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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.
1 Reviews of AdvisorEngine
5 / 5 stars
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Malise from Trifecta Trading
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Value for money
A robo-advisor like no other!
If we had to describe our overall experience with AdvisorEngine in one word, it would be "relief". Productivity has increased, financial planning has become simpler with the goals-based financial planning tools, client engagement is at an all-time high - it relieved us we can do less admin and spend more time helping our clients.
Switching to AdvisorEngine has been the best decision our company has made. Moving our entire client database over was easy with few mishaps. We love that we can store all our clients' important documents in the Document Vault. Compliance audits are going to be a breeze moving forward! Another key feature for us is that everything is paperless. Moving our business to a digital platform allows us to spend more time helping our clients reach their wealth goals and less time stressing about misplacing an important document. Workflow has become more streamlined and our company is running like a well-oiled machine again!
The major disadvantage is having to teach the non-tech-savvy staff how to use technology! AdvisorEngine provides training for all your staff when you move over to their platform, so the disadvantages become void over a short period.
Reasons for Choosing AdvisorEngine
The after-sale service that is available to you after purchase is of a high level. The staff at AdvisorEngine have gone above and beyond in assisting us whenever necessary and are even available for screen shares to help you sort out your problems quickly.
Reasons for Switching to AdvisorEngine
A major factor in our decision was that AdvisorEngine works hand-in-hand with a CRM called Junxure. This creates a workflow like no other. Productivity is at an all-time high, with the utilization of both digital platforms.