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AdvisorEngine Alternatives

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OverviewReviews
Alternatives
AdvisorEngine

Best 15 AdvisorEngine Alternatives

AdvisorEngine

AdvisorEngine

4.4
(24)

Pricing: Available upon request

Free trial
Free version
On this page
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  • Alternatives

Preview of Top AdvisorEngine Alternatives

Main Product
AdvisorEngine

AdvisorEngine

4.4
(24)

Ratings Breakdown

  • 4.25Ease of use
  • 4.63Value for money
  • 4.95Customer support
  • 4.08Functionality

Pricing

Available upon request

Get Price
Top Alternative
Sage Intacct

Sage Intacct

4.3
(591)

Ratings Breakdown

  • 4.17Ease of use
  • 4.01Value for money
  • 4.00Customer support
  • 4.24Functionality

Pricing

Available upon request

Get Price
Top Alternative
Plaid

Plaid

4.4
(81)

Ratings Breakdown

  • 4.49Ease of use
  • 4.39Value for money
  • 4.40Customer support
  • 4.42Functionality

Pricing

Available upon request

Get Price
Top Alternative
Backstop

Backstop

4.3
(46)

Ratings Breakdown

  • 4.15Ease of use
  • 4.03Value for money
  • 4.42Customer support
  • 4.24Functionality

Pricing

Starting at $3000.00 per year

Get Price
Top Alternative
Dynamo Software

Dynamo Software

4.6
(34)

Ratings Breakdown

  • 4.41Ease of use
  • 4.63Value for money
  • 4.71Customer support
  • 4.53Functionality

Pricing

Starting at $1.00 per year

Get Price
Top Alternative
eMoney Advisor

eMoney Advisor

4.2
(16)

Ratings Breakdown

  • 3.38Ease of use
  • 3.47Value for money
  • 3.80Customer support
  • 4.13Functionality

Pricing

Available upon request

Get Price

AdvisorEngine Alternatives

Sage Intacct

Sage Intacct

4.3
(591)

Pricing: Available upon request

Free trial
Free version

Features Comparison

95%

Unique Features for Sage Intacct

  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
See All

5%

Shared Features with AdvisorEngine

  • Accounting
  • Data Import/Export
  • Profit/Loss Statement

Integrations Comparison

100%

Unique Integrations for Sage Intacct

  • Accrualify Spend Management Platform
  • Adobe Commerce
  • ADP Workforce Now
See All

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Sage Intacct Screenshots
Plaid

Plaid

4.4
(81)

Pricing: Available upon request

Free trial
Free version

Features Comparison

97%

Unique Features for Plaid

  • Access Management
  • ACH Payment Processing
  • Age Verification
See All

3%

Shared Features with AdvisorEngine

  • Compliance Tracking
  • Data Import/Export

Integrations Comparison

100%

Unique Integrations for Plaid

  • Adyen
  • Airwallex
  • Alpaca
See All

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Plaid Screenshots
Backstop

Backstop

4.3
(46)

Starting Price: $3000.00 per year

Free trial
Free version

Features Comparison

82%

Unique Features for Backstop

  • Access Controls/Permissions
  • Campaign Management
  • Client Portal
See All

18%

Shared Features with AdvisorEngine

  • Client Management
  • Data Import/Export
  • Fund Management

Integrations Comparison

0%

Unique Integrations for Backstop

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Backstop Screenshots
Dynamo Software

Dynamo Software

4.6
(34)

Starting Price: $1.00 per year

Free trial
Free version

Features Comparison

79%

Unique Features for Dynamo Software

  • Client Portal
  • Contact Management
  • CRM
See All

21%

Shared Features with AdvisorEngine

  • Accounting
  • Client Management
  • Data Import/Export
See All

Integrations Comparison

100%

Unique Integrations for Dynamo Software

  • Bloomberg Terminal
  • Box
  • Crunchbase
See All

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Dynamo Software Screenshots
eMoney Advisor

eMoney Advisor

4.2
(16)

Pricing: Available upon request

Free trial
Free version

Features Comparison

83%

Unique Features for eMoney Advisor

  • Alerts/Notifications
  • Customer Engagement
  • Data Visualization
See All

17%

Shared Features with AdvisorEngine

  • Data Import/Export

Integrations Comparison

50%

Unique Integrations for eMoney Advisor

  • Dropbox Business
  • HiddenLevers
  • Wealthbox

50%

Shared Integrations with AdvisorEngine

  • Direct Advisory Suite
  • Nitrogen
  • Redtail CRM
See eMoney Advisor Screenshots
Allvue

