AdvisorEngine
About AdvisorEngine
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.
With AdvisorEngine, companies can establish customizable workflows for onboarding new clients. Managers can also set access permissions, manage asset transfers, ensure compliance, and store documents in a centralized platform.
AdvisorEngine's white-label client portal can be fully customized to match a company's brand, design, and preference. Clients can use the portal to manage and link financial accounts, make deposits and withdrawals, and track performance using interactive reporting tools.
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- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Junxure is a great help to our organization
Reviewed on 2021/01/23
Very good
Very good
Pros
A CRM that knows our industry - Registered Investment Advisors
Cons
Document management is not as good as in their previous, server based system
Alternatives Considered
Redtail CRMReasons for Switching to AdvisorEngine
Staff of 19 already knew the server based version so switching to the Cloud version was NOT as much of a disruption..... Additionally, I've heard from several COOs in my industry that Tamarac CRM is not up to the high quality of the other excellent Tamarac products.- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Maybe reinventing the wheel would've been better...
Reviewed on 2021/07/27
In switching to the Cloud version, we were hoping to mitigate issues we see when we had network...
In switching to the Cloud version, we were hoping to mitigate issues we see when we had network failure, more security and increased data storage volume. We were switching from Junxure desktop so the Junxure Cloud was a logical next step. I just feel as an end user who also had a role in onboarding and transferring data, it left a lot to be desired from a functionality standpoint-- like they had a duty to make their product close enough to the old version but they negated some really important improvements they could have capitalized on.
Pros
It's a great look. Things are cohesive with the desktop version of Junxure so the switch was relatively simple in terms of terminology and flow of navigation buttons. The service team that worked with us was literally always available for any questions and were always extremely patient with the types of questions
Cons
Because they were mirroring a desktop software in the creation of this cloud based software, some really important features were overlooked/underdeveloped: 1) document storage shouldn't be based on "tags" it should be able to be put into folders; 2) updated versions of documents shouldn't need to be deleted and re-uploaded if they were generated from within the software, they should automatically overwrite with a prompt and 3) emails, calendars and documents created through the software just needs to be worked on in general-- if you allow the use the system to create anything, you can bet it won't come through identically on the external software they claim to integrate with, and sometimes it won't come through at all.
Alternatives Considered
Salesforce Service CloudReasons for Choosing AdvisorEngine
In switching to the Cloud version, we were hoping to mitigate issues we see when we had network failure, more security and increased data storage volume. "All the cool kids are doing it" may have had a role in that decision as well...Reasons for Switching to AdvisorEngine
Cost and we were working with a bunch of users that weren't actually users of the old product Junxure Desktop-- they weren't advocates for it and couldn't/wouldn't use a lot of the most basic and highly beneficial features fo it when it was a desktop program-- so switching to something even more robust like Saleforce that would cost even more was jsut not something that made sense for us an organization.- Industry: Financial Services
- Company size: 51–200 Employees
- Used for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 1.0 /10
Outdated
Reviewed on 2020/07/16
Overall I would say that it needs a complete reboost.
Overall I would say that it needs a complete reboost.
Pros
Once you figure out how to navigate the software it isn't bad. The tabs make it appear to be easy to visually navigate.
Cons
Clunky and outdated. I think the software is older so every update is based on an older underlying software platform.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Where Would We Be Without Junxure?
Reviewed on 2020/11/24
When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate...
When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate this system is. After watching every single video to prepare for our migration, I was ready to jump in. After using the system for well over a year, and attending >Drive 2019, I have find myself to depend on this system to keep me organized. My absolute favorite tasks within a work day, is when I get to go into our data and add additional tags, or clean up fields throughout the system or create spreadsheets directly from the site. I can attest that this office definitely relies on Junxure to accomplish our everyday tasks but this system has also allowed us to expand to other opportunities, such as Constant Contact. Everyday I find a new reason to appreciate Junxure.
Pros
Junxure is the hub for any and all information when it comes to our clients. If it is not in Junxure, it didn't happen. Junxure makes it extremely easy to collaborate with coworkers on daily tasks and processes but also keep up with client accounts.
Cons
I wouldn't say I dislike anything about this software. Although, I think there are features included that our office cannot utilize. It would be nice to be able to "mute" a feature from my screen to get rid of added clutter that we unfortunately cannot take advantage of at this time.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love this software!
Reviewed on 2021/01/20
Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to...
Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to the cloud version in 2018 I believe.
Junxure does all the things we need it to and more, this is why we have utilized this application for over 10 years!
Pros
ability to make grids with tons of data points available
grids are customizable so that individual users can set themselves up for how they will work best
action tracking for daily tasks
opportunities enable us to track cases through the pipeline
data can be exported to excel for easy reporting
application is very user friendly
Cons
There are limitations to the amount of data that can be exported to excel. Initially, it was 50, now it is 200 and Junxure is working on it being unlimited.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing AdvisorEngine
cost, ease of useSwitched From
Applied TAMReasons for Switching to AdvisorEngine
cost Salesforce was too robust for our need and Junxure met our needs very nicely.AdvisorEngine FAQs
Below are some frequently asked questions for AdvisorEngine.Q. What type of pricing plans does AdvisorEngine offer?
AdvisorEngine offers the following pricing plans:
- Free Trial: Not Available
Contact AdvisorEngine for pricing details.
Q. Who are the typical users of AdvisorEngine?
AdvisorEngine has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does AdvisorEngine support?
AdvisorEngine supports the following languages:
English
Q. Does AdvisorEngine support mobile devices?
AdvisorEngine supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does AdvisorEngine integrate with?
AdvisorEngine integrates with the following applications:
Envestnet | MoneyGuide, Fidelity, Morningstar Advisor Workstation, Nitrogen, Orion, Redtail CRM, Tamarac
Q. What level of support does AdvisorEngine offer?
We do not have any information about what support options AdvisorEngine has
Related categories
See all software categories found for AdvisorEngine.
Investment Management Software
