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AdvisorEngine description
AdvisorEngine is a wealth management platform for financial advisors. It offers tools such as CRM, performance reporting, rebalancing, fee billing, and digital onboarding to help advisors grow and manage their business. It aims to streamline client experience, build portfolios, and improve company efficiency. AdvisorEngine is a comprehensive platform designed to handle various aspects of a financial advisory firm.
Who is AdvisorEngine best for
AdvisorEngine is a comprehensive wealth management platform designed for financial advisors at enterprise firms. It streamlines client experiences, builds portfolios, and improves company efficiency through features like CRM, performance reporting, and digital onboarding. AdvisorEngine helps financial advisors grow and manage their business.
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Best fit for enterprise companies.
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Ideal for financial advisors.
AdvisorEngine features
Supported AdvisorEngine CRM allows storing and managing investor contact information. |
Supported AdvisorEngine supports client onboarding with automated workflows, document collection, and progress tracking. |
Supported AdvisorEngine generates investment performance reports with returns, benchmarks, and other metrics. |
Supported AdvisorEngine supports investment portfolio management, including performance tracking, analysis, and reporting. |
AdvisorEngine pricing
The commentary is based on 3 reviews from AdvisorEngine G2 reviews.
Pricing page not found.
See the AdvisorEngine pricing page.
AdvisorEngine alternatives
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
AdvisorEngine FAQ
AdvisorEngine is a wealth management platform designed for financial advisors. It provides tools for CRM, performance reporting, portfolio rebalancing, fee billing, and digital onboarding. It streamlines client experience, builds portfolios, and enhances company efficiency.
What is AdvisorEngine and what does AdvisorEngine do?
AdvisorEngine is a wealth management platform designed for financial advisors. It provides tools for CRM, performance reporting, portfolio rebalancing, fee billing, and digital onboarding. It streamlines client experience, builds portfolios, and enhances company efficiency.
AdvisorEngine integrates with several tools to enhance its functionality. It connects with custodians like Schwab, Fidelity, and Pershing for streamlined data flow. Integrations with Redtail and Salesforce enhance CRM capabilities. Further integrations support financial planning and other wealth management tools.
How does AdvisorEngine integrate with other tools?
AdvisorEngine integrates with several tools to enhance its functionality. It connects with custodians like Schwab, Fidelity, and Pershing for streamlined data flow. Integrations with Redtail and Salesforce enhance CRM capabilities. Further integrations support financial planning and other wealth management tools.
AdvisorEngine competes with other wealth management platforms like M2Advisor, Aumni (focused on venture capital), and other financial research platforms such as AlphaSense and S&P Capital IQ Pro.
What the main competitors of AdvisorEngine?
AdvisorEngine competes with other wealth management platforms like M2Advisor, Aumni (focused on venture capital), and other financial research platforms such as AlphaSense and S&P Capital IQ Pro.
Yes, AdvisorEngine is a legitimate wealth management platform. It offers CRM, performance reporting, and other tools to help financial advisors. It's generally well-regarded for its comprehensive features and focus on streamlining client experience.
Is AdvisorEngine legit?
Yes, AdvisorEngine is a legitimate wealth management platform. It offers CRM, performance reporting, and other tools to help financial advisors. It's generally well-regarded for its comprehensive features and focus on streamlining client experience.
AdvisorEngine does not publicly disclose pricing information. Contact their sales team for a customized quote based on your specific business needs and desired features.
How much does AdvisorEngine cost?
AdvisorEngine does not publicly disclose pricing information. Contact their sales team for a customized quote based on your specific business needs and desired features.
Customer reviews on AdvisorEngine's customer service are mixed. Some users found it difficult to contact support, while others praised the helpfulness of the support team. More information is needed to determine the overall quality of customer support.
Is AdvisorEngine customer service good?
Customer reviews on AdvisorEngine's customer service are mixed. Some users found it difficult to contact support, while others praised the helpfulness of the support team. More information is needed to determine the overall quality of customer support.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.