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AdvisorEngine

AdvisorEngine

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)
Contact us to get a personalized AdvisorEngine Pricing quote for your business today!

Disclaimer: The pricing is subject to change.

AdvisorEngine Integrations

AdvisorEngine supports integration with multiple platforms and services, such as:

Explore a free AdvisorEngine demo to learn more about its integration options.

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.

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.