One open technology platform for every wealth management moment

AdvisorEngine Client Portal Module 1-1

Your value proposition - digitized

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

DIGITAL ONBOARDING

Truly digital client onboarding and account opening

CRM

The CRM that thinks like an advisor

CLIENT PORTAL

Holistic engagement across your clients' financial lives

GOALS-BASED PLANNING

Simple, intuitive financial planning tools

INVESTMENT FRAMEWORK

Your custom investment framework, or pre-built models

TRADE REBALANCING

Tools to implement your investment philosophy at scale

REPORTING

Turn data into insights - for your clients or your colleagues

FEE BILLING

Streamline operations and increase revenue visibility

MARKETING

Optimize your online presence and attract more prospects

We play well with others

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

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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. Partnering with the team at AdvisorEngine has helped us establish our relevance in being contemporary; their solutions help anticipate changes in client behavior.

Brian Vendig, President and Managing Executive of MJP

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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

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