Streamlined process for onboarding new clients. Fund new accounts in minutes. Modernize your proposals, risk profiling, and more.
Approachable, connected, scalable
Designed by advisors for advisors, the AdvisorEngine wealth management platform includes everything necessary to digitize your practice and offer an exceptional client experience. The open architecture, end-to-end platform includes Portfolio Management, CRM, Digital Onboarding, a Client Portal and Business Intelligence.
Our platform is built upon a foundation of partnership, working closely with your firm to understand what results you are looking to achieve and how we can work together to get you from where you are today to where you want to be.
1
Approachable
The software is easy to configure without needing a cadre of consultants to set up and customize to your firm’s specific needs.
2
Connected
Its end-to-end capabilities are purpose-built to optimize your advisory firm across the many touchpoints.
3
Scalable
Capabilities are scalable both as your firm grows and across the different roles in your firm to support the different types of work and client service that will make your firm successful.
Run your firm on a modern, open technology stack
A platform to help you grow, deliver, and scale
Digital Onboarding
CRM
Own your engagement with prospects and maximize the client experience from the very first point of contact – no coding required.
Client Portal
Fully white-labeled environment, empowers clients to be active participants in their pursuit of financial goals.
Performance Reporting
You decide which data points your clients should see, when reports should be generated and delivered, and how you want them to look.
Fee Billing
An automated billing process that adapts to fit your fee schedules and structures. Includes built-in compliance support.
Rebalancing
Automated workflows simplify and streamline the rebalancing process so you can implement your investment philosophy across more accounts more efficiently.
Business Intelligence
Turn vast amounts of data into valuable insights. Identify top-performing advisors according to multiple metrics. Create a culture of data-driven decision making.