AdvisorEngine
10 reviews
- 2 profiles
- 4 categories
Average star rating
4.2
Serving customers since
2014
AdvisorEngine Reviews
NS
Nikhil S.
SOTI SME at CapgeminiAdvisor Engine wealth management CRM
Its wealth management CRM its best platforms provide financial firms with the latest integrated tools and data driven analytics needed to empower their advisors to provide smart solutions.
AM
Aditya M.
SAP ABAP CONSULTANT at Infosys limitedAdvisor Engine a great tool for CRM , portfolio management
It is simple to use and can integrate with lot of other tools and can be used as a standalone as well.
BG
Benedicta G.
one stop shop to manage all assets and deliver seamless user experience
one stop shop to manage all your assets in one place regardless of what those assets are !! multifunctional and insight driven
About
Details
Year Founded
2014
Website
www.advisorengine.comHunting for software insights?
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