Advisor Engine logo

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

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This vendor doesn't list public pricing information.

Contact for Pricing

Categories

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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

Integrations

Agreement Express logo
Amazon Web Services (AWS) logo
Laserfiche logo
ShareFile logo
Amazon Web Services logo

Key Competitors