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AdvisorEngine CRM description
AdvisorEngine CRM is a customer relationship management tool built specifically for financial advisors. It helps manage client information, automate tasks like billing and reporting, and offers insights to personalize client interactions. AdvisorEngine integrates with other financial software and prides itself on excellent customer support. It's a good fit for firms of all sizes looking to streamline operations and improve client service.
Who is AdvisorEngine CRM best for
AdvisorEngine CRM is a comprehensive platform designed for financial advisors seeking to streamline operations and enhance client relationships. Users praise its robust reporting and customization features, along with readily available customer support. Some users find the interface challenging to navigate and desire more integrations. It's best suited for firms of all sizes looking to improve client service and automate tasks like billing and reporting.
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Ideal for small, medium, and large financial advisory firms.
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Specifically designed for the financial services industry, including wealth management and financial planning.
AdvisorEngine CRM features
| Supported AdvisorEngine CRM allows storing and managing investor contact information. |
| Supported AdvisorEngine CRM securely manages client information, including contact details, financial data, and communications. |
| Supported AdvisorEngine CRM offers automated workflows, document management, and progress tracking for efficient client onboarding. |
| Supported AdvisorEngine CRM can track calls, emails, and meetings, logging them automatically. |
| Supported AdvisorEngine CRM is part of a platform that supports investment portfolio management. |
AdvisorEngine CRM reviews
We've summarised 25 AdvisorEngine CRM reviews (AdvisorEngine CRM G2 reviews) and summarised the main points below.
- Secure and easy access to client information from anywhere.
- Excellent and responsive customer support within 24 hours.
- Highly customizable workflows for various situations.
- Robust reporting features and data mining capabilities.
- Simple and easy to use for basic tasks.
- Difficult navigation and non-intuitive interface, especially for customization.
- Overwhelming number of features can confuse users.
- Email functionality described as clunky and frustrating.
- Limited integrations with other systems, notably lacking MassMutual integration.
- Outdated elements and clunky interface, though improving.
AdvisorEngine CRM alternatives
Wealthbox CRMHas a cleaner design and easier to use interface. Offers more integrations. Wealthbox CRM is growing faster than AdvisorEngine CRM. Users report frequent email integration issues and dislike being charged for new features. Customer service has negative reviews.Read more
DialllogBetter fit for mergers and acquisitions, investment banking, and corporate finance teams. Has integrated email and financial data enrichment.Read more
Zywave Sales Cloud SolutionsBetter for insurance agencies needing sales automation and client retention tools. Focuses on Employee Benefits, Commercial and Personal Lines insurance.Read more
AffinityBetter for relationship management and deal tracking in venture capital and private equity. Automates data entry using existing communication channels. Has broader industry applicability. Growing faster.Read more
AdvisorEngine CRM FAQ
What is AdvisorEngine CRM and what does AdvisorEngine CRM do?
AdvisorEngine CRM is a customer relationship management (CRM) platform built for financial advisors. It streamlines client data management, automates tasks such as billing and reporting, and offers insights to personalize client interactions. It integrates with financial software and is suitable for firms of all sizes seeking enhanced client service and operational efficiency.
How does AdvisorEngine CRM integrate with other tools?
AdvisorEngine CRM integrates with other financial software to streamline workflows. However, some users report limited third-party integrations and express frustration with the email functionality. More details on specific integrations are limited.
What the main competitors of AdvisorEngine CRM?
Top alternatives to AdvisorEngine CRM include Wealthbox CRM, a user-friendly option known for its clean interface and integrations, and Hubly, designed for financial advisors to manage client workflows and boost team accountability. Other competitors are Affinity, and Zywave Sales Cloud Solutions.
Is AdvisorEngine CRM legit?
Yes, AdvisorEngine CRM is a legitimate CRM designed for financial advisors. It offers features like client data management, automated workflows, and robust reporting. While some users find the interface clunky, others praise its ease of use for basic tasks and excellent customer support.
How much does AdvisorEngine CRM cost?
AdvisorEngine CRM doesn't publicly disclose pricing information. Contact their sales team for a customized quote based on your specific business needs.
Is AdvisorEngine CRM customer service good?
AdvisorEngine's customer service receives mixed reviews. While most users praise the helpful and responsive support team, some have experienced difficulty contacting them. Others mention slowdowns and crashes following the transition to AdvisorEngine.
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.