AdvisorEngine 2026: Benefits, Features & Pricing

Wondering if AdvisorEngine is right for your organization?

Our Financial Services Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

AdvisorEngine

4.4

(24)

Pricing

Pricing available upon request

About AdvisorEngine

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, reporting, and more.

AdvisorEngine includes customer relationship management (CRM) tools with powerful workflow automations and document storage. The client portal helps increase engagement and provides direct access to all financial accounts. The goal-based planning tools and interactive reporting allow clients to track performance, create scheduled reports, and manage financial portfolios.

AdvisorEngine Screenshots

AdvisorEngine Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

AdvisorEngine Features

Popular features found in Financial Services
Billing & Invoicing
Financial Management
For Financial Institutions
Reporting/Analytics
Risk Management
Transaction Monitoring
More features of AdvisorEngine
Access Controls/Permissions
Accounting
Activity Dashboard
Alerts/Notifications
Approval Process Control
Asset Lifecycle Management
Budgeting/Forecasting
Cash Flow Management
Cash Management
Channel Management
Client Management
Client Portal
Compliance Management
Compliance Tracking
Contact Management
CRM
Customer Database
Customer Engagement
Customizable Reports
Data Import/Export
Data Visualization
Document Management
Expense Tracking
Fee Management
Financial Analysis
Forecasting
For Investment Advisors
For Investors & Traders
Fund Management
General Ledger
Income & Balance Sheet
Interaction Tracking
Investments Tracking
Lead Management
Mobile Access
Modeling & Simulation
Performance Management
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Profit/Loss Statement
Real-Time Data
Real-Time Reporting
Relationship Tracking
Reporting & Statistics
Search/Filter
Workflow Management

AdvisorEngine Integrations

Direct Advisory Suite

Nitrogen

Orion Law

Redtail CRM

AdvisorEngine User Reviews

Overall Rating

4.4

Ratings Breakdown

50%

46%

Secondary Ratings

Ease of Use

4.3

Value for money

4.6

Customer support

5.0

Functionality

4.1

Thomas S.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2021

Junxure is a great help to our organization

Very good

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

A CRM that knows our industry - Registered Investment Advisors

Cons:

Document management is not as good as in their previous, server based system

Reasons for choosing AdvisorEngine

Staff of 19 already knew the server based version so switching to the Cloud version was NOT as much of a disruption..... Additionally, I've heard from several COOs in my industry that Tamarac CRM is not up to the high quality of the other excellent Tamarac products.

Jessica S.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed July 2021

Maybe reinventing the wheel would've been better...

In switching to the Cloud version, we were hoping to mitigate issues we see when we had network failure, more security and increased data storage volume. We were switching from Junxure desktop so the Junxure Cloud was a logical next step. I just feel as an end user who also had a role in onboarding and transferring data, it left a lot to be desired from a functionality standpoint-- like they had a duty to make their product close enough to the old version but they negated some really important improvements they could have capitalized on.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It's a great look. Things are cohesive with the desktop version of Junxure so the switch was relatively simple in terms of terminology and flow of navigation buttons. The service team that worked with us was literally always available for any questions and were always extremely patient with the types of questions

Cons:

Because they were mirroring a desktop software in the creation of this cloud based software, some really important features were overlooked/underdeveloped: 1) document storage shouldn't be based on "tags" it should be able to be put into folders; 2) updated versions of documents shouldn't need to be deleted and re-uploaded if they were generated from within the software, they should automatically overwrite with a prompt and 3) emails, calendars and documents created through the software just needs to be worked on in general-- if you allow the use the system to create anything, you can bet it won't come through identically on the external software they claim to integrate with, and sometimes it won't come through at all.

Reasons for choosing AdvisorEngine

Cost and we were working with a bunch of users that weren't actually users of the old product Junxure Desktop-- they weren't advocates for it and couldn't/wouldn't use a lot of the most basic and highly beneficial features fo it when it was a desktop program-- so switching to something even more robust like Saleforce that would cost even more was jsut not something that made sense for us an organization.

Reasons for switching to AdvisorEngine

In switching to the Cloud version, we were hoping to mitigate issues we see when we had network failure, more security and increased data storage volume. "All the cool kids are doing it" may have had a role in that decision as well...

Amanda L.

Verified reviewer

Financial Services

51-200 employees

Used other for less than 2 years

Review source

Reviewed July 2020

Outdated

Overall I would say that it needs a complete reboost.

Ratings Breakdown

Ease of use

Functionality

Pros:

Once you figure out how to navigate the software it isn't bad. The tabs make it appear to be easy to visually navigate.

Cons:

Clunky and outdated. I think the software is older so every update is based on an older underlying software platform.

Kerry B.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2020

Where Would We Be Without Junxure?

When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate this system is. After watching every single video to prepare for our migration, I was ready to jump in. After using the system for well over a year, and attending >Drive 2019, I have find myself to depend on this system to keep me organized. My absolute favorite tasks within a work day, is when I get to go into our data and add additional tags, or clean up fields throughout the system or create spreadsheets directly from the site. I can attest that this office definitely relies on Junxure to accomplish our everyday tasks but this system has also allowed us to expand to other opportunities, such as Constant Contact. Everyday I find a new reason to appreciate Junxure.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Junxure is the hub for any and all information when it comes to our clients. If it is not in Junxure, it didn't happen. Junxure makes it extremely easy to collaborate with coworkers on daily tasks and processes but also keep up with client accounts.

