Last Updated Sep 20, 2025
Overview
AdvisorEngine provides a versatile platform to combine client relationship management, portfolio oversight, and digital onboarding for financial advisors. While it can take some time to become familiar with all its features, the platform offers strong integration capabilities and automated processes which help advisors deliver a more personalized client experience.
Overall Rating
Based on 7 users reviews
4
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
What Is AdvisorEngine?
AdvisorEngine is a wealth management platform with customer relationship management (CRM) capabilities which is designed to help financial advisors simplify their processes and improve client service. The software combines CRM, portfolio management, digital onboarding, and automated workflows into a single system. AdvisorEngine features support for multi-custody data integration, performance reporting, rebalancing, and fee billing, which enables advisors to manage both managed and non-managed assets easily. The platform simplifies complex advisory tasks while providing detailed insights and a modern client experience.
AdvisorEngine Pricing
The AdvisorEngine cost breakdown includes the following plan:
- Standard Plan: $69/month/user (minimum three users, billed annually)
Disclaimer: The pricing is subject to change.
AdvisorEngine Integrations
AdvisorEngine supports integration with multiple platforms and services, such as:
- Agreement Express
- Constant Contact Software
- DocuSign Software
- Laser App
- Riskalyze
Who Is AdvisorEngine For?
AdvisorEngine serves a range of financial professionals and management firms, including:
- Advisors
- Broker-dealers
- Asset managers
- Financial planners
Is AdvisorEngine Right For You?
AdvisorEngine is designed to simplify client onboarding, portfolio management, and CRM for financial advisors and wealth management firms. The platform is ideal for advisors and asset managers that are looking to improve operational efficiency and deliver a modern client experience. AdvisorEngine software offers automation and reporting tools to help professionals manage complex portfolios and improve client engagement easily.
Still unsure about AdvisorEngine? Contact our support team at (661) 384-7070 for further guidance.