![Sufiyan P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sufiyan P.")
SP

Sufiyan P.

Consultant

Enterprise (\> 1000 emp.)

1/21/2024

"AdvisorEngine Best Tool for CRM with Management"

4.5/5

What do you like best about AdvisorEngine?

The best thing I like about it is portfolio management, financial planning, client communication, and other advisory services for users. Very easy to use and implementing is quick enough. There is not complicated integration required. Overall a good client experience. Review collected by and hosted on G2.com.

What do you dislike about AdvisorEngine?

I think they need to be more dynamic and enhance their feature with some regular releases or introducing new versions. Review collected by and hosted on G2.com.

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

I am able to efficiently manage workflow which come from my client. Previously I am unable to comprehensive make financial plans but after implementing I can easily make financial plans that include retirement planning, goal setting, and scenario analysis, helping advisors offer. Review collected by and hosted on G2.com.

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4.2 out of 5 · Verified reviews from real users

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