--- description: Get information about AdvisorEngine price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AdvisorEngine Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [AdvisorEngine](/software/175684/advisorengine) # AdvisorEngine Canonical: https://www.capterra.in/software/175684/advisorengine Page: 1 / 2\ Next: [Next page](https://www.capterra.in/software/175684/advisorengine?page=2) > A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations. > > Verdict: Rated **4.4/5** by 24 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses AdvisorEngine? AdvisorEngine is a wealth management software provider to investment advisors, brokerage firms, and banks. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 24 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support Software | 5.0/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: AdvisorEngine - **Location**: Raleigh, US - **Founded**: 2001 ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Contact AdvisorEngine for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Alerts/Notifications - Asset Lifecycle Management - Billing & Invoicing - Budgeting/Forecasting - CRM Software - Cash Management - Client Management - Client Portal - Compliance Management - Compliance Tracking - Contact Management Software - Customer Database - Data Import/Export - Document Management Software - Financial Analysis - Financial Management Software - Forecasting - General Ledger Software - Income & Balance Sheet - Investments Tracking - Lead Management Software - Performance Management - Performance Metrics - Portfolio Management - Portfolio Rebalancing - Profit/Loss Statement - Reporting/Analytics - Risk Management Software ## Integrations (7 total) - Direct Advisory Suite - Envestnet | MoneyGuide - Fidelity - Nitrogen - Orion Law - Redtail CRM - Tamarac ## Category - [Financial CRM Software](https://www.capterra.in/directory/30562/financial-crm/software) ## Related Categories - [Financial CRM Software](https://www.capterra.in/directory/30562/financial-crm/software) - [Financial Services Software](https://www.capterra.in/directory/31123/financial-services/software) - [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software) - [Financial Reporting Software](https://www.capterra.in/directory/30050/financial-reporting/software) ## Alternatives 1. [Plaid](https://www.capterra.in/software/174384/plaid) — 4.4/5 (95 reviews) 2. [eMoney Advisor](https://www.capterra.in/software/119135/emx) — 4.2/5 (16 reviews) 3. [Backstop](https://www.capterra.in/software/169054/backstop) — 4.3/5 (46 reviews) 4. [Allvue](https://www.capterra.in/software/122634/allvue-systems) — 5.0/5 (1 reviews) 5. [Dynamo Software](https://www.capterra.in/software/67068/dynamo) — 4.6/5 (34 reviews) ## Reviews ### "Junxure is a great help to our organization" — 4.0/5 > **Thomas** | *23 January 2021* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: A CRM that knows our industry - Registered Investment Advisors > > **Cons**: Document management is not as good as in their previous, server based system > > Very good ----- ### "Maybe reinventing the wheel would've been better..." — 4.0/5 > **Jessica** | *27 July 2021* | Financial Services Software | Recommendation rating: 6.0/10 > > **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. > > 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. ----- ### "Outdated" — 2.0/5 > **Amanda** | *16 July 2020* | Financial Services Software | Recommendation rating: 1.0/10 > > **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. > > Overall I would say that it needs a complete reboost. ----- ### "Where Would We Be Without Junxure?" — 5.0/5 > **Kerry** | *24 November 2020* | Financial Services Software | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Love this software\!" — 5.0/5 > **Adam** | *20 January 2021* | Insurance Software | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.in/software/175684/advisorengine?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/175684/advisorengine) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data