Last Updated Sep 20, 2025
Overview
Overall Rating
Based on 7 users reviews
4
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
Top Recommended Software
Pros And Cons of AdvisorEngine
Pros
Strong portfolio management and financial planning features
Easy to use with quick implementation and no complex integrations
Supports personalized financial advice and efficient workflows
Cloud-based system enables paperless operations and improves compliance tracking
Cons
Notification system can use some enhancements for effectiveness
Occasional slowdowns and crashes can occur during peak usage
Workflow features may feel limited and confusing for beginners
Frequently Asked Questions
AdvisorEngine currently supports English.
The AdvisorEngine pricing plan includes the Standard Plan at $69/user/month.
AdvisorEngine offers support through phone and email.
Yes, AdvisorEngine provides an API.
No, the platform does not offer a mobile app.
AdvisorEngine supports integration with multiple platforms including Riskalyze, DocuSign Software, Agreement Express, Laser App, and Constant Contact Software.
AdvisorEngine is typically used by financial planners, asset managers, broker-dealers, and advisors.