--- title: "AdvisorEngine Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of AdvisorEngine. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if AdvisorEngine is a good fit for you!" source_url: "https://www.softwareadvice.com/accounting/advisorengine-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Financial Services Software](https://www.softwareadvice.com/financial-services/) / [AdvisorEngine](https://www.softwareadvice.com/accounting/advisorengine-profile/) / AdvisorEngine Reviews 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](https://www.softwareadvice.com/accounting/advisorengine-profile/) Reviews [Alternatives](https://www.softwareadvice.com/accounting/advisorengine-profile/alternatives/) # AdvisorEngine User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 24 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 5.0/5 - Value for money: 4.6/5 - Functionality: 4.1/5 ### Rating distribution - 5 stars: 12 reviews (50%) - 4 stars: 11 reviews (46%) - 3 stars: 0 reviews (0%) - 2 stars: 1 reviews (4%) - 1 star: 0 reviews (0%) ### Most mentioned pros - Cheap and easy to use software that allows for custom reporting, prospect management, and workflow management. ## AdvisorEngine customer reviews Showing reviews 1-24 of 24 (page 1). ### Junxure is a great help to our organization - Overall rating: 4/5 - Reviewer: Thomas S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Very good #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Maybe reinventing the wheel would've been better... - Overall rating: 4/5 - Reviewer: Jessica S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### 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... --- ### Outdated - Overall rating: 2/5 - Reviewer: Amanda L. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used other for less than 2 years - Reviewed: July 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I would say that it needs a complete reboost. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 1/5 #### 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. --- ### Where Would We Be Without Junxure? - Overall rating: 5/5 - Reviewer: Kerry B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Love this software! - Overall rating: 5/5 - Reviewer: Adam F. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great functionality, but there's a learning curve. - Overall rating: 5/5 - Reviewer: Jaimee C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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! --- ### Junxure Review - Overall rating: 4/5 - Reviewer: Kevin C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### The best CRM for workflow - Overall rating: 5/5 - Reviewer: Malise H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### The best AI advisor Engine! - Overall rating: 5/5 - Reviewer: MD Abu K. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2022 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### We are big fans of the team at Junxure. - Overall rating: 5/5 - Reviewer: Erin H. - Verified reviewer: Yes - Industry: Financial Services - Product usage: Used daily for more than 2 years - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### We love Junxure! - Overall rating: 4/5 - Reviewer: April H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered We have been very happy with Junxure Cloud! The other assistant and I use it EVERY day, and it's a life-saver if someone is out of the office. Having everyone following the same workflows, leaving notes in one central location, and having it all at our fingertips makes our office run so smoothly. The team at Junxure is wonderful and are extremely helpful and cheerful when we have questions. Their annual conference is also great - we enjoy seeing what's coming up ahead and knowing that their software is adapting and improving as our industry changes. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I don't think I can pick 1 top feature, so I'm going to rave about a few of them :) First, it's so great to have all client information in one easy-to-read location. The Laser App integration is also super helpful - such a time saver! Another great value to us is the Outlook Add-In that captures our emails with clients and links them to their Junxure records. (Any time we don't have to spend saving and archiving is time that can be spent on more important tasks) Lastly, I LOVE the workflow capabilities! Being able to have detailed workflows, with built in prompts and notes, to keep our processes running efficiently and effectively is priceless. #### Cons It would be nice if Junxure had a calendar built in with scheduling capability. Our previous CRM had a daily or monthly calendar view of meetings, and we do miss it. I also with there was an Albridge add-in that would automatically update account values linked to the Junxure records. #### Reasons for choosing AdvisorEngine We found the features offered by Junxure to be most-aligned with what we were looking for, and the layout to be the most user-friendly by far. #### Reasons for switching to AdvisorEngine We initially needed to make a switch because Act4Advisors became a defunct product. The new product that company began offering doesn't really fit what we were looking for. We then tried Redtail because we qualified for a discount through a custodian, but found that their platform was too basic for what we needed. --- ### Excellent CRM Software - Overall rating: 5/5 - Reviewer: Kelly S. - Verified reviewer: Yes - Industry: Investment Management - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered Overall, I really like this software. It keeps me organized and on track to complete my work projects and goals. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I use Junxure everyday in my job and after getting used to it I found it very easy to use. I am also in network marketing as a 2nd job and I can't tell you how many times I wished I had Junxure for that. It is easy to track what step of a project we are on and who is responsible for each step. I really like this software. #### Cons There are a couple of things I wish Junxure would add. First, I wish there was an option to select more than one action when you need to re-assign a date for that action. It would be so nice to just move things all at once. --- ### Junxure is Awesome! - Overall rating: 5/5 - Reviewer: Lisa H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Junxure cloud is awesome! It has helped our firm to streamline processes and organize our daily duties. It is a wonderful communication tool and cuts down on numerous emails. