Sobre AdvisorEngine

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing, reporting, and more. AdvisorEngine includes customer relationship management (CRM) tools with powerful workflow automations and document storage. The client portal helps increase engagement and provides direct access to all financial accounts. The goal-based planning tools and interactive reporting allow clients to track performance, create scheduled reports, and manage financial portfolios.
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Vídeo de AdvisorEngine
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precios de AdvisorEngine

AdvisorEngine no está disponible en versión gratuita.

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Opiniones de AdvisorEngine

Evaluación de función

Relación calidad-precio
Facilidad de uso
Asistencia al cliente
Malise H.
  • Sector: Servicios financieros
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña
Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Publicado el 5/12/2020

A robo-advisor like no other!

If we had to describe our overall experience with AdvisorEngine in one word, it would be "relief". Productivity has increased, financial planning has become simpler with the goals-based financial planning tools, client engagement is at an all-time high - it relieved us we can do less admin and spend more time helping our clients.

Puntos a favor

Switching to AdvisorEngine has been the best decision our company has made. Moving our entire client database over was easy with few mishaps. We love that we can store all our clients' important documents in the Document Vault. Compliance audits are going to be a breeze moving forward! Another key feature for us is that everything is paperless. Moving our business to a digital platform allows us to spend more time helping our clients reach their wealth goals and less time stressing about misplacing an important document. Workflow has become more streamlined and our company is running like a well-oiled machine again!

Puntos en contra

The major disadvantage is having to teach the non-tech-savvy staff how to use technology! AdvisorEngine provides training for all your staff when you move over to their platform, so the disadvantages become void over a short period.

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