AdvisorShelf
AdvisorShelf / CRM / AdvisorEngine

CRM

AdvisorEngine

Wealth management platform combining a CRM, digital onboarding, portfolio management tools and a client portal.

Made by AdvisorEngine Visit AdvisorEngine's website
Starting priceFrom $69/user/mo
One person: about $207 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed22 connectionsCharles Schwab (Schwab Advisor Center), Fidelity, Pershing and 19 more. Source and date for each below.
Read this before you rely on AdvisorEngine's details. AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date. Sources: AdvisorEngine's page; Schwab's SEC filing, Q2 2024.
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What their website looks like

Screenshot of AdvisorEngine's homepage
AdvisorEngine's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
AdvisorEngine CRM $69/user/mo
per user, per month
 Billed annually
Minimum three users. Access to all features.

Minimum 3 users, so one person pays for 3 seats.

The published price covers the CRM only; no prices found for the wider platform (onboarding, portfolio management, client portal).

Source: AdvisorEngine CRM page, pricing section. Checked on the vendor's site, Oct 6.

Where AdvisorEngine sits on price

AdvisorEngineOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Charles Schwab (Schwab Advisor Center)Orion Advisor ServicesMX
AdvisorEngine22 connections listed

Data goes out to

Orion Advisor ServicesMicrosoft Outlook
Single sign-on
Charles Schwab (Schwab Advisor Center)
Direction not stated
PonteraDST
Listed, no detail
FidelityPershingMoneyGuideBlack DiamondTamaracAdventAgreement ExpressAlbridgeEnvestnetMorningstarPrecise FPRiskalyzeand 4 more
Connection cost: not stated on the AdvisorEngine pages we read (Oct 7).
Charles Schwab (Schwab Advisor Center)
Checked on the vendor's site
  • Data in: Schwab Advisor Center client data
  • Data in: real-time Schwab alerts with status updates
  • Direction not stated: account opening
  • Direction not stated: account maintenance workflows
  • Single sign-on
Source: AdvisorEngine press release on the Schwab Advisor Center integration, published Apr 19, 2021. Checked Oct 6.
Also: AdvisorEngine: Schwab partnership page.
This source is more than 2 years old. Ask AdvisorEngine whether it still works this way.
Fidelity
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Pershing
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
MoneyGuide
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
SEI
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Other software it connects to (17)

Portfolio, reporting, email, calendar and similar tools AdvisorEngine lists.

Orion Advisor Services
Checked on the vendor's site
  • Data out: contact changes
  • Data in: portfolio data
Source: AdvisorEngine press release on Junxure (now AdvisorEngine CRM) integrations, published May 2, 2019. Checked Oct 6.
This source is more than 2 years old. Ask AdvisorEngine whether it still works this way.
MX
Checked on the vendor's site
  • Data in: held-away account data, daily
Source: AdvisorEngine data consolidation page. Checked Oct 6.
Black Diamond
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Tamarac
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Microsoft Outlook
Checked on the vendor's site
  • Data out: contacts exported to Outlook
Source: AdvisorEngine support article: Outlook Add-in: Contact Export. Checked Oct 6.
Advent
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Agreement Express
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Albridge
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Envestnet
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Precise FP
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Riskalyze
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
Smartleaf
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
finmason
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine CRM integrations page (partner logos). Checked Oct 6.
iRebal
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: AdvisorEngine x Schwab partnership webinar page. Checked Oct 6.
Pontera
Checked on the vendor's site
  • Direction not stated: detail on non-managed assets, including 401K accounts
Source: AdvisorEngine data consolidation page. Checked Oct 6.
DST
Checked on the vendor's site
  • Direction not stated: detail on non-managed assets, including 401K accounts
Source: AdvisorEngine data consolidation page. Checked Oct 6.

Moving to AdvisorEngine from another tool

What AdvisorEngine's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From other systems (not named)

In their words: “Yes, we have a dedicated migration and onboarding team that helps ensure a smooth transition from your current technology stack to AdvisorEngine.”

  • What comes across: not confirmed by the words shown
  • How: not confirmed by the words shown
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 8
AdvisorEngine FAQ

Leaving later

The CRM's admin tools include self-service data and database exports; support can help without extra charges. No step-by-step export guide found.
Checked on the vendor's site · Oct 6

Source: AdvisorEngine CRM administrative tools page

Of the 29 other advisor CRMs whose pages we've read for this, 1 says on its own site that it imports from AdvisorEngine: Redtail (whose page calls AdvisorEngine “Junxure”). Each one's profile says what comes across.

Fits best if

Our judgement

We haven't assessed fit for AdvisorEngine yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare AdvisorEngine with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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