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AdvisorEngine CRM

advisorengine.com

From $5.75/mo WebWindowsiOSAndroidAPIBrowser extension
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Spec score 8.9 #1 of 31 in Financial Advisor Software

What it is

AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.

Spec sheet

What it does
AdvisorEngine CRM is a cloud wealth-management CRM for financial advisors and registered investment advisers, combining client records, workflows, portfolio information and operational tools.Read 21 Oct 2026 · advisorengine.com
Purpose
AdvisorEngine CRM is designed for wealth management firms and is described as built by advisors, for advisors.Read 30 Sep 2026 · advisorengine.com
Integrations
The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro.Read 21 Oct 2026 · advisorengine.com
Security
AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level.Read 30 Sep 2026 · support.advisorengine.com
Support
AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management.Read 30 Sep 2026 · advisorengine.com
Headquarters
New York, NY and Raleigh, NC, United StatesRead 23 Sep 2026 · advisorengine.com
Founded
2014Read 23 Sep 2026 · advisorengine.com
Access model
AdvisorEngine describes its platform as cloud-based, with secure access from anywhere.Read 30 Sep 2026 · advisorengine.com
Activity tracking
The CRM tracks workflow progress for each client and supports activity monitoring.Read 21 Oct 2026 · advisorengine.com
API and SDKs
Official privacy material mentions integrations such as an API, but no public endpoint reference, SDK or developer documentation was found in the reviewed official pages.Read 21 Oct 2026 · advisorengine.com
Capabilities
The product page lists growth tools, contact management, practice management, and dashboards.Read 30 Sep 2026 · advisorengine.com
Client portal
The client portal lets clients view financial information and performance reports, communicate with advisers and complete onboarding tasks.Read 21 Oct 2026 · advisorengine.com
Cloud delivery
AdvisorEngine states that its platform is cloud-based, remotely accessible and backed up.Read 21 Oct 2026 · advisorengine.com
Company profile
LinkedIn lists AdvisorEngine as a privately held financial-services company founded in 2014, headquartered in Raleigh, North Carolina, with 51–200 employees.Read 21 Oct 2026 · linkedin.com
Contact management
Client profiles can store relevant information, support tailored communications and provide built-in or customized reports.Read 21 Oct 2026 · advisorengine.com
Custom fields
Users can create unlimited custom fields and report on those fields without coding.Read 21 Oct 2026 · advisorengine.com
Dashboards
Dashboards turn firm data into visualizations for monitoring business activity.Read 21 Oct 2026 · advisorengine.com
Digital onboarding
Digital onboarding supports proposals, risk profiling, electronic signatures and account-opening workflows.Read 21 Oct 2026 · advisorengine.com
Documentation
The knowledge base covers navigation, records, grids, search, actions, workflows, email and calendar, documents, dashboards, reporting, opportunities, imports, integrations, mobile and maintenance.Read 21 Oct 2026 · support.advisorengine.com
Email and calendar sync
Microsoft Office 365 and Google integrations synchronize emails and calendars inside the CRM and associate messages with CRM records.Read 21 Oct 2026 · advisorengine.com
Getting started
The CRM page offers recorded and personalized demos and directs prospective customers to get started through its sales team.Read 30 Sep 2026 · advisorengine.com
Growth tools
Prospect-engagement tools provide integrations that require no coding.Read 21 Oct 2026 · advisorengine.com
Historical scale
A November 2019 company release said AdvisorEngine served 12,000 users at 1,200 firms with more than $600 billion in network assets.Read 21 Oct 2026 · advisorengine.com
Hosting controls
The CRM security page describes SSL session encryption, independently audited hosting and SSAE 16 Type II SOC 1 certified facilities.Read 21 Oct 2026 · support.advisorengine.com
Licence
The terms describe the service as proprietary software supplied under a limited, revocable license and deny access to source code, so it is not open source.Read 21 Oct 2026 · advisorengine.com
Limit: G2 usability and cost
G2 reviewers report clunky sorting and reporting, complex configuration, slowdowns or crashes, weak notifications, infrequent updates and pricing concerns.Read 21 Oct 2026 · g2.com
Limit: GetApp integration and onboarding friction
GetApp reviewers mention difficulty reaching support, missing or weaker integrations and a clunky initial learning experience.Read 21 Oct 2026 · getapp.com
Limit: Software Advice legacy and integration gaps
