Everything you need in one platform
INTUITIVE CLIENT PORTAL
Our simple and straightforward solution gives your clients the keys to directly access their portfolio. We provide easy-to-understand insights into the activity, positions, and performance of their accounts, all at their fingertips.
SIMPLE ACCOUNT OPENING
Models and asset allocations, select investment instruments, open numerous types of custodial accounts, and move money or ACAT positions. This is all possible, thanks to our simple workflows, digital signatures, customizable approvals, and automated alerts.
POWERFUL TRADE & REBALANCE
Integrating with industry-leading trading platforms, we fully support Separately Managed Accounts, Unified Managed Accounts, Advisor-Managed Models, and Tax-Efficient Trade Management.
COMPREHENSIVE PRACTICE MANAGEMENT
AdvisorEngine's holistic platform tracks clients and prospects across major wealth management activities, by providing institutional-level analytics, performance reporting, and robust billing capabilities, all in one place.
Our pioneering digital advice platform provides a fully customizable roboadvisor solution based on your firm's investment philosophy. You can manage small, geographically-dispersed, smaller or millennial clients with the same tools as you would traditional face-to-face clients.
AdvisorEngine provides a digital record for all your activities, by electronically capturing all client and household data, integrating with custodial information, and storing investment documents electronically, making compliance and regulatory reporting easy.
AdvisorEngine’s offering helps us connect with the next generation of clients while retaining our core approach to financial planning, portfolio construction, and implementation - it’s a single platform for everything we need.
— James Dowd, CFA North Capital
This platform is exactly what we have unsuccessfully been trying to build for years. Having all of these capabilities and aggregated data in one place is transforming how we run our business and ultimately, how we serve our clients.
— Clint Sorenson, Emerald Investment Partners, LLC
When we explored the market for a robust online investment platform, it became clear that AdvisorEngine was the ideal solution. The site is clean, easy to learn, easy-to-use and supports implementation of our portfolios. It’s a great piece to our firm’s suite of services and gives us the opportunity to expand our client base.
— Gina Petrelli, Aldaz Talis Advisors
How AdvisorEngine Works
EVERYTHING IN ONE PLACE
One platform with a seamless experience across workflows, data, and usability.
AdvisorEngine combines a powerful set of features, supported by industry-leading, integrated vendor solutions. No need to juggle multiple, disparate systems.
CONNECTED TO YOUR CLIENTS
We care about relationships, not just numbers. AdvisorEngine helps you see your clients' full financial story.
AdvisorEngine gives you the tools to stay connected to your clients and support their changing needs every step of the way.
ADAPTS TO YOUR NEEDS
Accomplish more, faster. We automate portfolio management, account opening, and help you focus on service.
Financial advisors are innovators and entrepreneurs, and our platform is customizable to support your business model.
GROWTH BACKED BY DATA
Our data and financial analysis engines do the heavy lifting to help you make decisions quickly and easily.
Engage clients via a suite of knowledge-sharing tools, including financial planning recomendations, aggregation of held-away accounts, and up-to-date performance reporting.