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The features I like most are the integrations with, Schwab, Orion, Office 365. I also love the workflows and ability to send bulk emails and track easily. #### Cons Not being able to mass update due dates of tasks. Issues with syncing Outlook contacts along with multiple employees. Right now we only have one of the employee's contacts being updated daily. #### Reasons for choosing AdvisorEngine Junxure's integrations and the sales team was very good. --- ### JX Cloud fee-only financial advisor - Overall rating: 4/5 - Reviewer: Jamie M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered A pretty good value for its price. We are satisfied enough to not be shopping with any regularity and continue to see product improvements rolling out. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ability to build and deploy multi-step workflows across the organization by name or job title #### Cons It's integration with our other client-related software is lacking #### Reasons for choosing AdvisorEngine Cost and familiarity as we were coming off of Junxure Desktop. --- ### Junxure is a great organizational tool for any office - Overall rating: 5/5 - Reviewer: Paige S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros Junxure is a great organizational tool that is useful for any office. It helps to delegate workflows between employees, keep a detailed record of actions taken on behalf of clients, send out blast emails, and create specific workflows and client lists. #### Cons It would be helpful to receive notifications whenever a new action is assigned to you by another user. I have also experienced difficulty reaching anyone at customer service in the past - but that issue seems to have been remedied. --- ### Robust Software - Overall rating: 4/5 - Reviewer: TA J. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My favorite thing about this software is the ability to customize almost anything. User defined fields and personalized list items have helped my firm track data not offered by other CRMs. If the software doesn't have a feature we need, it is easy to communicate with the developers and come up with a solution. #### Cons My least favorite thing about this software is the audit logs. They exist and are accessible which is outstanding, but they are hard to generate and read for the average user not familiar with SQL. --- ### Junxure Cloud User - Overall rating: 4/5 - Reviewer: Michele T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered We are very happy that we switched to Junxure Cloud and would recommend them to anyone in the financial industry. You can store a vast amount of information for each client and pull reports very easily. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Junxure was very helpful when we started with them and even more helpful when we switched to the cloud version. Another plus is the customer service is outstanding. #### Cons Sometimes we feel like information is stores in too many places within a client record and you need to go searching. --- ### Amazing CRM, Especially for the Price - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great customer service. They were very helpful in developing a custom report that I needed to look at where things were getting stuck in our prospect pipeline. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Cheap and easy to use software that allows for custom reporting, prospect management, and workflow management. #### Cons Can be clunky to use when you are first getting started. --- ### Its ok, but is missing some key features - Overall rating: 4/5 - Reviewer: Clark D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros I like how i can track outstanding tasks for clients of the firm. I also like the ability to have it show up on your task list. #### Cons I don't like that it doens't have the ability to track expenses for each client. I believe the desktop application could do that. --- ### Great Business Management Tool - Overall rating: 5/5 - Reviewer: James B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The overall experience with Junxure has been positive and would definitely recommend it. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really like the ease of working with Junxure. Junxure does a great job with keeping our office organized and run more efficiently. I would recommend Junxure to anyone in the Financial Service industry. #### Cons Creating Workflows to meet our needs. It is a necessary but tedious. #### Reasons for choosing AdvisorEngine Functionality #### Reasons for switching to AdvisorEngine Felt Junxure fit our needs better --- ### KD Junxure Reveiw 1/20/2021 - Overall rating: 5/5 - Reviewer: Karen D. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Keeping the team up to date with the clients #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The client contact, workflows, tagging and Junxure action feature. #### Cons Some days it acts up and will slower than usual but most days works really well:-) --- ### Junxure Cloud - Overall rating: 4/5 - Reviewer: Eva S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Junxure Cloud has enabled me to store more files electronically. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The product allows me to save client information. #### Cons The product is sometimes challenging to navigate. --- ### Acropolis Investment Management Junxure review - Overall rating: 4/5 - Reviewer: Matt B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Overall, I think that with more time our users will adapt to it, but it has been a rocky transition from desktop. The support and training are/were fantastic so it makes it easy to find answers to our questions. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Cloud based, so easier to access from anywhere we may be. #### Cons There are many features that we used in desktop that either didnt get brought over to Cloud or are more difficult to figure out how to use in Cloud. --- ### User friendly and many features to customize. - Overall rating: 5/5 - Reviewer: Isaac O. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered Ability to manage client contact data. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customization reports, letter feature and tags. #### Cons Would like to link to Worldox documents to support action items. --- AdvisorEngine Reviews, Pros and Cons - 2026 Software Advice