AdvisorEngine

AdvisorEngine supplies a technology platform for wealth management and financial advisory firms in the United States. It gathers the main systems an advisory practice relies on, from client records to portfolio rebalancing, into one connected stack.

What AdvisorEngine offers

• Advisory CRM — a client relationship system built around how advisory firms operate, with workflows that turn notes into follow-up tasks.
• Portfolio management and rebalancing — tools for building and running a firm's investment process for advisors and operations staff.
• Digital onboarding — account opening and client intake handled online with a personalised experience.
• Client portal — an online space where a firm's clients can see their information.
• Business intelligence — reporting on the firm's data and activity.
• Investment management services — offered through AdvisorEngine Portfolio Solutions Inc., a registered investment adviser.

Who it works with

Financial advisory and wealth management firms, including their advisors and operations teams.

Key facts

• Based in: United States
• Affiliate: AdvisorEngine Portfolio Solutions Inc., a registered investment adviser
• Events: runs a yearly client conference