AdvisorEngine CRM Reviews & Pricing

by AdvisorEngine | Founded 2014, New York, NY

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What is AdvisorEngine CRM?

Industry Specialties: Serves all industries.

AdvisorEngine CRM is a sophisticated software solution designed to streamline and enhance the management of client relationships for financial advisors. It excels in organizing client data, automating workflows, and providing insightful analytics to improve client interactions and business efficiency. This CRM is particularly well-suited for financial advisory firms seeking to optimize their client management processes and deliver personalized service. Its robust features include task management, client segmentation, and comprehensive reporting tools, which collectively contribute to a more organized and productive advisory practice.

Users appreciate the intuitive interface and the seamless integration with other financial tools, which simplifies data synchronization and reduces manual entry. Compared to similar products, AdvisorEngine CRM is often praised for its user-friendly design and the depth of its financial-specific functionalities. Pricing details are typically customized based on the firm's size and specific needs, so it is advisable to contact SelectHub for a tailored quote. This ensures that firms receive a pricing plan that aligns with their unique requirements and budget.

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User Sentiment i

Based on 23 reviews:

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#705

AdvisorEngine CRM is ranked #705 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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AdvisorEngine CRM Pricing

Based on our most recent analysis, AdvisorEngine CRM pricing starts at $65 (Monthly).

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Starting From: $65
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

AdvisorEngine CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for AdvisorEngine CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

AdvisorEngine CRM Benefits and Insights

Why use AdvisorEngine CRM?

Key differentiators & advantages of AdvisorEngine CRM

Enhanced Client Relationships: AdvisorEngine CRM allows financial advisors to maintain detailed client profiles, enabling personalized service and stronger client relationships.
Streamlined Workflow: The software automates routine tasks such as scheduling and follow-ups, freeing up advisors to focus on more strategic activities.
Improved Compliance: Built-in compliance tracking ensures that all client interactions and transactions adhere to regulatory requirements, reducing the risk of non-compliance.
Data-Driven Insights: Advanced analytics provide actionable insights into client behavior and portfolio performance, helping advisors make informed decisions.
Centralized Information: All client data, including financial plans and communication history, is stored in one place, making it easy to access and manage.
Customizable Dashboards: Advisors can tailor their dashboards to display the most relevant information, enhancing productivity and focus.
Seamless Integration: The CRM integrates with other financial tools and platforms, ensuring a cohesive and efficient workflow.
Enhanced Collaboration: Team members can easily share information and collaborate on client accounts, improving service delivery and client satisfaction.
Scalability: The platform can grow with your business, accommodating an increasing number of clients and advisors without sacrificing performance.
Client Portal Access: Clients can access their financial information and communicate with their advisor through a secure portal, enhancing transparency and trust.
Task Management: Advisors can assign and track tasks, ensuring that nothing falls through the cracks and deadlines are met.
Enhanced Security: Robust security measures protect sensitive client data, ensuring confidentiality and compliance with data protection regulations.
Mobile Accessibility: The CRM is accessible from mobile devices, allowing advisors to manage client relationships on the go.
Cost Efficiency: By automating routine tasks and improving workflow efficiency, the CRM helps reduce operational costs.
Client Retention: Personalized service and proactive communication facilitated by the CRM contribute to higher client retention rates.

Industry Expertise

AdvisorEngine CRM is a cloud-based wealth management software specifically designed for financial advisors, investment advisors, brokerage firms, and banks. It is known for its deep integrations with various custodians and portfolio management, reporting, and back-office solutions, which enhance advisor productivity and create a centralized user experience.

AdvisorEngine CRM Reviews

Average customer reviews & user sentiment summary for AdvisorEngine CRM:

23 reviews

88%

of users would recommend this product

AdvisorEngine CRM has a 'great' User Satisfaction Rating of 88% when considering 23 user reviews from 1 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of AdvisorEngine CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Client Onboarding: AdvisorEngine CRM streamlines the client onboarding process, making it faster and more efficient.
Workflow Automation: The platform offers robust workflow automation capabilities, allowing advisors to automate tasks and processes, such as client onboarding and document management.
Document Management: AdvisorEngine CRM provides a centralized repository for storing and managing client documents, enhancing organization and accessibility.
Integration with Office 365: Seamless integration with Office 365 enables efficient email, contact, and calendar synchronization, boosting productivity.
Client Profile Interface: The CRM features a reimagined client profile interface that simplifies data management and provides a comprehensive view of client information.

Cons

Limited Customization: While AdvisorEngine CRM offers drag-and-drop functionality for certain features, some users may find limitations in customizing the platform to their specific workflows or integrating with industry-specific tools beyond Office 365.
Pricing: As a robust CRM designed for financial advisors, AdvisorEngine CRM's pricing might be prohibitive for smaller firms or independent advisors with limited budgets.

Researcher's Summary:

Is AdvisorEngine CRM really the engine behind successful financial advising? User reviews from the past year suggest a mixed bag. While AdvisorEngine CRM, formerly Junxure, is generally praised for its focus on workflow and productivity, some users find its interface a bit clunky and outdated compared to newer platforms. A significant strength highlighted by users is its robust integration with Office 365, allowing for seamless email management and contact synchronization, a crucial aspect for financial advisors who rely heavily on communication. The drag-and-drop editing feature and prospecting tools are also appreciated for their time-saving benefits. However, some users point out limitations in the email capturing feature and workflow management capabilities.

A key differentiator for AdvisorEngine CRM is its deep understanding of the financial services industry, evident in its specialized workflow automation and client service features. This tailored approach resonates with users who find its functionality directly applicable to their daily tasks. The platform's modern technical architecture, ensuring faster page loads and continuous innovation, is another plus. Users also commend the responsive and helpful customer support team. Despite these positives, some users express a desire for a more modern look and feel, suggesting that the platform could benefit from a visual refresh to align with contemporary user expectations.

Overall, AdvisorEngine CRM appears best suited for financial advisors who prioritize workflow efficiency and industry-specific functionality over a cutting-edge user interface. Its strengths lie in its ability to streamline client management, automate tasks, and provide a centralized hub for financial data. However, advisors seeking a visually appealing and highly intuitive platform might find its somewhat dated interface a drawback.

Key Features

Notable AdvisorEngine CRM features include:

Client Management: Centralized client profiles with detailed financial information, notes, and interaction history.
Task Management: Integrated task and workflow management to streamline daily operations and ensure timely follow-ups.
Document Storage: Secure, cloud-based document storage for easy access and sharing of important client files.
Data Aggregation: Aggregates data from multiple financial accounts to provide a comprehensive view of client portfolios.
Customizable Dashboards: Personalized dashboards that display key metrics and insights tailored to individual advisor needs.
Client Portal: A client-facing portal that allows clients to view their financial information and communicate with their advisor.
Integration Capabilities: Seamless integration with popular financial planning and portfolio management tools.
Compliance Tracking: Built-in compliance features to help advisors adhere to regulatory requirements and maintain accurate records.
Marketing Automation: Tools for creating and managing marketing campaigns, including email templates and tracking.
Reporting and Analytics: Advanced reporting and analytics tools to generate insights and track performance metrics.
Mobile Access: Mobile-friendly interface that allows advisors to access client information and perform tasks on-the-go.
Client Segmentation: Ability to segment clients based on various criteria for targeted communication and service offerings.
Calendar Integration: Syncs with popular calendar applications to manage appointments and reminders efficiently.
Client Onboarding: Streamlined client onboarding process with automated workflows and digital forms.
Secure Messaging: Encrypted messaging platform for secure communication between advisors and clients.