AdvisorEngine CRM Ratings (September 2025)
This page breaks down AdvisorEngine CRM ratings from all verified review sources to give you a clear, unbiased view of what real users think in September 2025.
We’ve aggregated the latest scores from all major platforms like Trustpilot, G2, Capterra and many more to help you understand AdvisorEngine CRM’s overall reputation. This data-driven overview will show you exactly how AdvisorEngine CRM is rated - including how it compares to competitors.
AdvisorEngine CRM's Overall Rating Summary
- Average Rating:4.3/5
- Total Reviews:123 reviews
- Sources:G2, Capterra, Softwareadvice, Facebook, Trustpilot, Getapp
- Last updated:September 1, 2025
AdvisorEngine CRM Ratings by Source
| Platform | Rating | Reviews | Last Update |
|---|---|---|---|
 G2 | 4/5 | 26+ reviews | 01.09.25 |
 Capterra | 4.4/5 | 24+ reviews | 01.09.25 |
 Softwareadvice | 4.4/5 | 24+ reviews | 01.09.25 |
 Facebook | 4.5/5 | 24+ reviews | 01.09.25 |
 Trustpilot | 3.7/5 | 1+ reviews | 01.09.25 |
 Getapp | 4.4/5 | 24+ reviews | 01.09.25 |
What is AdvisorEngine CRM?
AdvisorEngine offers a comprehensive wealth management platform featuring a modular suite designed to help firms grow, deliver, and scale. Key capabilities include CRM, performance reporting, fee billing, rebalancing, digital onboarding, client portal, and business intelligence. The platform emphasizes operational excellence, flexible fee collection, and a modern, open technology stack to streamline client experiences and optimize portfolio management.
🤔 AdvisorEngine CRM vs Competitors: How Do Ratings Compare?
Check out AdvisorEngine CRM AlternativesFrequently Asked Questions
How trustworthy is AdvisorEngine CRM?
According to Capterra and G2 review sites AdvisorEngine CRM holds ratings of 4.4/5 and 4/5 respectively from 50 reviews, indicating that users consistently find value and reliability in the platform as of September 2025.
How many stars is AdvisorEngine CRM rated?
AdvisorEngine CRM has an average star rating of 4.3 out of 5 stars based on average of 123 reviews as of September 2025.
Where does the rating data come from?
The ratings are pulled from AdvisorEngine CRM public reviews pages on platforms: G2, Capterra, Softwareadvice, Facebook, Trustpilot, Getapp. We update these ratings monthly to ensure they reflect the most current customer feedback.
How overall average rating for AdvisorEngine CRM is calculated?
The overall average rating is calculated by taking the weighted average of all ratings, using the total reviews count from each platform as the weight.