AdvisorEngine

star star star star star 0.0 (0 reviews) | CRM Software · CRM For Financial Services

Transform your advisory practice with AdvisorEngine's powerful CRM, portfolio oversight, and automated onboarding for a personalized client experience.

Get Pricing play_circleWatch Demo

Product Overview

AdvisorEngine offers a comprehensive platform that integrates client relationship management, portfolio management, and digital onboarding specifically designed for financial advisors. Although it may take a little while to fully understand all of its functionalities, the platform boasts excellent integration options and automated processes that enable advisors to create a more tailored experience for their clients.

Product Details

What Is AdvisorEngine?

AdvisorEngine is a comprehensive wealth management solution that incorporates customer relationship management (CRM) tools. It aims to assist financial advisors in streamlining their operations and enhancing the quality of client service. By merging CRM capabilities, portfolio management, digital onboarding, and automated workflows into a unified platform, AdvisorEngine simplifies the advisory process. Key features include support for multi-custody data integration, performance analytics, rebalancing, and fee billing, allowing advisors to effortlessly manage both managed and non-managed assets. This platform not only clarifies intricate advisory tasks but also delivers in-depth insights and a contemporary client experience.

AdvisorEngine Pricing

The pricing structure for AdvisorEngine is as follows:

Standard Plan: $69/month/user (requires a minimum of three users, billed annually)

Get in touch with us to receive a customized quote for your AdvisorEngine pricing today!

Please note: Pricing is subject to modification.

AdvisorEngine Integrations

AdvisorEngine can integrate with various platforms and services, including:

Agreement Express
Constant Contact Software
DocuSign Software
Laser App
Riskalyze

Experience a free demo of AdvisorEngine to explore its integration capabilities further.

Who Is AdvisorEngine For?

This platform caters to a diverse array of financial professionals and management firms, such as:

Advisors
Broker-dealers
Asset managers
Financial planners

Is AdvisorEngine Right For You?

AdvisorEngine is crafted to streamline client onboarding, portfolio oversight, and CRM functions for financial advisors and wealth management firms. It is particularly beneficial for advisors and asset managers seeking to enhance operational productivity while providing a modern experience for clients. The software equips professionals with automation and reporting tools that facilitate the effective management of complex portfolios and boost client engagement.

If you're still uncertain about whether AdvisorEngine is the right choice for you, reach out to our support team at info@softwareseekers.com for further assistance.

CRM Software Features

cancel Security

cancel Training

cancel Dashboard

cancel Invoicing

cancel Reporting

cancel Timeclock

cancel Mobile App

check_circle Mobile CRM

cancel Purchasing

cancel Online Help

cancel AI Analytics

cancel Audit Trails

cancel ChatGPT said:

