New take on client portal creates a digital environment where advisors can deliver holistic wealth management
NEW YORK (February 8, 2018) – Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent – can use AdvisorEngine technology to establish new connections and deepen existing relationships.
AdvisorEngine, the fintech company that is reimagining how technology can serve financial advisors, today unveiled a completely redesigned environment for advisors to engage with prospects and clients. This digital space enables engagement – driven by prospect, client or advisor – using goals-based financial planning, account aggregation, paperless client onboarding, investment analytics, performance reporting and document sharing as central features.
“The era of periodic client meetings is ending. The best advisors showcase their value to clients every single day.” said Rich Cancro, AdvisorEngine founder and CEO. “Our new tools foster consistent and scalable engagement, leading to better information sharing and more proactive relationship management.”
According to a recent Financial Planning survey, nearly 80 percent of advisors use a client portal in their business – a number that has continued to rise throughout the history of the survey.1
“Many portal offerings are flat interfaces – where clients can see, but not take action. Instead, we designed an environment where advisors and clients can collaborate during key wealth management moments,” said Craig Ramsey, AdvisorEngine COO.
AdvisorEngine’s new environment is incredibly easy to configure, allowing wealth management firms to display custom branding, colors and messaging. It is responsive on any device, creating a seamless experience across desktop, tablet and mobile.
The technology, currently in beta to a select number of advisory firms, is expected to be widely available in the spring. Advisors attending the T3 Technology Conference in Ft. Lauderdale can receive a preview in AdvisorEngine alley – booths 401, 403 and 405 in the exhibit hall. For more information or to schedule a demonstration, email firstname.lastname@example.org.
1 Financial Planning Tech Survey, 2017.
AdvisorEngine is creating the future of financial advice – one that is personal, scientific and beautiful. The company delivers a unified experience across three core groups: client, advisor and business management personnel. AdvisorEngine’s wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. The AdvisorEngine team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. For more information, please visit www.AdvisorEngine.com.