AdvisorEngine vs. FloQast
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 AdvisorEngine | N/A | N/A | AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine integrates with various technologies and financial services CRMs such as the company's own Junxure, as well as Redtail, Salesforce, and other tools. | N/A |
 FloQast | Score9.5 out of 10 | Mid-Size Companies (51-1,000 employees) | FloQast offers their financial close software to streamline accounting month end close, simply providing automation around reconciliation and eliminating human error, and visibility via a close status dashboard, as well as providing a complete audit trail. | N/A |
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
| Offerings |
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| Entry-level Setup Fee | No setup fee | Required | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Consolidation and Close |
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| AdvisorEngine | FloQast | |
|---|---|---|
| Likelihood to Recommend | - | 9.2 |
| Likelihood to Renew | - | 9.1 |
| Usability | - | 9.8 |
| Availability | - | 9.1 |
| Performance | - | 9.1 |
| Support Rating | - | 10.0 |
| In-Person Training | - | 9.1 |
| Online Training | - | 7.4 |
| Implementation Rating | - | 9.1 |
| Configurability | - | 8.3 |
| Ease of integration | - | 9.1 |
| Product Scalability | - | 9.0 |
| Vendor post-sale | - | 9.1 |
| Vendor pre-sale | - | 9.1 |