What investment advisors say

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