Cons:

I wouldn't say I dislike anything about this software. Although, I think there are features included that our office cannot utilize. It would be nice to be able to "mute" a feature from my screen to get rid of added clutter that we unfortunately cannot take advantage of at this time.

Reasons for switching to AdvisorEngine

I was newly hired during the decision making and migration process. Just from my brief experience, RedTail unfortunately wasn't robust enough to keep up with the record tracking that we needed. As soon as everyone in the office was comfortable logging into Junxure and going about their daily tasks, we have done our best to continue to take advantage of as many built in features as we possibly can.

Adam F.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2021

Love this software!

Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to the cloud version in 2018 I believe. Junxure does all the things we need it to and more, this is why we have utilized this application for over 10 years!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ability to make grids with tons of data points available grids are customizable so that individual users can set themselves up for how they will work best action tracking for daily tasks opportunities enable us to track cases through the pipeline data can be exported to excel for easy reporting application is very user friendly

Cons:

There are limitations to the amount of data that can be exported to excel. Initially, it was 50, now it is 200 and Junxure is working on it being unlimited.

Reasons for choosing AdvisorEngine

cost Salesforce was too robust for our need and Junxure met our needs very nicely.

Reasons for switching to AdvisorEngine

cost, ease of use

Jaimee C.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

Great functionality, but there's a learning curve.

It's helped organize us, be more efficient, store all client documents in one place, virtually, generate reports, create easy mailing labels, etc.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are SO many features in Junxure. It stores so much data, there are so many great ways to create reports and splice data many ways. It's a very robust system that's for sure.

Cons:

It does take a while to learn how to use the software, so I wish it was a bit more intuitive, especially when it comes to customizing a user's view/consolidating some information. I also wish that you could add more than one primary number (ie a home phone and a cell phone) so that they would show up on the main record page since some clients still use both (same with email). I wish that the integration with TD Ameritrade would be more up front instead of so many clicks away. Intergrating Junxure with our phone system would be AMAZING!

Reasons for switching to AdvisorEngine

Their customer service was horrible and Junxure's was AMAZING!

Kevin C.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2020

Junxure Review

Overall, our experience has been good. [SENSITIVE CONTENT HIDDEN] did a tremendous job with getting us training and brought up to speed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The pros are how easy it is to use workflows and populate a record. There are a lot of good integrations such as LazerApp and Constant Contact.

Cons:

We would love to see deeper integrations with Office and even see the Constant Contact integration go a little deeper and be easier to use. Big workflows tend to freeze up the system. We are also looking forward to an integration with PreciseFP.

Reasons for choosing AdvisorEngine

Easier conversion and similar reviews of both.

Reasons for switching to AdvisorEngine

We wanted to go Cloud based.

Malise H.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2020

The best CRM for workflow

Our workflow is more streamlined, and productivity is at an all-time high! All staff can see what their tasks are for the day, and assigning new tasks is easy. The customer service is also exceptional! The staff are on hand to help you with any queries and are always open to suggestions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Junxure Cloud is easy to use. The dashboard is simple and arranged like tiles, so we never have to look for something. We can arrange these tiles on how we want them to be according to our company's needs. We can see the workflow monitor from anywhere, which is perfect for temporarily working from home. Everything is cloud-based, so no information will go missing. We also love that they are constantly updating the software to align with the ever-changing financial services industry.

Cons:

Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can't live without it!

Reasons for choosing AdvisorEngine

The biggest selling point was that they built this CRM with the financial advisor in mind. As they say, "Junxure thinks like an advisor," and no truer words could be spoken! Another major selling point is that everything is cloud-based and is accessible anytime, anywhere.

Reasons for switching to AdvisorEngine

We love the available integrations. Being paperless is a major factor, too. Having your whole business run from one digital platform improves productivity, and we love that important documents get stored in the Document Vault.

MD Abu K.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 12 months

Review source

Reviewed June 2022

The best AI advisor Engine!

Overall, It is praise-worthy software. If you can utilize the software at a full pace, it will surely bring great return with efficiency & effectiveness.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Advisor engine is a great all-in-one tool for the management of our Portfolio, contact & billing. It has helped us create better engagement & provide access to all financial accounts through the client portal. It is helping us to reach our goal easily with database automation & Document vault. It has a great customer support team on board.

Cons:

The first implementation is pretty complex. It will require some expertise skills for the usage. Tutorials can be found which will help to improve the user experience.

Erin H.

Verified reviewer

Financial Services

Used daily for more than 2 years

Review source

Reviewed November 2017

We are big fans of the team at Junxure.

The biggest benefit of the software is supervising and managing the firm's tasks. Additionally, from a compliance perspective, the software and its reporting is great.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like best about Junxure is their constant upgrading of the software with additional features. The team is very responsive to client requests and there are a number of features that we have requested that are now part of the software.

Cons:

The biggest weakness historically is that the user had to scroll a little too much to find information. However, with a recent upgrade, the new interface has solved that problem.

Showing 1 - 10 of 24 Reviews

See All Reviews