Wealth Management Software

"AdvisorEngine is the technology solution that meets all our needs for client onboarding, account opening and website enhancement tools."

Brian Vendig

President and Managing Executive
MJP Wealth Advisors

"Junxure Cloud acts as our hub functioning with all other software solutions as one centralized location for all our client information."

Timothy Admire

CISO, Managing Partner & Director of Operations
Willow Creek Wealth Management

"AdvisorEngine offers an automated platform that fits practically into any advisor-client structure supporting key business processing needs."

Kemi Chavez

Engagement Director
Starlight Portfolios

"AdvisorEngine provides the best service in the business, without question. It is clear that EVERYONE on the team cares about client success."

Amy House

IT & Digital Marketing Specialist
Bedel Financial Consulting

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Purpose built, human centered

Our company ethos is built into the products we deliver.

The future of financial advice is personal, scientific and beautiful.

★Featured Team Member

Jamar Green, Technical Support Specialist

AdvisorEngine™ Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Raj Madan joins AdvisorEngine as Chief Information Officer

Years of leading innovation taught Raj Madan an important lesson: Before you can solve the technological challenge, you have to pay attention to the people around you. “I have my own personal code,”...

Tech stack decisions for breakaway advisors: Where to start, and big mistakes to avoid

You’ve decided to break away and launch a new RIA firm. Congratulations! I’m sure it’s been a major undertaking to get to this point. As you begin to work through the details and navigate your path...

Keeping pace with fintech acceleration: A conversation with Schwab’s Andrew Salesky and AdvisorEngine’s Rich Cancro

We've witnessed some outsized technology impacts on our industry this past year. The pandemic first forced clients and advisors to fully embrace virtual sessions and digital-first advice platforms....

One open technology platform for every wealth management moment

Your value proposition - digitized

Use the full platform...or build a tech stack that uses your existing technology modules

DIGITAL ONBOARDING

CRM

CLIENT PORTAL

GOALS-BASED PLANNING

INVESTMENT FRAMEWORK

TRADING + REBALANCING

REPORTING

FEE BILLING

MARKETING

Our wealth management software plays well with others

These are just some of the great firms that we integrate with

Independent advisors use us to
grow assets and scale operations

"AdvisorEngine is the technology solution that meets all our needs for client onboarding, account opening and website enhancement tools."

"Junxure Cloud acts as our hub functioning with all other software solutions as one centralized location for all our client information."

"AdvisorEngine offers an automated platform that fits practically into any advisor-client structure supporting key business processing needs."

"AdvisorEngine provides the best service in the business, without question. It is clear that EVERYONE on the team cares about client success."

Sign up to receive weekly digital wealth management technology insights and thought leadership

Purpose built, human centered

Our company ethos is built into the products we deliver.

The future of financial advice is personal, scientific and beautiful.

AdvisorEngine™ Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Raj Madan joins AdvisorEngine as Chief Information Officer

Tech stack decisions for breakaway advisors: Where to start, and big mistakes to avoid

Keeping pace with fintech acceleration: A conversation with Schwab’s Andrew Salesky and AdvisorEngine’s Rich Cancro

Let's stay in touch. Get insights delivered to your inbox

One open technology platform for every wealth management moment

Your value proposition - digitized

Use the full platform...or build a tech stack that uses your existing technology modules

DIGITAL ONBOARDING

CRM

CLIENT PORTAL

GOALS-BASED PLANNING

INVESTMENT FRAMEWORK

TRADING + REBALANCING

REPORTING

FEE BILLING

MARKETING

Our wealth management software plays well with others

These are just some of the great firms that we integrate with

Independent advisors use us to grow assets and scale operations

"AdvisorEngine is the technology solution that meets all our needs for client onboarding, account opening and website enhancement tools."

"Junxure Cloud acts as our hub functioning with all other software solutions as one centralized location for all our client information."

"AdvisorEngine offers an automated platform that fits practically into any advisor-client structure supporting key business processing needs."

"AdvisorEngine provides the best service in the business, without question. It is clear that EVERYONE on the team cares about client success."

Sign up to receive weekly digital wealth management technology insights and thought leadership

Purpose built, human centered

Our company ethos is built into the products we deliver.

The future of financial advice is personal, scientific and beautiful.

AdvisorEngine™ Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

Raj Madan joins AdvisorEngine as Chief Information Officer

Tech stack decisions for breakaway advisors: Where to start, and big mistakes to avoid

Keeping pace with fintech acceleration: A conversation with Schwab’s Andrew Salesky and AdvisorEngine’s Rich Cancro

Let's stay in touch. Get insights delivered to your inbox

Independent advisors use us to
grow assets and scale operations