![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/4/2024

"Junxure does exactly what we need"

4.5/5

What do you like best about AdvisorEngine CRM?

Workflows are great. This is a CRM for the suppoert team. UIRecord ID is a great data point for matching. Easily integrates with our custodian. It is robust without being too overwhelming. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine CRM?

I would love the ability to add interests on the fly, and be able to give that ability to users as needed instead of allowing them full access to the List Data Maintenence feature. Review collected by and hosted on G2.com.

What problems is AdvisorEngine CRM solving and how is that benefiting you?

Managing workflows and client relationships. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

See what 26 reviewers think of AdvisorEngine CRM

4.0 out of 5 · Verified reviews from real users

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