One open technology platform for every wealth management moment


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Your value proposition - digitized

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


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We play 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. 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.

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★Featured Team Member

Jamar Green, Technical Support Specialist


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