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Financial Services Software

AdvisorEngine

Wealth management platform combining CRM, portfolio management, rebalancing and client portal for advisory firms

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  • Relationship Tracking
  • Online
  • Business Hours
  • Documentation
  • +20 more
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About AdvisorEngine

AdvisorEngine is a technology platform for financial advisory firms. It joins customer relationship management, portfolio tools, onboarding and a client portal so a firm can run its practice on a connected set of systems.

What AdvisorEngine offers

  • CRM — contact management, practice management, dashboards and growth tools, including the Junxure Evolution product.
  • Portfolio management — performance reporting, rebalancing and fee billing.
  • Planning and investing tools — goals-based planning, models and portfolio consulting services.
  • Client engagement — digital onboarding and a client portal.
  • Business management — business intelligence reporting.
  • Services — data conversion, migration, training and support.

Who it works with

Its customers are wealth managers and financial advisory firms.

Key facts

  • Delivery: cloud-based.
  • Integrations: an open technology stack with third-party links.
  • Content: publishes Action! magazine, a blog and webinars.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Relationship Tracking
  • Online
  • Business Hours
  • Documentation
  • Webinars
  • Live Online
  • In Person
  • iPhone / iPad
  • Web-Based, Cloud, SaaS
  • Profit/Loss Statement
  • Balance Sheet
  • Budgeting/Forecasting
  • Android
  • Asset Management
  • Account Alerts
  • General Ledger
  • Expense Tracking
  • Customer Engagement
  • Channel Management
  • Analytics
  • Lead Management
  • Performance Management
  • Access Controls/Permissions
  • Data Import/Export

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Delivery
SaaS (cloud) evidence sent

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