Home/Financial Services CRM Software/AdvisorEngine/AdvisorEngine AlternativesUpdated on: March 21, 2023
AdvisorEngine Wealth Management Software | AdvisorEngine

AdvisorEngine Alternatives and Competitors

(15 Alternatives found)
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Top 5 AdvisorEngine Alternatives

(79 Ratings)

Salesforce Financial Services Cloud CRM is powerful asset management software. Get rich client profiles, help regulatory compliance, and reveal opportunities.

Backstop Solutions Suite

Software Solution Types | Backstop Solutions - Backstop Solutions Group
(42 Ratings)

Backstop's mission is to help the institutional investment industry use time to its fullest potential. The company develops technology to simplify and streamline otherwise time- consuming tasks and processes.

Redtail CRM

CRM - Redtail Technology
(129 Ratings)

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions. The company is dedicated to helping advisors efficiently grow their firms.


A Merchant CRM Software
(42 Ratings)

IRIS CRM software is an manage pipeline sales and customer support for business. The software offers tools to track sales related activities like new accounts, notes added, emails sent, and more. Collaborate with your team to create professional proposals in minutes. It integrates with Zapier, ZipRecruiter, and more. It supports Mobile Android and iOS. Marketers, Small and Medium companies make use of the software.

IRIS CRM Pricing

Wealthbox CRM

Contacts | Wealthbox CRM
(83 Ratings)

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Products Similar to AdvisorEngine


VeriTouch | Veripark
(0 Ratings)

VeriTouch Customer Engagement (CRM) is a vertical solution built on top of Dynamics 365, optimized with industry best practices. It consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently.


Junxure - Financial Advisor CRM
(23 Ratings)

Junxure is a CRM built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business. Features deep integrations with custodians and major portfolio management, reporting, and back-office solutions.


Intelligent Customer Management — CRM for Finance & Insurance —
(1 Ratings)

NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. Our products can meet all of your CRM needs in a single package.


Insurance CRM Software to help you run your business more efficiently
(0 Ratings)

InsureCRM is a CRM Insurance Software that enables you to go digital and accelerate your insurance business's sales and customer acquisition. It provides carriers, insurers, insurance agencies, brokers, and agents with digital capabilities and smart tools such as automated client contact monitoring on a single dashboard to improve client interactions. With InsureCRM, you can use automation to track your entire sales activity, allowing for improved sales pipeline management and the unlocking of up-selling and cross-selling potential. Through its simple and ready-to-use functionality, InsureCRM supports administration, customer service, underwriting, quotation processing, claim processing, and more, all from a single unified platform. You can use a single screen dashboard to facilitate an improved picture of the effective workflow management operations. The platform offers integration with central processing insurance modules that allows for more efficient prospect and customer interaction. Using an automated insurance CRM platform, you can increase the conversion rate from prospects to customers. With InsureCRM’s mobile-friendly sales software and dashboards, you can get a 360-degree perspective of your insurance company. show more

What is InsureCRM ? InsureCRM Pricing


CRM Application for Insurance, Financial Planning CRM Software
(28 Ratings)

Ebix CRM - Our best CRM software, agency management and financial advisory solutions deliver proven enterprise-wide results for our trusted global partners.


Crypto native Banking as a Service
(0 Ratings)

Striga (formerly Lastbit) provides financial services infrastructure for companies in the crypto, banking & issuing space. Traditionally the cost & time associated with launching a FinTech solution whether it is a neo-bank, a business banking product or a platform has been absurdly high and complex. This is compounded 10x if are a company that has an element of crypto in business.

What is Striga ? Striga Pricing

Kronos Finance

Insurance & Investment Software Solutions
(3 Ratings)

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.


Investor Relations & Fund Marketing for Asset Managers : Imagineer Technology Group
(2 Ratings)

Clienteer is designed for hedge funds and institutional asset managers. It provides a comprehensive suite of features within an easy to use and powerful user interface. Unlike some CRM tools, Clienteer supports multiple deployment options to scale to the needs of any size organization.

Lending CRM

Lending CRM – The #1 most complete lending solution.
(6 Ratings)

Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. View and export high-quality reports.


Offer Finance Win Better Work
(0 Ratings)

Kanda is the fastest way for all tradespeople to offer pay monthly options. Build a job, choose finance options, and send it out. Customers get the quote and can easily apply for finance online. When approved, can begin the work. Afterwards, get paid right away.

What is Kanda ? Kanda Pricing