A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
Nutzerbewertungen filtern (2)
The best AI advisor Engine!
Kommentare: Overall, It is praise-worthy software. If you can utilize the software at a full pace, it will surely bring great return with efficiency & effectiveness.
Advisor engine is a great all-in-one tool for the management of our Portfolio, contact & billing. It has helped us create better engagement & provide access to all financial accounts through the client portal. It is helping us to reach our goal easily with database automation & Document vault. It has a great customer support team on board.
The first implementation is pretty complex. It will require some expertise skills for the usage. Tutorials can be found which will help to improve the user experience.
A robo-advisor like no other!
Kommentare: If we had to describe our overall experience with AdvisorEngine in one word, it would be "relief". Productivity has increased, financial planning has become simpler with the goals-based financial planning tools, client engagement is at an all-time high - it relieved us we can do less admin and spend more time helping our clients.
Switching to AdvisorEngine has been the best decision our company has made. Moving our entire client database over was easy with few mishaps. We love that we can store all our clients' important documents in the Document Vault. Compliance audits are going to be a breeze moving forward! Another key feature for us is that everything is paperless. Moving our business to a digital platform allows us to spend more time helping our clients reach their wealth goals and less time stressing about misplacing an important document. Workflow has become more streamlined and our company is running like a well-oiled machine again!
The major disadvantage is having to teach the non-tech-savvy staff how to use technology! AdvisorEngine provides training for all your staff when you move over to their platform, so the disadvantages become void over a short period.