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AdvisorEngine

Wealth management platform for investment companies

Table of Contents

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AdvisorEngine - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

AdvisorEngine overview

What is AdvisorEngine?

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

With AdvisorEngine, companies can establish customizable workflows for onboarding new clients. Managers can also set access permissions, manage asset transfers, ensure compliance, and store documents in a centralized platform.

AdvisorEngine's white-label client portal can be fully customized to match a company's brand, design, and preference. Clients can use the portal to manage and link financial accounts, make deposits and withdrawals, and track performance using interactive reporting tools.

Starting price

Alternatives

with better value for money

AdvisorEngine’s user interface

Ease of use rating:

4.4

(24)

AdvisorEngine reviews

Overall rating

4.4

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.46/10

Rating distribution

Pros

“The team at Junxure is wonderful and are extremely helpful and cheerful when we have questions.”

April H.

Office Manager/Executive Assistant

“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.”

Clark D.

Financial Planner

“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.”

April H.

Office Manager/Executive Assistant

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.”

Matt B.

Technical Support Specialist

“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.”

Erin H.

Chief Investment Officer

“Our previous CRM had a daily or monthly calendar view of meetings, and we do miss it.”

April H.

Office Manager/Executive Assistant

Who uses AdvisorEngine?

Based on 24 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services

Insurance

Investment Management

Education Management

Use cases

Financial CRM

Account Management

Financial Reporting

Financial Services

Investment Management

AdvisorEngine's key features

Most critical features, based on insights from AdvisorEngine users:

Data import/export

4.0

(1)

Client management

4.0

(1)

Accounting

4.0

(1)

Modeling & simulation

5.0

(1)

Profit/Loss statement

4.0

(1)

Compliance tracking

5.0

(1)

All AdvisorEngine features

Features rating:

4.1

(24)

Access controls/permissions

(0)

Activity dashboard

(0)

Alerts/Notifications

(0)

Approval process control

(0)

Asset lifecycle management

(0)

Billing & invoicing

(0)

Budgeting/Forecasting

(0)

Cash flow management

(0)

Cash management

(0)

Channel management

(0)

Client portal

(0)

Compliance management

(0)

Contact management

(0)

CRM

(0)

Customer database

(0)

Customer engagement

(0)

Customizable reports

5.0

(1)

Data visualization

(0)

Document management

(0)

Expense tracking

(0)

Fee management

(0)

Financial analysis

(0)

Financial management

(0)

For investment advisors

(0)

For investors & traders

(0)

Forecasting

(0)

Fund management

4.0

(1)

General ledger

(0)

Income & balance sheet

(0)

Interaction tracking

(0)

Investments tracking

(0)

Lead management

(0)

Mobile access

(0)

Performance management

(0)

Performance metrics

(0)

Portfolio management

(0)

Portfolio rebalancing

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Relationship Tracking

(0)

Reporting & statistics

(0)

Reporting/Analytics

(0)

Risk management

(0)

Search/Filter

(0)

Workflow management

(0)

AdvisorEngine alternatives

AdvisorEngine

4.4

(24)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.3

Features

4.1

Value for Money

4.6

Customer Support

5.0

Sage Intacct

4.3

(591)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.2

Value for Money

4.0

Customer Support

4.0

Financial Services Cloud

4.8

(5)

visit website

Starting from

300

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.4

Value for Money

4.5

Customer Support

4.8

NetSuite

4.2

(1.7K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.2

Value for Money

3.8

Customer Support

3.8

AdvisorEngine integrations (9)

Top integrations

Direct Advisory Suite

Client Onboarding

Advisor Transitions

RIA Productivity Suite

AdvisorEngine support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

AdvisorEngine FAQs

Q. Who are the typical users of AdvisorEngine?

AdvisorEngine has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

These products have better value for money

Q. What languages does AdvisorEngine support?

AdvisorEngine supports the following languages:
English

Q. Does AdvisorEngine support mobile devices?

AdvisorEngine supports the following devices:
Android, iPad, iPhone

Q. Does AdvisorEngine offer an API?

Yes, AdvisorEngine has an API available for use.

Q. What other apps does AdvisorEngine integrate with?

AdvisorEngine integrates with the following applications:
Nitrogen, Orion Law, Direct Advisory Suite, Redtail CRM

Related categories

Financial Reporting

Financial CRM

Investment Management

Financial Services