AdvisorEngine vs Agicap

Spendesk

Redtail CRM

Longview Tax

Tidely

IDL Konsis

Nomentia

Compare AdvisorEngine and Agicap based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2025.

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

IDL Konsis is a cloud-based account management tool. It enables firms to streamline financial consolidation, disclosure, reporting, and analysis. Key attributes include automated currency conversions, goodwill amortization, deferred taxes calculations, matrix consolidations, and deconsolidation.

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.

Access Controls/Permissions

Accounting

Activity Dashboard

Alerts/Notifications

Approval Process Control

Asset Lifecycle Management

Billing & Invoicing

Budgeting/Forecasting

Cash Flow Management

Cash Management

Channel Management

Client Management

Client Portal

Compliance Management

Compliance Tracking

Contact Management

Customer Database

Customer Engagement

Customizable Reports

Data Import/Export

Data Visualization

Document Management

Expense Tracking

Fee Management

Financial Analysis

Financial Management

For Investment Advisors

For Investors & Traders

Forecasting

Fund Management

General Ledger

Income & Balance Sheet

Interaction Tracking

Investments Tracking

Lead Management

Mobile Access

Modeling & Simulation

Performance Management

Performance Metrics

Portfolio Rebalancing

Profit/Loss Statement

Real-Time Data

Real-Time Reporting

Relationship Tracking

Reporting & Statistics

Reporting/Analytics

Risk Management

Search/Filter

Workflow Management

AdvisorEngine

Android

Web-based

iPad

iPhone

Office Manager/Executive Assistant

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

Financial Planner

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.

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.

Principal

A pretty good value for its price. We are satisfied enough to not be shopping with any regularity and continue to see product improvements rolling out.

Technical Support Specialist

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.

Chief Investment Officer

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.

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

Financial Advisor

Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can't live without it.

AdvisorEngine screenshot: AdvisorEngine dashboard

AdvisorEngine screenshot: AdvisorEngine interactive reporting

AdvisorEngine screenshot: AdvisorEngine portfolio management

Freelancers

Large Enterprises

Mid Size Business

Small Business

idely's liquidity management software helps SMEs improve their financial performance, increase efficiency, and make better business decisions by providing them with real-time visibility into their cash flow and financial position, accurate forecasting and budgeting tools, and a range of customizable

Spendesk is the smart way to manage your business spending. Flexible payments, approvals, expenses, invoices and accounting — all together for the first time.

Transform your finance and treasury operations with Nomentia's innovative platform. Gain clear insights, streamline financial processes, and drive growth effortlessly!

Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

"What If" Scenarios

Accounting Integration

Accounts Payable

Accounts Receivable

Bank Reconciliation

Consolidation/Roll-Up

Credit Risk Management

Currency Management

Customer Statements

Dashboard Creation

Data Capture and Transfer

Data Synchronization

Debt Management

Electronic Payments

Financial Reporting

For Accountants

Interest Rate Risks

Investment Management

Invoice Management

Invoice Processing

Liquidity Analysis

Liquidity Management

Loan Portfolio Management

Monitoring

Multi-Company

Multi-Currency

Multi-Language

Payment Management

Planning Tools

Project Management

Projections

Real-Time Analytics

Real-Time Monitoring

Receivables Ledger

Scenario Planning

Secure Data Storage

Single Sign On

Third-Party Integrations

Transaction History

Transaction Monitoring

User Management

Vendor Management

Visual Analytics

Agicap

Linux

Windows

Financial Coordinator

I like the ease of all the information being exactly where it should be, I like the ease of categorising things and for the system to remember.

Group Finance Manager

Customer support has been fantastic, with any queries being addressed and resolved promptly.

Overall it has been seamless and it is now a very important part of my day.

I discovered Agicap 1.5 years ago, at a time where following the cash was absolutely key to our business. Agicap has been super helpful with that.

The bad thing for me is that it's quite expensive.

The visual display of the information is extremely simple and the ease to navigate makes the software extremely easy to adopt and implement.

Our bank connexion sometimes breaks, which is annoying.

This software looks very nice solution, UX, support, etc.

The possibility to undo perhaps a mistake that as been made during a certain action.

Even if you are a small company like ours, the licensing costs can be very high if you are operating with more than two bank accounts and you need to manage the cash of two companies at the same time.

Finance Director

Its connection with the open banking and its ability to provide a forecasted cashflow based on budgets.

The app is not efficient. There's not the possibility to check all the implemetations and personalizations.

Agicap screenshot: Agicap - Plan de trésorerie

Agicap screenshot: Agicap - Réel vs Prévisionnel

Agicap screenshot: Agicap - Espace tableau de bord

AdvisorEngine vs Agicap Comparison (2025)

AdvisorEngine vs Agicap Comparison (2025)

AdvisorEngine

Agicap

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives