# AdvisorEngine Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AdvisorEngine Software - reviews, pricing plans, popular comparisons to other Financial Services products and more. Source: https://www.capterra.com/p/208919/AdvisorEngine --- # AdvisorEngine Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) AdvisorEngine ## What is AdvisorEngine? All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks. ## What is AdvisorEngine used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 96% Neutral 0% Negative 4% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AdvisorEngine?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.advisorengine.com/&name=AdvisorEngine) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### AdvisorEngine 4.4 (24) VS. [4.3 (635)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (24) Ease Of Use 4.2 (100) Value For Money 4.6 (19) Value For Money 4.0 (76) Customer Service 5.0 (22) Customer Service 4.0 (74) ## AdvisorEngine alternatives [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (100)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [eMoney Advisor](https://www.capterra.com/p/119135/emX/) [4.2 (16)](https://www.capterra.com/p/119135/emX/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/119135/emX/) [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) Highest Rated [Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/122634/Allvue-Systems/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Client Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Compliance Tracking 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Customizable Reports 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports Data Import/Export 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Fund Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage allocation and performance of financial assets AdvisorEngine 50 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage the process of evaluating documents or requests submitted for approval Manage assets throughout their lifecycle to optimize profit Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage various distribution channels, build relations with channel partners, and track their performance Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Alter the layout and content of reports Import and export data to and from software applications Graphical representation of data Store, manage, and track all electronic documents in a centralized location Monitor and record expenses such as purchases or charges incurred Track collected or paid charges for services performed or access granted Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by financial advisors and money managers Used by retail investors and active traders/day traders Form predictions based on past and present data/trends Manage allocation and performance of financial assets Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Track interaction history by documenting conversations for contacts Monitor capital allocation and asset prices over time Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Receive data and information in real time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Search and filter data across systems to locate required information by entering keywords or certain criteria Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (24) 4.1 Based on 24 reviews ## Pricing Value for money 4.6 (19) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.6 (19) 4.6 Based on 19 reviews ## Integrations [ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ Nitrogen](https://www.capterra.com/p/210418/Riskalyze/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ Orion Law](https://www.capterra.com/p/15576/Orion/)[ Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[ Tamarac](https://www.capterra.com/p/173553/Tamarac/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (22) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (22) 5.0 Based on 22 reviews ## User reviews Overall rating 4.4 Based on 24 reviews Filter by rating 5(12) 4(11) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent MA MD Abu K. Administrator Officer Education Management ### "The best AI advisor Engine!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 13, 2022 Overall, It is praise-worthy software. If you can utilize the software at a full pace, it will surely bring great return with efficiency & effectiveness. Pros Advisor engine is a great all-in-one tool for the management of our Portfolio, contact & billing. It has helped us create better engagement & provide access to all financial accounts through the client portal. It is helping us to reach our goal easily with database automation & Document vault. It has a great customer support team on board. Cons The first implementation is pretty complex. It will require some expertise skills for the usage. Tutorials can be found which will help to improve the user experience. Switched from [Total Expert](https://www.capterra.com/p/146103/Total-Expert/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PS Paige S. Executive Assistant Financial Services ### "Junxure is a great organizational tool for any office" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 24, 2022 Pros Junxure is a great organizational tool that is useful for any office. It helps to delegate workflows between employees, keep a detailed record of actions taken on behalf of clients, send out blast emails, and create specific workflows and client lists. Cons It would be helpful to receive notifications whenever a new action is assigned to you by another user. I have also experienced difficulty reaching anyone at customer service in the past - but that issue seems to have been remedied. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jessica S. Client Relations Associate Financial Services ### "Maybe reinventing the wheel would've been better..." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 July 27, 2021 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 Cloud](https://www.capterra.com/p/136189/Salesforce/) Reasons for choosing 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Director of Finance Insurance ### "Amazing CRM, Especially for the Price" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 30, 2021 Great customer service. They were very helpful in developing a custom report that I needed to look at where things were getting stuck in our prospect pipeline. Pros Cheap and easy to use software that allows for custom reporting, prospect management, and workflow management. Cons Can be clunky to use when you are first getting started. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KS Kelly S. Client Relations Representative Investment Management ### "Excellent CRM Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 5, 2021 Overall, I really like this software. It keeps me organized and on track to complete my work projects and goals. Pros I use Junxure everyday in my job and after getting used to it I found it very easy to use. I am also in network marketing as a 2nd job and I can't tell you how many times I wished I had Junxure for that. It is easy to track what step of a project we are on and who is responsible for each step. I really like this software. Cons There are a couple of things I wish Junxure would add. First, I wish there was an option to select more than one action when you need to re-assign a date for that action. It would be so nice to just move things all at once. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Jaimee C. Certified Financial Planner Financial Services ### "Great functionality, but there's a learning curve." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 3, 2021 It's helped organize us, be more efficient, store all client documents in one place, virtually, generate reports, create easy mailing labels, etc. Pros There are SO many features in Junxure. It stores so much data, there are so many great ways to create reports and splice data many ways. It's a very robust system that's for sure. Cons It does take a while to learn how to use the software, so I wish it was a bit more intuitive, especially when it comes to customizing a user's view/consolidating some information. I also wish that you could add more than one primary number (ie a home phone and a cell phone) so that they would show up on the main record page since some clients still use both (same with email). I wish that the integration with TD Ameritrade would be more up front instead of so many clicks away. Intergrating Junxure with our phone system would be AMAZING! Switched from [ProTracker Advantage](https://www.capterra.com/p/198791/ProTracker-Advantage/) Their customer service was horrible and Junxure's was AMAZING! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Thomas S. COO, CCO, Partner Financial Services ### "Junxure is a great help to our organization" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 23, 2021 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 [Tamarac](https://www.capterra.com/p/173553/Tamarac/) [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reasons for choosing 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Jamie M. Principal Financial Services ### "JX Cloud fee-only financial advisor" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 21, 2021 A pretty good value for its price. We are satisfied enough to not be shopping with any regularity and continue to see product improvements rolling out. Pros The ability to build and deploy multi-step workflows across the organization by name or job title Cons It's integration with our other client-related software is lacking Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing AdvisorEngine Cost and familiarity as we were coming off of Junxure Desktop. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LH Lisa H. Director of Operations Financial Services ### "Junxure is Awesome!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 20, 2021 Junxure cloud is awesome! It has helped our firm to streamline processes and organize our daily duties. It is a wonderful communication tool and cuts down on numerous emails. Pros The features I like most are the integrations with, Schwab, Orion, Office 365. I also love the workflows and ability to send bulk emails and track easily. Cons Not being able to mass update due dates of tasks. Issues with syncing Outlook contacts along with multiple employees. Right now we only have one of the employee's contacts being updated daily. Reasons for choosing AdvisorEngine Junxure's integrations and the sales team was very good. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ES Eva S. Operations Administrator Financial Services ### "Junxure Cloud" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 January 20, 2021 Junxure Cloud has enabled me to store more files electronically. Pros The product allows me to save client information. Cons The product is sometimes challenging to navigate. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/208919/AdvisorEngine/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)