# AdvisorEngine Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is AdvisorEngine the right Financial Services solution for you? Explore 24 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/208919/AdvisorEngine/reviews --- AdvisorEngine 4.4 (24) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of AdvisorEngine Ease of use 4.3 Customer Service 5.0 ## Pros and Cons in Reviews JS Jessica S Client Relations AssociateFinancial Services, 11 - 50 employeesUsed the software for: 6-12 months. “Things are cohesive with the desktop version of Junxure so the switch was relatively simple in terms of terminology and flow of navigation buttons.“ July 27, 2021 JS Jessica S Client Relations AssociateFinancial Services, 11 - 50 employeesUsed the software for: 6-12 months. “I just feel as an end user who also had a role in onboarding and transferring data, it left a lot to be desired from a functionality standpoint-- like they had a duty to make their product close enough to the old version but they negated some really important improvements they could have capitalized on.“ July 27, 2021 LH Lisa H Director of OperationsFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “The features I like most are the integrations with, Schwab, Orion, Office 365.“ January 20, 2021 ES Eva S Operations AdministratorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “The product is sometimes challenging to navigate.“ January 20, 2021 KC Kevin C Associate Operations AnalystFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years. “There are a lot of good integrations such as LazerApp and Constant Contact.“ September 11, 2020 AL Amanda L CFPFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “Clunky and outdated.“ July 16, 2020 AL Amanda L CFPFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “The tabs make it appear to be easy to visually navigate.“ July 16, 2020 ## Showing most helpful reviews Showing 1-24 of 24 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Thomas S. COO, CCO, Partner Financial Services Used the software for: 2+ years ### "Junxure is a great help to our organization" January 23, 2021 4.0 Very good Pros A CRM that knows our industry - Registered Investment Advisors Cons Document management is not as good as in their previous, server based system Alternatives considered [Tamarac](https://www.capterra.com/p/173553/Tamarac/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing AdvisorEngine Staff of 19 already knew the server based version so switching to the Cloud version was NOT as much of a disruption..... Additionally, I've heard from several COOs in my industry that Tamarac CRM is not up to the high quality of the other excellent Tamarac products. Review Source JS Jessica S. Client Relations Associate Financial Services Used the software for: 6-12 months ### "Maybe reinventing the wheel would've been better..." July 27, 2021 4.0 In switching to the Cloud version, we were hoping to mitigate issues we see when we had network failure, more security and increased data storage volume. We were switching from Junxure desktop so the Junxure Cloud was a logical next step. I just feel as an end user who also had a role in onboarding and transferring data, it left a lot to be desired from a functionality standpoint-- like they had a duty to make their product close enough to the old version but they negated some really important improvements they could have capitalized on. Pros It's a great look. Things are cohesive with the desktop version of Junxure so the switch was relatively simple in terms of terminology and flow of navigation buttons. The service team that worked with us was literally always available for any questions and were always extremely patient with the types of questions Cons Because they were mirroring a desktop software in the creation of this cloud based software, some really important features were overlooked/underdeveloped: 1) document storage shouldn't be based on "tags" it should be able to be put into folders; 2) updated versions of documents shouldn't need to be deleted and re-uploaded if they were generated from within the software, they should automatically overwrite with a prompt and 3) emails, calendars and documents created through the software just needs to be worked on in general-- if you allow the use the system to create anything, you can bet it won't come through identically on the external software they claim to integrate with, and sometimes it won't come through at all. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Reason for choosing AdvisorEngine Cost and we were working with a bunch of users that weren't actually users of the old product Junxure Desktop-- they weren't advocates for it and couldn't/wouldn't use a lot of the most basic and highly beneficial features fo it when it was a desktop program-- so switching to something even more robust like Saleforce that would cost even more was jsut not something that made sense for us an organization. Review Source AL Amanda L. CFP Financial Services Used the software for: 1-2 years ### "Outdated " July 16, 2020 2.0 Overall I would say that it needs a complete reboost. Pros Once you figure out how to navigate the software it isn't bad. The tabs make it appear to be easy to visually navigate. Cons Clunky and outdated. I think the software is older so every update is based on an older underlying software platform. Review Source KB Kerry B. Office Assistant Financial Services Used the software for: 1-2 years ### "Where Would We Be Without Junxure?" November 24, 2020 