Client testimonials

From RIAs to global financial institutions, firms across the wealth management spectrum love our platform. Here's what they have to say about us.

"AdvisorEngine is the technology solution that meets all our needs for client onboarding, account opening and website enhancement tools. Partnering with the team at AdvisorEngine has helped us establish our relevance in being contemporary; their solutions help anticipate changes in client behavior."

Brian Vendig, President and Managing Executive of MJP

"Junxure Cloud acts as our hub with all of our other software solutions functioning as the spokes. We strive to ensure that all communications, notes, and documentation are retained within Junxure Cloud to maintain a centralized location for all client information."

Timothy Admire - CISO & Managing Partner, Director of Operations - Willow Creek Wealth Management

"AdvisorEngine offers an automated platform that fits practically into any advisor-client structure."

Kemi Chavez, Engagement Director, Starlight Portfolios

"AdvisorEngine provides the best service in the business, without question. We were curious to see how things would change with both acquisitions, but if anything it has made you all more powerful. It is clear that EVERYONE on the team cares about client success because every time we speak with someone they always go the extra mile to make sure we leave the call happier than when we arrived. We work with so many software providers, none of them ever come close to treating us the way AdvisorEngine does."

Amy House, IT & Digital Marketing Specialist, Bedel Financial Consulting

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