cancel Integrations

cancel Lead Routing

cancel Sales Orders

cancel Client Portal

cancel HR Compliance

cancel Insurance CRM

cancel Time Tracking

cancel CRM for Retail

cancel Healthcare CRM

cancel Mobile CRM App

cancel Sales Pipeline

cancel Sales Tracking

cancel Tax Management

cancel Budget Tracking

cancel Case Management

cancel CRM for Coaches

cancel CRM for Outlook

cancel CRM Integration

cancel Deployment Type

cancel Email Marketing

cancel Lead Generation

check_circle Lead Management

cancel Market Position

cancel Task Management

cancel Accounts Payable

cancel CRM for Facebook

cancel CRM for Startups

cancel Customer Support

cancel Distribution CRM

cancel Donor Management

cancel Event Management

cancel Expense Tracking

cancel Fundraising Tool

cancel Grant Management

cancel Sales Automation

cancel Activity Tracking

cancel Budget Management

cancel CRM for B2B Sales

cancel CRM for Education

cancel CRM for Marketing

cancel Donation Tracking

check_circle Email Integration

cancel Fundraising Tools

cancel Project Templates

cancel Sales Forecasting

cancel Vendor Management

cancel Activity Dashboard

check_circle Contact Management

cancel Content Management

cancel CRM for Healthcare

cancel CRM for Nonprofits

cancel Financial Tracking

cancel Hotel CRM Software

cancel Invoice Management

cancel Payment Processing

cancel Payroll Processing

cancel Project Scheduling

cancel Route Optimization

cancel Accounts Receivable

cancel Alerts/Notifications

cancel Analytics & Reporting

cancel Automated Workflows

cancel Bank Reconciliation

cancel Campaign Management

cancel Collaboration Tools

cancel Contract Management

cancel CRM for Consultants

cancel CRM for Contractors

cancel CRM for Field Sales

cancel CRM for Freelancers

cancel CRM for Hospitality

cancel CRM for Real Estate

cancel CRM for Restaurants

cancel CRM for Sales Teams

cancel CRM for Wholesalers

cancel Customer Management

cancel Document Management

cancel Employee Management

cancel Employee Onboarding

cancel Financial Reporting

cancel Marketing Campaigns

cancel Mobile CRM Software

cancel Online CRM Software

cancel Reporting & Analytics

cancel Resource Allocation

cancel Workflow Automation

cancel Android CRM Software

cancel Banking CRM Software

cancel CRM for Associations

cancel CRM for Distributors

cancel Higher Education CRM

cancel Inventory Management

cancel IT Ticketing Systems

cancel Marketing Automation

cancel Merchandise Transfer

cancel Multi‑Channel Support

cancel Performance Tracking

cancel Quotation Management

cancel Volunteer Management

cancel Warehouse Management

cancel Compliance Management

cancel CRM for Loan Officers

check_circle Customer Segmentation

cancel Membership Management

cancel Mortgage CRM Software

cancel Multi-Channel Support

cancel Productivity Tracking

cancel Safety and Compliance

cancel CRM for Digital Agency

cancel CRM for Small Business

cancel Ecommerce CRM Software

cancel Financial CRM Software

cancel Guest Intelligence CRM

cancel Multi-Currency Support

check_circle Opportunity Management

cancel Performance Management

cancel Sales Enablement Tools

check_circle Analytics And Reporting

cancel Consulting CRM Software

cancel CRM for Media Companies

check_circle Customer Service/Support

cancel Customizable Dashboards

cancel Enterprise CRM Software

cancel Recipe & Menu Engineering

cancel Registration Management

cancel Reporting and Analytics

cancel Sales Pipeline Tracking

cancel Sales Tracking Software

cancel Social Media Management

cancel Alerts and Notifications

cancel Communication management

cancel CRM for Event Management

cancel CRM for Insurance Agents

cancel CRM for Marketing Agency

cancel CRM for Mortgage Brokers

cancel CRM for Rental Companies

cancel Customer Service & Support

check_circle Deal Pipeline Management

cancel Multi-channel management

cancel Omnichannel CRM Software

cancel Social Media Integration

cancel Task & Activity Management

cancel Training and Development

cancel Automated Purchase Orders

cancel Budgeting and Forecasting

cancel CRM for Equipment Dealers

cancel CRM for Insurance Brokers

cancel CRM for Service Providers

cancel Customer Service Software

cancel Customizable HR Workflows

cancel Email Integration (implied)

cancel Mobile CRM / Mobile CRM App

cancel Sales Pipeline Management

cancel AI-Integrated CRM Solution

cancel CRM for Content Management

cancel CRM for Financial Advisors

cancel CRM for Financial Services

cancel CRM for Logistics Industry

cancel CRM for Outside Sales Reps

cancel CRM for Project Management

cancel CRM for Real Estate Agents

cancel Customer Support Ticketing

cancel Sales Engagement Platforms

cancel Account Management Software

cancel Channel Management Software

cancel Contact Management Software

cancel CRM for Political Campaigns

cancel CRM for Training Management

cancel CRM for Workflow Management

cancel Email Marketing Integration

cancel Sales Acceleration Software

cancel Small Business CRM Software

cancel Auto Dealership CRM Software

cancel CRM for Construction Company

cancel Customer Engagement Platform

cancel Employee Database Management

cancel Task and Activity Management

cancel Task Assignment and Tracking

cancel Time and Attendance Tracking

cancel CRM for Professional Services

cancel Customer Feedback and Surveys

cancel Investor/Customer Segmentation

cancel CRM for Manufacturing Business

cancel CRM for Social Media Marketing

cancel CRM for Health Insurance Agents

cancel CRM for Real Estate Wholesalers

check_circle Customer Communication Tracking

cancel Employee Information Management

cancel Project Planning and Scheduling

cancel Sales Force Automation Software

cancel Sales Forecasting (via analytics)

cancel Appointment Management/Scheduling

cancel CRM for Digital Marketing Agency

cancel CRM for Membership Organizations

cancel Delivery Planning And Scheduling

cancel Integration With Marketing Tools

cancel Integration with Third‑Party Apps

cancel Mobile CRM (implied mobile access)

cancel CRM Software for Accounting Firms

cancel Email Integration / Email Marketing

cancel Integration with Third-Party Apps

cancel Cloud Based CRM for Small Business

cancel Mobile CRM Analytics And Reporting

cancel Recruitment and Applicant Tracking

cancel Task Management Alerts/Notifications

cancel Customer Relationship Management (CRM)

cancel Opportunity & Deal Pipeline Management

cancel Workflow Automation/Automated Workflows

cancel Sales Pipeline / Deal Pipeline Management

cancel Workflow Automation / Automated Workflows

cancel Social Media Integration (via integration)

cancel Sales Forecasting (pipeline value tracking)

cancel CRM for Offices and Public Administrations

cancel Multi-Channel Support (Email, SMS, WhatsApp, Chat)

cancel Analytics and Reporting/Reporting and Analytics

cancel Analytics and Reporting / Reporting and Analytics

cancel Case/Support Ticketing (Customer Support Ticketing)

cancel Deal Pipeline Management / Sales Pipeline Tracking

cancel Social Media Integration (lead capture from social channels)

Pros & Cons

Pros

checkStrong portfolio management and financial planning features

checkEasy to use with quick implementation and no complex integrations

checkSupports personalized financial advice and efficient workflows

checkCloud-based system enables paperless operations and improves compliance tracking

Cons

closeNotification system can use some enhancements for effectiveness

closeOccasional slowdowns and crashes can occur during peak usage

closeWorkflow features may feel limited and confusing for beginners

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with AdvisorEngine.

Frequently Asked Questions

AdvisorEngine currently supports English.

The AdvisorEngine pricing plan includes the Standard Plan at $69/user/month.

AdvisorEngine offers support through phone and email.

Yes, AdvisorEngine provides an API.

No, the platform does not offer a mobile app.

AdvisorEngine supports integration with multiple platforms including Riskalyze, DocuSign Software, Agreement Express, Laser App, and Constant Contact Software.

AdvisorEngine is typically used by financial planners, asset managers, broker-dealers, and advisors.

Still deciding on AdvisorEngine?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

AdvisorEngine

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality