OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

AdvisorEngine review: 54 specs compared

Starting price:65 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

AdvisorEngine Review: Compare 54 technical specifications to see how this product ranks in the CRM Software category and whether it is worth buying.

AdvisorEngine
7.6/10

Overall score

Score
7.6/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–¼ Worse than 58% of models
Score components

40%

7.7

Technical score

30%

?

Reviews scoreNot enough data yet, so we use 7.6, the mark of a weaker model in this category

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–¼Worse than 58% of CRM software
7.7

Technical score

Technical score
7.7/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–¼ Worse than 52% of models
Score components

25%

7.6

Product & Pricing

25%

8.6

Core CRM

20%

5.8

Sales & Automation

15%

8.3

Integrations & Access

15%

8.5

Security & Deployment

â–¼Worse than 52%
?

Reviews score

Reviews score
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Grades by review (0)
We have not found an independent test of this model yet. Until we do, its review part counts as 7.6.
User ratings collected online are not part of this score.
No expert tests yet
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

CRM Software product ranking

Ranked #139 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform AdvisorEngine

Technical score
Technical score
7.7/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–¼ Worse than 52% of models
Score components:

25%

7.6

Product & Pricing

25%

8.6

Core CRM

20%

5.8

Sales & Automation

15%

8.3

Integrations & Access

15%

8.5

Security & Deployment

7.7
Reviews score
7.6
List score
?
Starting price
65 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 65 USD/user/mo, which is higher than that of 74.3% of CRM platforms and equal to that of 0.9% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead intake and qualification tracking.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual sales and opportunity pipeline.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
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AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated workflow rules and activity triggers.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
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Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
AdvisorEngine integration directory with Zapier and third-party tools.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile applications for iOS and Android for AdvisorEngine.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Enterprise SAML 2 / Okta single sign-on supported.
Security certifications
SOC 2 Type II, SEC / FINRA compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based access levels and user permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Complete regulatory audit logging and archiving.
Supported operating systems
Web, iOS, Android
Show more

AdvisorEngine vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Enterprise SAML 2 / Okta single sign-on supported.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom financial account and household relational objects.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom financial account and household relational objects.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Enterprise SAML 2 / Okta single sign-on supported.
  • 26 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    AdvisorEngine
    the average CRM platform
    AdvisorEngine has a higher starting price than the average CRM platform (65 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    65 USD/user/mo vs 39 USD/user/mo
  • 0.1% worse value for money
    AdvisorEngine offers worse value for money than the average CRM platform (8.34 vs 8.3).
    8.34 vs 8.34
  • 0.1% worse value for money
    AdvisorEngine offers worse value for money than the average CRM platform (8.34 vs 8.3).
    8.34 vs 8.34
  • 26 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    AdvisorEngine
    the average CRM platform
    AdvisorEngine has a higher starting price than the average CRM platform (65 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    65 USD/user/mo vs 39 USD/user/mo

Third-party reviews

What customers like about AdvisorEngine

  • Wealth management relationship structure with household portfolio views, fiduciary tracking, and financial accounts.
  • Visual workflow automation builder facilitating status updates, assignment rules, and reminder notifications.
  • Native quote and estimate generation pulling live product catalogs and line-item discounts directly into deals.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What customers don't like about AdvisorEngine

  • Substantial initial commitment starting around $65/user/month, with advanced reporting reserved for top tiers.
  • Lacks native automated lead qualification scoring, requiring commercial teams to evaluate opportunity viability through direct assessment.
  • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

AdvisorEngine is a wealth management CRM and client relationship platform engineered by AdvisorEngine to support registered investment advisors and financial planners. The platform unifies client householding models, financial goal tracking, custodian account feeds, and fiduciary compliance documentation within a secure interface. Advisory efficiency is driven by automated portfolio review scheduling, secure client correspondence logging. Financial advisors benefit from custodial data syncing, detailed fiduciary audit trails, document vaults, and integration with financial planning tools. However, drawbacks include the absence of a free plan, with starting subscriptions around $65 monthly, and lengthy compliance data bridge configurations. It stands as a premier advisory solution for wealth management firms, RIAs, and family offices demanding deep household insights and strict compliance. Furthermore, administrative settings maintain flexible oversight as operational requirements expand.

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