AdvisorEngine
Financial services CRM software
Investment portfolio management software
Robo-advisory software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$69 per user per month
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What is AdvisorEngine
AdvisorEngine is a wealth management platform that combines digital onboarding, proposal generation, portfolio construction, and ongoing portfolio management workflows. It is used by registered investment advisers and wealth management firms to support advisor-led and digital advice programs, including model-based and automated portfolio management. The product includes client portal and reporting capabilities and is typically deployed as part of an integrated operating stack rather than a standalone CRM.
Digital client experience tools
The platform includes client-facing portals and digital onboarding flows that support account opening and ongoing engagement. These capabilities help standardize data capture and reduce manual paperwork. Firms can use the same workflows across different advisor teams to improve consistency.
Portfolio management and models
AdvisorEngine supports model-based portfolio construction and management, including rebalancing and monitoring workflows. This aligns with common RIA operating models that rely on standardized model portfolios. It can help centralize investment operations and reporting within the same platform used for advice delivery.
End-to-end advisory workflows
AdvisorEngine covers key steps from prospect onboarding and risk profiling through proposal generation, portfolio implementation, and ongoing monitoring. This reduces the need to stitch together separate tools for digital advice and portfolio operations. It is well-suited to firms running both advisor-led and more automated service models.
CRM depth may vary
While the platform supports client and prospect management, firms that require highly configurable CRM objects, complex sales pipelines, or extensive relationship mapping may find gaps compared with dedicated financial services CRM suites. Some organizations keep a separate CRM as the system of record. This can increase integration and data-governance work.
Integration dependency for stack
Wealth firms often need connectivity to custodians, document management, marketing, and other back-office systems. The overall fit depends on available integrations and the effort required to implement and maintain them. If required connectors are not available out of the box, firms may need custom integration work.
Implementation and change management
Deploying an end-to-end wealth platform typically requires process redesign, data migration, and user training across advisors and operations teams. Time-to-value can be longer than adopting a single-purpose tool. Smaller firms may find the rollout effort disproportionate to their immediate needs.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| AdvisorEngine CRM | $69 per user/month (billed annually) | Access to all CRM features, priority support, unlimited document storage. Minimum three users. Source: official product page. |
| AdvisorEngine Wealth Management Platform (Portfolio Management, Fee Billing, Client Portal, Digital Onboarding, Business Intelligence) | Custom pricing | Pricing varies by firm size/modules required — contact sales for a customized quote (no public list prices found). |
Seller details
AdvisorEngine, Inc.
New York, NY, USA
2014
Private
https://www.advisorengine.com/
https://x.com/advisorengine
https://www.linkedin.com/company/advisorengine/
