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  1. Citations
  2. CRM and Sales Pipeline Software
  3. advisorengine.com
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advisorengine.com citations

URLs from this domain

Overall Rank

Domain & Page

Occurrences

Citing Responses

Coverage

Platforms

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    AI Citation Profile

    advisorengine.com ranks #43 in the October 2026 CRM and Sales Pipeline Software Citation Index, accounting for 30 citation occurrences across 6 of 891 valid AI responses. The domain appeared across 1 of 15 buyer-need studies and 6 of 7 measured AI platforms. Its strongest citation coverage occurred in CRM for Financial Advisors and Wealth Management Firms.

    Overall Citation Rank
    #43
    Citation Share
    0.45%
    Response Coverage
    0.7%
    Buyer-Need Coverage
    1/15
    Platform Coverage
    6/7
    Unique Cited Pages
    23

    30

    Citation Occurrences

    6

    Citing Responses

    23

    Unique URLs

    6

    AI Platforms

    1

    Studies

    Citations by AI Platform

    1. Anthropic11
    2. OpenAI10
    3. Perplexity5
    4. Kimi2
    5. DeepSeek1
    6. Grok1

    Citations by Study

    1. Best CRM for Financial Advisors and Wealth Management Firms30

    Cited pages from this domain

    Swipe sideways to see all columns.

    Overall RankDomain & PageCitation OccurrencesCitation ShareCiting ResponsesResponse CoverageStudiesPlatforms

    Counting rules, URL normalization, and source-relationship definitions are in the Citation Index methodology.

    How to cite

    Source: LLM Authority Index - CRM and Sales Pipeline Software AI Citation Index…

    Source
    288

    AdvisorEngine CRM

    advisorengine.com/wealth-management-technology/crm
    30.05%30.3%1
    • 3

    Company-owned

    570

    AdvisorEngine — Wealth Management Platform (official website)

    advisorengine.com
    20.03%20.2%1
    • 2

    Company-owned

    571

    AdvisorEngine CRM Practice Management Module

    advisorengine.com/crm/practice-management
    20.03%20.2%1
    • 2

    Company-owned

    572

    AdvisorEngine Data Consolidation

    advisorengine.com/data-consolidation
    20.03%20.2%1
    • 2

    Company-owned

    863

    Enabling the AdvisorEngine CRM Integration

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/4013001001
    20.03%20.2%1
    • 2

    Company-owned

    864

    Audit Log

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/5018000021
    20.03%20.2%1
    • 2

    Company-owned

    1,016

    How advisors use CRM to unclutter their client management

    advisorengine.com/action-magazine/articles/how-advisors-use-crm-to-unclutter-their-client-management
    10.02%10.1%1
    • 1

    Company-owned

    1,017

    AdvisorEngine CRM

    advisorengine.com/best-crm-for-financial-advisors
    10.02%10.1%1
    • 1

    Company-owned

    1,018

    AdvisorEngine CRM Product Information

    advisorengine.com/crm
    10.02%10.1%1
    • 1

    Company-owned

    1,019

    AdvisorEngine FAQ - Wealth Management Platform Questions & Answers

    advisorengine.com/faq
    10.02%10.1%1
    • 1

    Company-owned

    1,020

    AdvisorEngine Client Portal blends intuitive technology and leading design to drive investment advisor-client engagement

    advisorengine.com/newsroom/advisorengine-client-portal-advisor-client-engagement
    10.02%10.1%1
    • 1

    Company-owned

    1,021

    AdvisorEngine Client Portal blends intuitive technology and leading design to drive investment advisor-client engagement

    advisorengine.com/newsroom/advisorengine-client-portal-advisor-client-engagement?hs_amp=true
    10.02%10.1%1
    • 1

    Company-owned

    1,022

    Newsroom — Wealth Management Software | AdvisorEngine

    advisorengine.com/newsroom/all
    10.02%10.1%1
    • 1

    Company-owned

    1,023

    AdvisorEngine Compliance Consulting Services

    advisorengine.com/wealth-management-technology/compliance-consulting-services
    10.02%10.1%1
    • 1

    Company-owned

    1,024

    AdvisorEngine Performance Reporting

    advisorengine.com/wealth-management-technology/reporting
    10.02%10.1%1
    • 1

    Company-owned

    3,990

    AdvisorEngine | Integrations

    advisorengine.comsupport.advisorengine.com/portal/en/kb/advisorengine/crm/integrations
    10.02%10.1%1
    • 1

    Company-owned

    3,991

    Manage Clients Dashboard Report Templates

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/4009003015
    10.02%10.1%1
    • 1

    Company-owned

    3,992

    Creating and Editing Billing Households

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/4010000007
    10.02%10.1%1
    • 1

    Company-owned

    3,993

    Setting Up the AdvisorEngine CRM Client/Record Sync

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/4013001002
    10.02%10.1%1
    • 1

    Company-owned

    3,994

    Site Navigation Overview

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/5004000001
    10.02%10.1%1
    • 1

    Company-owned

    3,995

    Email and Calendar Setup

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/5012000002
    10.02%10.1%1
    • 1

    Company-owned

    3,996

    Fidelity Integration

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/5020004001
    10.02%10.1%1
    • 1

    Company-owned

    3,997

    AdvisorEngine CRM Security

    advisorengine.comsupport.advisorengine.com/portal/en/kb/articles/5024000003
    10.02%10.1%1
    • 1

    Company-owned

    Normalized pages from advisorengine.com that AI research responses cited in this snapshot.