logo

AdvisorEngine

AdvisorEngine offers a comprehensive platform that integrates client relationship management, portfolio management, and digital onboarding specifically designed...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

AdvisorEngine offers a comprehensive platform that integrates client relationship management, portfolio management, and digital onboarding specifically designed...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

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

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Strong portfolio management and financial planning features
  • ✔ Easy to use with quick implementation and no complex integrations
  • ✔ Supports personalized financial advice and efficient workflows
  • ✔ Cloud-based system enables paperless operations and improves compliance tracking

Cons

  • ✘ Notification system can use some enhancements for effectiveness
  • ✘ Occasional slowdowns and crashes can occur during peak usage
  • ✘ Workflow features may feel limited and confusing for beginners

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with AdvisorEngine.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.