5.0 When I was first introduced to Junxure Cloud, I was a little intimidated because of how intricate this system is. After watching every single video to prepare for our migration, I was ready to jump in. After using the system for well over a year, and attending >Drive 2019, I have find myself to depend on this system to keep me organized. My absolute favorite tasks within a work day, is when I get to go into our data and add additional tags, or clean up fields throughout the system or create spreadsheets directly from the site. I can attest that this office definitely relies on Junxure to accomplish our everyday tasks but this system has also allowed us to expand to other opportunities, such as Constant Contact. Everyday I find a new reason to appreciate Junxure. Pros Junxure is the hub for any and all information when it comes to our clients. If it is not in Junxure, it didn't happen. Junxure makes it extremely easy to collaborate with coworkers on daily tasks and processes but also keep up with client accounts. Cons I wouldn't say I dislike anything about this software. Although, I think there are features included that our office cannot utilize. It would be nice to be able to "mute" a feature from my screen to get rid of added clutter that we unfortunately cannot take advantage of at this time. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) I was newly hired during the decision making and migration process. Just from my brief experience, RedTail unfortunately wasn't robust enough to keep up with the record tracking that we needed. As soon as everyone in the office was comfortable logging into Junxure and going about their daily tasks, we have done our best to continue to take advantage of as many built in features as we possibly can. Review Source AF Adam F. Operations Manager Insurance Used the software for: 2+ years ### "Love this software!" January 20, 2021 5.0 Junxure has been a wonderful experience. We started using the desktop version in 2010 and moved to the cloud version in 2018 I believe. Junxure does all the things we need it to and more, this is why we have utilized this application for over 10 years! Pros ability to make grids with tons of data points available grids are customizable so that individual users can set themselves up for how they will work best action tracking for daily tasks opportunities enable us to track cases through the pipeline data can be exported to excel for easy reporting application is very user friendly Cons There are limitations to the amount of data that can be exported to excel. Initially, it was 50, now it is 200 and Junxure is working on it being unlimited. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing AdvisorEngine cost Salesforce was too robust for our need and Junxure met our needs very nicely. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) cost, ease of use Review Source JC Jaimee C. Certified Financial Planner Financial Services Used the software for: 2+ years ### "Great functionality, but there's a learning curve." February 3, 2021 5.0 It's helped organize us, be more efficient, store all client documents in one place, virtually, generate reports, create easy mailing labels, etc. Pros There are SO many features in Junxure. It stores so much data, there are so many great ways to create reports and splice data many ways. It's a very robust system that's for sure. Cons It does take a while to learn how to use the software, so I wish it was a bit more intuitive, especially when it comes to customizing a user's view/consolidating some information. I also wish that you could add more than one primary number (ie a home phone and a cell phone) so that they would show up on the main record page since some clients still use both (same with email). I wish that the integration with TD Ameritrade would be more up front instead of so many clicks away. Intergrating Junxure with our phone system would be AMAZING! Switched from [ProTracker Advantage](https://www.capterra.com/p/198791/ProTracker-Advantage/) Their customer service was horrible and Junxure's was AMAZING! Review Source KC Kevin C. Associate Operations Analyst Financial Services Used the software for: 1-2 years ### "Junxure Review" September 11, 2020 4.0 Overall, our experience has been good. \[SENSITIVE CONTENT HIDDEN\] did a tremendous job with getting us training and brought up to speed. Pros The pros are how easy it is to use workflows and populate a record. There are a lot of good integrations such as LazerApp and Constant Contact. Cons We would love to see deeper integrations with Office and even see the Constant Contact integration go a little deeper and be easier to use. Big workflows tend to freeze up the system. We are also looking forward to an integration with PreciseFP. