AdvisorEngine™ Overview
This is a summary of the comprehensive capabilities and benefits of AdvisorEngine™ based on over 304 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Do you need to check if AdvisorEngine™ is right for your needs? Our Cuspera AI engine can evaluate how AdvisorEngine™ fits your specific business needs, industry, and context. Get your personalized assessment report today.
AdvisorEngine™ supports business activities such as:
- Workflow Management
- Contact List Management
- Engagement Management
- Training & Onboarding
- Call Recording
AdvisorEngine™ can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Scale Best Practices, Improve Internal Communications, Build Brand Awareness, etc. It can help manage these activities if you use Phone Calls Offline Point Of Sale etc. for these needs. As a solution, AdvisorEngine™'s capabilities include Recording, and Personalization.
AdvisorEngine™ Financial Services Vertical is its biggest customer base.
Reviews
"...Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets...." Peer review from AdvisorEngine
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™.
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 ★ |
"...Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets...." Peer review from AdvisorEngine |
Contact List Management |
4.62/5 ★ |
"...It helps us track the frequency of our client contacts as well as a central database for our data...." Peer review by User |
Engagement Management with Offline, Phone Calls, Point Of Sale and On Premises |
4.41/5 ★ |
"...Judges cite innovative approach to engaging and converting prospects as key factor in their decision NEW YORK (March 21, 2017)..." AdvisorEngine Wealth Management Software |
engaging and following up |
4.08/5 ★ |
"...Scheduling followup meetings or phone calls with clients and prospects...." Peer review by Deborah F, Administrative Asst., Financial Services |
PEER EXPERIENCES | |
---|---|
Workflow Management |
4.85/5 ★ |
"...Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets...." Peer review from AdvisorEngine |
|
Contact List Management |
4.62/5 ★ |
"...It helps us track the frequency of our client contacts as well as a central database for our data...." Peer review by User |
|
Engagement Management with Offline, Phone Calls, Point Of Sale and On Premises |
4.41/5 ★ |
"...Judges cite innovative approach to engaging and converting prospects as key factor in their decision NEW YORK (March 21, 2017)..." AdvisorEngine Wealth Management Software |
|
engaging and following up |
4.41/5 ★ |
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
Peer and Expert Opinion on Features
for AdvisorEngine™
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Recording | Read Reviews (9) |
Personalization | Read Reviews (5) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Recording | Read Reviews (9) |
Personalization | Read Reviews (5) |
IT and Other Capabilities
for AdvisorEngine™
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (39) |
Data Export | Read Reviews (15) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (39) |
Data Export | Read Reviews (15) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
Phone Support | Read Reviews (16) |
Email Support | Read Reviews (7) |
Chat Support | Read Reviews (7) |
24/7 Support | Read Reviews (27) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
Phone Support | Read Reviews (16) |
Email Support | Read Reviews (7) |
Chat Support | Read Reviews (7) |
24/7 Support | Read Reviews (27) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (33) |
Analytics | Read Reviews (18) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (33) |
Analytics | Read Reviews (18) |
Software Failure Risk Guidance
?for AdvisorEngine™
Overall Risk Meter
Top Failure Risks for AdvisorEngine™
Vendor Profile Details
Company Name
AdvisorEngine
Company Website
https://www.advisorengine.com/HQ Location
New York, New York
Employees
11-50
Social
Financials
SERIES A