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AdvisorEngine

Wealth management platform for investment companies

(1)

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AdvisorEngine Pricing, Features, Reviews and Alternatives

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, Morningstar Advisor Workstation, Redtail CRM

AdvisorEngine product 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

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Free plan
Free trial
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Ease of use
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Customer support
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AdvisorEngine features

Functionality

4.5

/5

2

Total features

52

4 categories

Most valued features by users

Activity Dashboard
Reporting & Statistics
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Compliance Management
Workflow Management
Customizable Reports

AdvisorEngine users reviews

Overall Rating

5.0

/5

2

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

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