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing AdvisorEngine Easier conversion and similar reviews of both. Review Source Malise H. Financial Advisor Financial Services Used the software for: 6-12 months ### "The best CRM for workflow" December 5, 2020 5.0 Our workflow is more streamlined, and productivity is at an all-time high! All staff can see what their tasks are for the day, and assigning new tasks is easy. The customer service is also exceptional! The staff are on hand to help you with any queries and are always open to suggestions. Pros Junxure Cloud is easy to use. The dashboard is simple and arranged like tiles, so we never have to look for something. We can arrange these tiles on how we want them to be according to our company's needs. We can see the workflow monitor from anywhere, which is perfect for temporarily working from home. Everything is cloud-based, so no information will go missing. We also love that they are constantly updating the software to align with the ever-changing financial services industry. Cons Being a digital platform means that first-time technology users will struggle for a while. Fortunately, Junxure provides training for all skill levels, and now we can't live without it! Reason for choosing AdvisorEngine The biggest selling point was that they built this CRM with the financial advisor in mind. As they say, "Junxure thinks like an advisor," and no truer words could be spoken! Another major selling point is that everything is cloud-based and is accessible anytime, anywhere. Review Source MAK MD Abu K. Administrator Officer Education Management Used the software for: 6-12 months ### "The best AI advisor Engine!" June 13, 2022 5.0 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. Pros 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. Cons 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. Review Source Erin H. Chief Investment Officer Financial Services Used the software for: 2+ years ### "We are big fans of the team at Junxure. " November 7, 2017 5.0 The biggest benefit of the software is supervising and managing the firm's tasks. Additionally, from a compliance perspective, the software and its reporting is great. Pros What I like best about Junxure is their constant upgrading of the software with additional features. The team is very responsive to client requests and there are a number of features that we have requested that are now part of the software. Cons The biggest weakness historically is that the user had to scroll a little too much to find information. However, with a recent upgrade, the new interface has solved that problem. Review Source AH April H. Office Manager/Executive Assistant Financial Services Used the software for: 1-2 years ### "We love Junxure!" November 20, 2020 4.0 We have been very happy with Junxure Cloud! The other assistant and I use it EVERY day, and it's a life-saver if someone is out of the office. Having everyone following the same workflows, leaving notes in one central location, and having it all at our fingertips makes our office run so smoothly. The team at Junxure is wonderful and are extremely helpful and cheerful when we have questions. Their annual conference is also great - we enjoy seeing what's coming up ahead and knowing that their software is adapting and improving as our industry changes. Pros I don't think I can pick 1 top feature, so I'm going to rave about a few of them :) First, it's so great to have all client information in one easy-to-read location. The Laser App integration is also super helpful - such a time saver! Another great value to us is the Outlook Add-In that captures our emails with clients and links them to their Junxure records. (Any time we don't have to spend saving and archiving is time that can be spent on more important tasks) Lastly, I LOVE the workflow capabilities! Being able to have detailed workflows, with built in prompts and notes, to keep our processes running efficiently and effectively is priceless. Cons It would be nice if Junxure had a calendar built in with scheduling capability. Our previous CRM had a daily or monthly calendar view of meetings, and we do miss it. I also with there was an Albridge add-in that would automatically update account values linked to the Junxure records. Reason for choosing AdvisorEngine We found the features offered by Junxure to be most-aligned with what we were looking for, and the layout to be the most user-friendly by far. Review Source KS Kelly S. Client Relations Representative Investment Management Used the software for: 2+ years ### "Excellent CRM Software" February 5, 2021 5.0 Overall, I really like this software. It keeps me organized and on track to complete my work projects and goals. Pros I use Junxure everyday in my job and after getting used to it I found it very easy to use. I am also in network marketing as a 2nd job and I can't tell you how many times I wished I had Junxure for that. It is easy to track what step of a project we are on and who is responsible for each step. I really like this software. Cons There are a couple of things I wish Junxure would add. First, I wish there was an option to select more than one action when you need to re-assign a date for that action. It would be so nice to just move things all at once. Review Source LH Lisa H. Director of Operations Financial Services Used the software for: 2+ years ### "Junxure is Awesome!" January 20, 2021 5.0 Junxure cloud is awesome! It has helped our firm to streamline processes and organize our daily duties. It is a wonderful communication tool and cuts down on numerous emails. Pros The features I like most are the integrations with, Schwab, Orion, Office 365. I also love the workflows and ability to send bulk emails and track easily. Cons Not being able to mass update due dates of tasks. Issues with syncing Outlook contacts along with multiple employees. Right now we only have one of the employee's contacts being updated daily. Reason for choosing AdvisorEngine Junxure's integrations and the sales team was very good. Review Source JM Jamie M. Principal Financial Services Used the software for: 2+ years ### "JX Cloud fee-only financial advisor" January 21, 2021 4.0 A pretty good value for its price. We are satisfied enough to not be shopping with any