AdvisorEngine Reviews

“Reliable tool

Pros

I have been really impressed with how this streamlines operations and helps expand our business. Plus the client onboarding process is pretty smooth and efficient. What I love the most is how it delivers customize financial advice that actually matches what each client needs.

Cons

The notifications could definitely use some work and I think the pricing is a bit too high for what you get. Also the interface feels outdated and could really benefit from a refresh. Plus updates dont seem to happen very often which is frustrating mainly when we are dealing with bugs or wanting new features.

“Excellent platform

Pros

One thing I like a lot is how well it handles portfolio management, financial planning and client communication. Basically it manages everything I need for advisory services. The interface is also pretty simple to use and getting it up and running was surprisingly quick. Like no complicated integration headaches which was a relief. And even my clients have had a positive experience with it overall.

Cons

AdvisorEngine software feels a bit stagnant and I would really love to see more frequent updates and new features being rolled out regularly.

“Accurate and High Performing

Pros

I like how easy it is to navigate around the interface. Even the customization options are great as they let me tailor everything to match my preferences and comfort level with risk. Plus it works seamlessly across all my devices and different operating systems.

Cons

Not much to complain about though the price could be a bit lower.

“Pretty powerful tool

Pros

This wealth management CRM gives financial firms access to cutting-edge integrated tools and data-driven analytics that help advisors like us to deliver intelligent solutions to their clients.

Cons

Sometimes feels a bit expensive for what we get with the advisor engine CRM. And I have noticed it can slow down or crash occasionally which is frustrating

“Meets almost all our requirements

Pros

AdvisorEngine is easy to navigate and works well both on its own and when connecting with other tools we already use.

Cons

Setting it up was pretty challenging since we have to input a lot of information right from the get go

“Complete dealership management solution

Pros

It is a centralized hub where I can handle all my assets from one location, no matter what type they are. Even the multifunctional capabilities and insight driven features really make a difference in my workflow.

Cons

Getting help from customer support is not at all easy as they take way too long.

“Very poor user experience

Pros

Nothing stands out as particularly useful here to me. The CRM feels awkward to navigate and generating reports takes way too long.

Cons

I really cannot stand this platform. What they call workflows are just a messy collection of random actions thrown together. And there is no notification system to keep you updated on anything thats happening.