Software Advice reviews describe the interface as dated or clunky, implementation as complex, exports as limited and some integrations as shallow or unreliable.Read 21 Oct 2026 · softwareadvice.com
Mobile access
The infrastructure page says mobile capabilities let users access alerts, records, and actions from any device.Read 30 Sep 2026 · advisorengine.com
Mobile access limitation
The CRM has no dedicated phone-store app; mobile users access a browser interface, while branded client-portal apps can be deployed separately to iOS and Google Play.Read 21 Oct 2026 · support.advisorengine.com
Notable news: AI roadmap
In a September 14, 2026 post, CEO Rich Cancro described a planned AI-driven system of action with smart form processing, meeting preparation, contextual notetaking and tax-aware rebalancing prompts, beginning in Q4 2026 and expanding through 2027.Read 21 Oct 2026 · advisorengine.com
Ownership and acquisition
Franklin Resources acquired AdvisorEngine on May 6, 2020; AdvisorEngine operates as a wholly owned Franklin Templeton subsidiary based in New York and Raleigh.Read 21 Oct 2026 · advisorengine.com
Praise: G2 workflow and breadth
G2 reviewers praise portfolio management, financial planning, client communication, onboarding, integrations and centralized workflow management.Read 21 Oct 2026 · g2.com
Praise: GetApp workflows and integrations
GetApp reviewers repeatedly value detailed workflows, centralized documents, cloud access and time savings from integrations such as Laser App.Read 21 Oct 2026 · getapp.com
Praise: Software Advice organization
Software Advice reviewers praise workflow delegation, robust reporting, document storage, customer support and industry-specific CRM design.Read 21 Oct 2026 · softwareadvice.com
Praise: Trustpilot onboarding and service
The sole Trustpilot reviewer praises paperless productivity, digital onboarding, goals-based planning, reports, staff training and customer care.Read 21 Oct 2026 · trustpilot.com
Rating on G2
4.3 out of 5 from 11 reviewsRead 21 Oct 2026 · g2.com
Rating on GetApp
4.4 out of 5 from 24 reviewsRead 21 Oct 2026 · getapp.com
Rating on Software Advice
4.4 out of 5 from 24 reviewsRead 21 Oct 2026 · softwareadvice.com
Rating on Trustpilot
5 out of 5 from 1 reviewRead 21 Oct 2026 · trustpilot.com
Security claim
AdvisorEngine says it uses encryption, access controls, regular security audits and completed its fourth consecutive SOC 2 examination with zero exceptions.Read 21 Oct 2026 · advisorengine.com
Storage
AdvisorEngine says CRM records can store files and documents without limits on file types, folders, or storage space.Read 30 Sep 2026 · advisorengine.com
Support and training
Support includes migration, onboarding, ongoing training, dedicated client support, relationship management and an online learning-management system.Read 21 Oct 2026 · advisorengine.com
System requirements
Supported browsers are Chrome, Edge and Firefox; the Outlook add-in requires Office 2010 or later and Windows 10/11 Pro or Enterprise.Read 21 Oct 2026 · advisorengine.com
Updates
AdvisorEngine says its CRM supports an average of 24 new releases a year.Read 30 Sep 2026 · advisorengine.com
Who it serves
AdvisorEngine describes its platform as designed for financial advisors and RIAs, including growing and established firms.Read 30 Sep 2026 · advisorengine.com
Workflow automation
The practice-management module uses a workflow engine to automate tasks and digitize service processes.Read 21 Oct 2026 · advisorengine.com
Workflows
The CRM tracks workflow progress across clients and includes activity tracking.Read 30 Sep 2026 · advisorengine.com

Plans and prices

AdvisorEngine CRM $69 a year per user, per month; billed annually Minimum three users · access to all features · priority support · unlimited document storage Read 30 Sep 2026 · advisorengine.com
AdvisorEngine CRM $69 a month annually; minimum three users all features · priority support · unlimited document storage Read 21 Oct 2026 · advisorengine.com

Every AdvisorEngine CRM plan and price →

Strong points and limits

Strong points

  • Unlimited document storage and file types.
  • Tracks client workflows and activity.
  • Mobile access to alerts, records, and actions.
  • Listed integrations include Office 365 and DocuSign.

Limits

  • $69 per user monthly, billed annually.
  • Three-user minimum.

Who it suits

It suits financial advisors and RIAs at growing or established wealth management firms that need client workflow and activity tracking. Its cloud access and mobile capabilities may suit teams that need to access records and alerts across devices.

Verdict

AdvisorEngine CRM combines wealth-management-focused client workflows with contact, practice, and growth tools. The annual plan has a three-user minimum, so that threshold and per-user price are central buying details.

Where Specifiction places it

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