regularity and continue to see product improvements rolling out. Pros The ability to build and deploy multi-step workflows across the organization by name or job title Cons It's integration with our other client-related software is lacking Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing AdvisorEngine Cost and familiarity as we were coming off of Junxure Desktop. Review Source PS Paige S. Executive Assistant Financial Services Used the software for: 1-2 years ### "Junxure is a great organizational tool for any office" March 24, 2022 5.0 Pros Junxure is a great organizational tool that is useful for any office. It helps to delegate workflows between employees, keep a detailed record of actions taken on behalf of clients, send out blast emails, and create specific workflows and client lists. Cons It would be helpful to receive notifications whenever a new action is assigned to you by another user. I have also experienced difficulty reaching anyone at customer service in the past - but that issue seems to have been remedied. Review Source TJ TA J. Technology Director Financial Services Used the software for: 2+ years ### "Robust Software" November 19, 2020 4.0 Pros My favorite thing about this software is the ability to customize almost anything. User defined fields and personalized list items have helped my firm track data not offered by other CRMs. If the software doesn't have a feature we need, it is easy to communicate with the developers and come up with a solution. Cons My least favorite thing about this software is the audit logs. They exist and are accessible which is outstanding, but they are hard to generate and read for the average user not familiar with SQL. Review Source MT Michele T. Office Manager Financial Services Used the software for: 2+ years ### "Junxure Cloud User" November 20, 2020 4.0 We are very happy that we switched to Junxure Cloud and would recommend them to anyone in the financial industry. You can store a vast amount of information for each client and pull reports very easily. Pros Junxure was very helpful when we started with them and even more helpful when we switched to the cloud version. Another plus is the customer service is outstanding. Cons Sometimes we feel like information is stores in too many places within a client record and you need to go searching. Review Source VR Verified Reviewer Director of Finance Insurance Used the software for: 6-12 months ### "Amazing CRM, Especially for the Price" March 30, 2021 4.0 Great customer service. They were very helpful in developing a custom report that I needed to look at where things were getting stuck in our prospect pipeline. Pros Cheap and easy to use software that allows for custom reporting, prospect management, and workflow management. Cons Can be clunky to use when you are first getting started. Review Source CD Clark D. Financial Planner Financial Services Used the software for: 2+ years ### "Its ok, but is missing some key features" April 24, 2018 4.0 Pros I like how i can track outstanding tasks for clients of the firm. I also like the ability to have it show up on your task list. Cons I don't like that it doens't have the ability to track expenses for each client. I believe the desktop application could do that. Review Source JB James B. Financial Adviser Financial Services Used the software for: 1-2 years ### "Great Business Management Tool" November 24, 2020 5.0 The overall experience with Junxure has been positive and would definitely recommend it. Pros I really like the ease of working with Junxure. Junxure does a great job with keeping our office organized and run more efficiently. I would recommend Junxure to anyone in the Financial Service industry. Cons Creating Workflows to meet our needs. It is a necessary but tedious. Reason for choosing AdvisorEngine Functionality Review Source KD Karen D. Administrative Operations Assistant Investment Management Used the software for: 2+ years ### "KD Junxure Reveiw 1/20/2021" January 20, 2021 5.0 Keeping the team up to date with the clients Pros The client contact, workflows, tagging and Junxure action feature. Cons Some days it acts up and will slower than usual but most days works really well:-) Review Source ES Eva S. Operations Administrator Financial Services Used the software for: 2+ years ### "Junxure Cloud" January 20, 2021 4.0 Junxure Cloud has enabled me to store more files electronically. Pros The product allows me to save client information. Cons The product is sometimes challenging to navigate. Review Source MB Matt B. Technical Support Specialist Financial Services Used the software for: 6-12 months ### "Acropolis Investment Management Junxure review" September 11, 2020 4.0 Overall, I think that with more time our users will adapt to it, but it has been a rocky transition from desktop. The support and training are/were fantastic so it makes it easy to find answers to our questions. Pros Cloud based, so easier to access from anywhere we may be. Cons There are many features that we used in desktop that either didnt get brought over to Cloud or are more difficult to figure out how to use in Cloud. Review Source IO Isaac O. Document Control and Archive Specialist Financial Services Used the software for: 6-12 months ### "User friendly and many features to customize." November 24, 2020 5.0 Ability to manage client contact data. Pros The customization reports, letter feature and tags. Cons Would like to link to Worldox documents to support action items. 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