AdvisorEngine CRM Reviews & Product Details

Workflows are great. This is a CRM for the suppoert team. UIRecord ID is a great data point for matching. Easily integrates with our custodian. It is robust without being too overwhelming. Review collected by and hosted on G2.com.

I would love the ability to add interests on the fly, and be able to give that ability to users as needed instead of allowing them full access to the List Data Maintenence feature. Review collected by and hosted on G2.com.

Advisor Engine has terrific customer service and tech support. They will respond within 24 hours. Review collected by and hosted on G2.com.

Advisor Engine's workflow has limitations for process management. Review collected by and hosted on G2.com.

They are constantly improving. While they may not have the cleanest look or have the newest technology, they truly hear your input and try to find a way to improve their tool. Review collected by and hosted on G2.com.

Some elements are outdated and and it is a bit clunky but getting better. Review collected by and hosted on G2.com.

I like its flexibility the most and the fact that it integrates with outlook add-ins and other communication platforms. The flexibility allows us the ability to customize work flows for every situation. Review collected by and hosted on G2.com.

Sometimes the number of features can confuse users. Also, it is difficult to navigate and not extremely user friendly or intuitive, especially when it comes to creating customized flows and the like. Review collected by and hosted on G2.com.

Great technology and simple to use. I'm glad we have this in our technology platform. Review collected by and hosted on G2.com.

Advisor Engine is great to use. I highly recommend it. Review collected by and hosted on G2.com.

Being able to household both spouses, connect other related clients, build out work flows. Process reports to sort accounts and details of clients. Review collected by and hosted on G2.com.

The email function is frustrating to use, very clunky. We have found a work around, but we would love this feature to be better. Review collected by and hosted on G2.com.

Junxure is a great tool to ensure all steps are followed when doing anything client-related. It helps me to keep all tasks in order and helps team communciation. Review collected by and hosted on G2.com.

One downside is that it is a bit difficult to get in touch with customer service at times, and I have experienced several slowdowns/crashes with the new move to Advisor Engine. Review collected by and hosted on G2.com.

I like the actions and the ability to keep track of clients. Review collected by and hosted on G2.com.

It would be nice to have a better educational pieces on how to use Junxure. Review collected by and hosted on G2.com.

The ease of navigation, the layout is great and the support team is always very helpful. I like that it is easy to run reports on almost anything available in the system. Document retention is great as well with sub-folders for ease of locating particular important documents. Review collected by and hosted on G2.com.

Nothing, really. I have been using Junxure for almost 14 years and it has improved so much since I started using it. Review collected by and hosted on G2.com.

Moving to a digital cloud has been the best decision for our company. New client onboarding is quick, easy, and paperless. We can access the workflow monitor from anywhere, which is perfect for us working from home. Productivity is at an all-time high! Nothing will get forgotten as everything is being kept track of. The best part is that our clients can access their investment data anytime. Review collected by and hosted on G2.com.

We dislike very little as a company, but we should mention that those who are not tech-savvy and not working digitally prior might struggle at first. Fortunately, we got free training for all our staff and are happy with the outcome. Review collected by and hosted on G2.com.