Allvue

5.0
(1)

Starting Price: $1.00 per year

Free trial
Free version

Features Comparison

0%

Unique Features for Allvue

  • No unique features

0%

Shared Features with AdvisorEngine

  • No shared features

Integrations Comparison

0%

Unique Integrations for Allvue

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Allvue Screenshots
Financial Services Cloud

Financial Services Cloud

4.8
(5)

Starting Price: $300.00 per month

Free trial
Free version

Features Comparison

82%

Unique Features for Financial Services Cloud

  • Activity Dashboard
  • Client Portal
  • Contact Database
See All

18%

Shared Features with AdvisorEngine

  • Accounting
  • Client Management
  • Compliance Tracking
See All

Integrations Comparison

100%

Unique Integrations for Financial Services Cloud

  • Professional Services Cloud
  • QuickBooks Online
  • QuickBooks Online Advanced
See All

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Financial Services Cloud Screenshots
First Rate Vantage

First Rate Vantage

4.9
(18)

Starting Price: $3000.00 per year

Free trial
Free version

Features Comparison

78%

Unique Features for First Rate Vantage

  • Activity Tracking
  • Cash Flow Management
  • Client Portal
See All

22%

Shared Features with AdvisorEngine

  • Accounting
  • Client Management
  • Data Import/Export
See All

Integrations Comparison

100%

Unique Integrations for First Rate Vantage

  • Microsoft Outlook

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See First Rate Vantage Screenshots
Agicap

Agicap

4.3
(161)

Pricing: Available upon request

Free trial
Free version

Features Comparison

91%

Unique Features for Agicap

  • Accounting Integration
  • Activity Dashboard
  • API
See All

9%

Shared Features with AdvisorEngine

  • Accounting
  • Customizable Reports
  • Data Import/Export

Integrations Comparison

100%

Unique Integrations for Agicap

  • Sellsy
  • Stripe

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Agicap Screenshots
Unity

Unity

5.0
(3)

Starting Price: $3500.00 per month

Free trial
Free version

Features Comparison

88%

Unique Features for Unity

  • Client Portal
  • Competitive Analysis
  • Customer Management
See All

13%

Shared Features with AdvisorEngine

  • Accounting
  • Customizable Reports

Integrations Comparison

0%

Unique Integrations for Unity

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Unity Screenshots
etops Wealth Discovery

etops Wealth Discovery

No reviews yet

Pricing: Available upon request

Free trial
Free version

Features Comparison

0%

Unique Features for etops Wealth Discovery

  • No unique features

0%

Shared Features with AdvisorEngine

  • No shared features

Integrations Comparison

0%

Unique Integrations for etops Wealth Discovery

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See etops Wealth Discovery Screenshots
Rundit

Rundit

4.2
(13)

Starting Price: €299.00 per month

Free trial
Free version

Features Comparison

70%

Unique Features for Rundit

  • Alerts/Notifications
  • Client Portal
  • Investments Tracking
See All

30%

Shared Features with AdvisorEngine

  • Client Management
  • Data Import/Export
  • Fund Management

Integrations Comparison

0%

Unique Integrations for Rundit

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Rundit Screenshots
Etops

Etops

No reviews yet

Pricing: Available upon request

Free trial
Free version

Features Comparison

0%

Unique Features for Etops

  • No unique features

0%

Shared Features with AdvisorEngine

  • No shared features

Integrations Comparison

0%

Unique Integrations for Etops

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Etops Screenshots
Pulse

Pulse

No reviews yet

Starting Price: $400.00 per month

Free trial
Free version

Features Comparison

0%

Unique Features for Pulse

  • No unique features

0%

Shared Features with AdvisorEngine

  • No shared features

Integrations Comparison

0%

Unique Integrations for Pulse

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Pulse Screenshots
Betterment

Betterment

4.2
(5)

Pricing: Available upon request

Free trial
Free version

Features Comparison

67%

Unique Features for Betterment

  • Investments Tracking
  • Performance Metrics

33%

Shared Features with AdvisorEngine

  • Data Import/Export

Integrations Comparison

0%

Unique Integrations for Betterment

  • No unique integrations

0%

Shared Integrations with AdvisorEngine

  • No shared integrations
See Betterment Screenshots
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