Verified User in Financial Services
UF
Verified User in Financial Services
09/22/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

one stop shop to manage all assets and deliver seamless user experience

one stop shop to manage all your assets in one place regardless of what those assets are !! multifunctional and insight driven
Caitilin A.
CA
Caitilin A.
Financial Planning Associate at Blue Water Wealth
09/14/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Clunky

There isn't anything helpful about AE. The CRM is clunky and trying to sort and run reports is time consuming.
PM
Payge M.
11/22/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

AdvisorEngine Pros/Cons

I like that Advisor Engine is constantly trying to grow and improve its tools. They are also very helpful when contacting support.

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