Advisor Engine
Wealth Management
active
Advisor Engine is a digital wealth management platform designed to help financial advisors manage their client relationships and streamline their operations.
New York, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.6
(2 ratings)Active: 2Former: 0
Features
2.7
(3 ratings)Active: 3Former: 0
Reliability
5.0
(2 ratings)Active: 2Former: 0
Performance
2.6
(3 ratings)Active: 3Former: 0
Security
2.9
(3 ratings)Active: 3Former: 0
Value for Money
3.0
(3 ratings)Active: 3Former: 0
Customer Service
2.7
(3 ratings)Active: 3Former: 0
Ease of Use
2.6
(3 ratings)Active: 3Former: 0
Integrations
2.9
(3 ratings)Active: 3Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Advisor Engine
Advisor Engine is a digital wealth management platform designed to help financial advisors manage their client relationships and streamline their operations.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Technology
Key Features
Client management
portfolio management
financial planning
reporting tools
integration capabilities
Pros
Comprehensive platform
user-friendly interface
strong customer support
Cons
High cost
complex setup process
limited integrations