AdvisorEngine CRM vs. Centrex Software
A side-by-side comparison based on G2 review data.
| Metric | AdvisorEngine CRM | Centrex Software |
|---|---|---|
| Overall rating | 4.0 | 4.8 |
| Review count | 26 | 10 |
| Ease of use | 8.0 | 10.0 |
| Ease of setup | 8.4 | 10.0 |
| Quality of support | 8.9 | 9.7 |
| Meets requirements | 8.7 | 10.0 |
| NPS | 23.076923 | 80 |
| Small Business | 92.3% | 88.9% |
| Mid-Market | 7.7% | 11.1% |
| Enterprise | 0.0% | 0.0% |
| Total page views | 85 | 104 |
| Total LLM citations | 484 | 257 |
AdvisorEngine CRM
AdvisorEngine CRM is built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business, offering specific workflow automation and exceptional client service. AdvisorEngine CRM features deep integrations with many custodians and major portfolio management, reporting, and back-office solutions to enhance advisor productivity and create a centralized user experience. Our team is always ready to assist all levels of user support, from general “how-to” primers to deep technical questions via email, phone, or with a screen sharing session.
Centrex Software
Centrex Software is a consumer and business finance dedicated CRM and loan servicing software platform for brokers, direct funders, and investors. Rid yourself of trying to string multiple technologies together to run your finance business. Centrex brings everything that you need all under one roof. From CRM, email and SMS marketing, website integrations, deal opportunity management, to pulling credit, bank statements, ACH processing, servicing, accounting, broker portals, and client portals