Compare AdvisorEngine CRM and Salesforce Financial Services Cloud 
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Enterprise (44.4% of reviews)
Entry-Level Pricing
$65.00 Per Month
No pricing available
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMSalesforce Financial Services Cloud
Star Rating
(92)4.2 out of 5
Market Segments
Enterprise (44.4% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Salesforce Financial Services CloudSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AdvisorEngine CRM excels in its Pre-Built Connectors with a score of 9.3, allowing seamless integration with various financial tools, while Salesforce Financial Services Cloud, with a score of 8.5, offers fewer out-of-the-box integrations, which can lead to additional setup time.
- Reviewers mention that the Customer Support Portal in AdvisorEngine CRM is highly rated at 9.3, providing users with easy access to resources and support, whereas Salesforce Financial Services Cloud, rated at 8.5, has a less intuitive portal that some users find challenging to navigate.
- G2 users highlight the Knowledge Base of AdvisorEngine CRM, which received a remarkable score of 9.7, indicating comprehensive documentation and resources, while Salesforce Financial Services Cloud's Knowledge Base, rated at 8.3, is perceived as less extensive and sometimes lacking in detail.
- Users on G2 report that AdvisorEngine CRM's Task Management feature shines with a score of 9.0, making it easy to track and manage tasks effectively, while Salesforce Financial Services Cloud's Task Management, rated at 7.2, is seen as less user-friendly and more cumbersome.
- Reviewers say that both platforms score equally in Automation with a rating of 8.1, but users of AdvisorEngine CRM appreciate its straightforward automation setup, while Salesforce Financial Services Cloud users mention that its automation features can be complex and require more training.
- Users report that AdvisorEngine CRM has a strong focus on Lead Management, scoring 9.7, which is praised for its intuitive interface and effectiveness in tracking leads, whereas Salesforce Financial Services Cloud, with a score of 8.6, is noted for its robust features but can be overwhelming for new users.
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Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
Salesforce Financial Services Cloud
No pricing availableFree Trial
AdvisorEngine CRM
Free Trial is available
Salesforce Financial Services Cloud
No trial information availableRatings
Meets Requirements
8.5
19
8.5
66
Ease of Use
7.7
21
8.0
67
Ease of Setup
8.1
8
7.5
17
Ease of Admin
7.7
8
7.7
17
Quality of Support
8.7
19
8.1
64
Has the product been a good partner in doing business?
9.4
8
8.3
19
Product Direction (% positive)
8.8
20
7.1
64
Features by Category
Content
8.1
7
8.1
8
Platform Additional Functionality
9.3
5
8.5
9
9.0
7
8.9
9
9.8
7
7.7
8
8.7
5
7.7
8
Not enough data
7.6
7
Platform Reporting and Analytics
Not enough data
8.1
9
Not enough data
7.4
7
Customer Support
8.6
6
8.8
8
9.3
5
8.5
9
9.7
5
8.3
8
Not enough data
8.3
9
Marketing Automation
Not enough data
7.8
6
9.7
5
8.6
7
Not enough data
8.1
7
Sales Force Automation
Not enough data
8.1
7
9.0
5
7.2
9
Not enough data
8.1
6
Not enough data
8.5
8
Not enough data
8.3
6
Categories
Categories
Shared Categories
AdvisorEngine CRM and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
63.3%
Banking
12.2%
Marketing and Advertising
3.3%
Insurance
3.3%
Wholesale
2.2%
Other
15.6%
Most Helpful Reviews
AdvisorEngine CRM
Most Helpful Favorable Review
Verified User in Computer Software
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
Most Helpful Critical Review
Jonathan M.
Verified User in Investment Management
Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either.
Salesforce Financial Services Cloud
Most Helpful Favorable Review
Verified User in Financial Services
The Salesforce Financial Services Cloud is great because it's connected with all the best partners in the space.
Most Helpful Critical Review
Verified User in Financial Services
I think the interface needs to be updated as it looks slightly dated.
Verified User in Computer Software
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
Verified User in Financial Services
The Salesforce Financial Services Cloud is great because it's connected with all the best partners in the space.
Jonathan M.
Verified User in Investment Management
Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either.
Verified User in Financial Services
I think the interface needs to be updated as it looks slightly dated.
Alternatives
Discussions
Does Junxure Cloud integrate with email programs?
1 comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
What is junxure cloud?
1 comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Salesforce Financial Services Cloud has no discussions with answers
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