FINTRX Platform vs AdvisorEngine

• Ease of Use

  5.0 (1)

• Features & Functionality

  (1)

• Customer Service

  4.0 (1)

• Value for Money

  (1)

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• Ease of Use

  4.3 (24)

• Features & Functionality

  4.1 (24)

• Customer Service

  5.0 (24)

• Value for Money

  4.6 (24)

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Investment banks, hedge funds, private equity funds, venture capital funds, investment advisors, consultants, independent asset raising firms, financial advisors, family offices, RIAs

AdvisorEngine is a wealth management software provider to investment advisors, brokerage firms, and banks.

• Accounting
• Cash Flow Management
• Channel Management
• Client Management
• Customizable Reports
• Fund Management
• Investments Tracking
• Lead Management
• Real-Time Data
• Risk Management

See all features

• Accounting
• Cash Flow Management
• Channel Management
• Client Management
• Customizable Reports
• Fund Management
• Investments Tracking
• Lead Management
• Real-Time Data
• Risk Management

See all features

• Cloud-based
• On-premise

• Cloud-based
• On-premise

• In Person
• Live Online
• Webinars
• Documentation

• In Person
• Live Online
• Webinars
• Documentation

• Email/Help Desk
• FAQs/Forum
• Knowledge Base
• Phone Support
• 24/7 (Live rep)
• Chat

• Email/Help Desk
• FAQs/Forum
• Knowledge Base
• Phone Support
• 24/7 (Live rep)
• Chat