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.