# AdvisorEngine Software Reviews, Demo & Pricing - 2026 > Review of AdvisorEngine Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/accounting/advisorengine-profile --- [Home](https://www.softwareadvice.com/) / [Financial Services Software](https://www.softwareadvice.com/financial-services/) / AdvisorEngine Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/advisorengine-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/advisorengine-profile/alternatives/) # 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview AdvisorEngine 4.4 [(24)](https://www.softwareadvice.com/accounting/advisorengine-profile/reviews/) 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. Wondering if AdvisorEngine is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. ## AdvisorEngine User Interface ## Popular AdvisorEngine Alternatives Main Product AdvisorEngine 4.4 [(24)](https://www.softwareadvice.com/accounting/advisorengine-profile/reviews/) Ratings Breakdown - 4.25Ease of use - 4.63Value for money - 4.95Customer support - 4.08Functionality Pricing Available upon request Get Price Alternative Product [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) 4.4 [(104)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.32Customer support - 4.46Functionality Pricing Available upon request Get Price Alternative Product [Backstop](https://www.softwareadvice.com/equity-management/backstop-profile/) 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) Ratings Breakdown - 4.15Ease of use - 4.03Value for money - 4.42Customer support - 4.24Functionality Pricing Starting at $3000.00 per year Get Price Alternative Product [Dynamo Software](https://www.softwareadvice.com/product/131884-Dynamo/) 4.6 [(34)](https://www.softwareadvice.com/product/131884-Dynamo/reviews/) Ratings Breakdown - 4.38Ease of use - 4.63Value for money - 4.72Customer support - 4.53Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [eMoney Advisor](https://www.softwareadvice.com/product/451720-emX/) 4.2 [(16)](https://www.softwareadvice.com/product/451720-emX/#reviews) Ratings Breakdown - 3.38Ease of use - 3.47Value for money - 3.80Customer support - 4.13Functionality Pricing Available upon request Get Price Alternative Product [Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) 5.0 [(1)](https://www.softwareadvice.com/equity-management/allvue-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.0Customer support - 5.0Functionality Pricing Starting at $1.00 per year Get Price ## 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 Integration rated undefined from -1 review Nitrogen Integration rated undefined from -1 review Orion Law Integration rated undefined from -1 review Redtail CRM Integration rated undefined from -1 review ## AdvisorEngine User Reviews Overall Rating 4.4 Ratings Breakdown 5 50% 4 46% 3 0% 2 4% 1 0% 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 4 Very good Ratings Breakdown 3 Ease of use 5 Value for money 5 Customer support 4 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. Read More JS 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... 4 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 3 Ease of use 5 Customer support 3 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... Read More AL Amanda L. Verified reviewer Financial Services 51-200 employees Used other for less than 2 years Review source Reviewed July 2020 Outdated 2 Overall I would say that it needs a complete reboost. Ratings Breakdown 4 Ease of use 1 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. Read More KB 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? 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More AF Adam F. Verified reviewer Insurance 11-50 employees Used daily for more than 2 years Review source Reviewed January 2021 Love this software! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More JC 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. 5 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 4 Ease of use 4 Value for money 5 Customer support 4 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! Read More KC Kevin C. Verified reviewer Financial Services 11-50 employees Used daily for less than 2 years Review source Reviewed September 2020 Junxure Review 4 Overall, our experience has been good. \[SENSITIVE CONTENT HIDDEN\] did a tremendous job with getting us training and brought up to speed. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 3 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. Read More 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More MK 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! 5 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 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More 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. 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. 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