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One open technology platform for every wealth management moment

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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

TRADING + 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

See all modules

Our wealth management software plays 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."

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.

AdvisorEngine’s Schwab Integration: A conversation with our leadership

AdvisorEngine® announced the completion of the integration with Schwab Advisor Center®. For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end...

Client segmentation for financial advisors: How to implement

Advisory firms are moving beyond the traditional classification of clients by their assets and the revenue they generate. In this second part of our AdvisorEngine Learning Center’s series, client...

8 ways to CRM success for financial advisors

Financial advisors often ask, “What can I do to drive CRM success at my firm?” Implementing, adopting, and maximizing a CRM system is a challenge for any organization. It’s a change that requires...

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