Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well AdvisorEngine™ solved their business needs. Cuspera uses 304 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using AdvisorEngine™.

Other priorities:

  • Scale Best Practices
  • Improve Internal Communications
  • Build Brand Awareness
  • Increase Sales & Revenue
  • Establish Thought Leadership
  • Grow Market Share
See all business priorities See less business priorities

Use Cases

Peers recommend Workflow Management , Contact List Management , Engagement Management , as the business use cases that they have been most satisfied while using AdvisorEngine™.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Workflow Management

4.85/5

Read Reviews (17)

"...Automate your processes using powerful workflows...." AdvisorEngine Wealth Management Software
Contact List Management

4.62/5

Read Reviews (6)

"...I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts)..."
Engagement Management with Offline, Phone Calls, Point Of Sale and On Premises

4.41/5

Read Reviews (4)

"...There are so many pieces you can put in to one task from e-mails to documents to follow up notes...."
engaging and following up

4.08/5

Read Reviews (2)

"...There are so many pieces you can put in to one task from e-mails to documents to follow up notes...."
PEER EXPERIENCES
Workflow Management

4.85/5

Read Reviews (17)

"...Automate your processes using powerful workflows...." AdvisorEngine Wealth Management Software
Contact List Management

4.62/5

Read Reviews (6)

"...I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts)..." Peer review by Tracy G., Financial Services
Engagement Management with Offline, Phone Calls, Point Of Sale and On Premises

4.41/5

Read Reviews (4)

"...There are so many pieces you can put in to one task from e-mails to documents to follow up notes...." Peer review by Kait R, Client Service Manager
engaging and following up

4.41/5

Read Reviews (2)

16+ more Business Use Cases

Our AI advisor, Wyz, harnessed 304 insights from peers and experts to help you assess how these AdvisorEngine™ use cases fit your business needs.

Popular Business Setting

for AdvisorEngine™

Top Industries

  • Financial Services
  • Information Technology and Services
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peers used AdvisorEngine™ to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for AdvisorEngine™

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

3.36/5

Read Reviews (9)
Personalization

4.30/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Recording

3.36/5

Read Reviews (9)
Personalization

4.30/5

Read Reviews (5)

IT and Other Capabilities

for AdvisorEngine™

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.29/5

Read Reviews (39)
Data Export

4.06/5

Read Reviews (15)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.29/5

Read Reviews (39)
Data Export

4.06/5

Read Reviews (15)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.86/5

Read Reviews (16)
Email Support

4.62/5

Read Reviews (7)
Chat Support

4.62/5

Read Reviews (7)
24/7 Support

4.45/5

Read Reviews (27)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.86/5

Read Reviews (16)
Email Support

4.62/5

Read Reviews (7)
Chat Support

4.62/5

Read Reviews (7)
24/7 Support

4.45/5

Read Reviews (27)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.39/5

Read Reviews (33)
Analytics

4.08/5

Read Reviews (18)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.39/5

Read Reviews (33)
Analytics

4.08/5

Read Reviews (18)

Software Failure Risk Guidance

?

for AdvisorEngine™

Overall Risk Meter

Low Medium High

Top Failure Risks for AdvisorEngine™

Vendor Profile Details

Company Name

AdvisorEngine

HQ Location

New York, New York

Employees

11-50

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