Product Avatar Image

AdvisorEngine

Show rating breakdown
4.3 out of 5 stars
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
DL
David L.
Director at Levi Consulting
01/19/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Resourceful CRM for Financial Progress

|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.
Malise H.
MH
Malise H.
Passionate Independent Financial Advisor • Budgeting Enthusiast • Marathon Runner Wannabe • Curious? Read on!
12/06/2020
Validated Reviewer
Review source: Organic

The future is robo-advisors!

|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!

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