One technology platform for every wealth management moment

Paperless Onboarding

Client Portal

CRM

Model Portfolios

Digital Wealth

Fee Billing

Purpose-built

A modern experience for three groups:
advisors, operations personnel and clients

ADVISOR EXPERIENCE

Financial planning, portfolio construction tools and client relationship management

BUSINESS OPS EXPERIENCE

Bird's-eye-view analytics and compliance record keeping for the enterprise

CLIENT EXPERIENCE

Digital onboarding and client portal to demonstrate advisor value 24/7

Flexible and powerful

We take an open-architecture approach across custodians, investments and technology solutions.
We work with your brand, your investment philosophy, your workflows and your relationships

	Open Architecture
	White Label
	Enterprise Controls

See for yourself

Explore how we can work together using the industry's
most advanced wealth management technology platform

The future of financial advice

Team of experts here for you

Make sure to check out the latest thought leadership from our AdvisorEngine blog

Tips for Women in Wealth Management: How Sarah Thomas Broke the Glass Ceiling in the NFL

Growing up as a multiple sport athlete, I really never had an appreciation for the umpires and referees. That is, until I went to college, where I had the opportunity to work in the intramural...

How Bowers Wealth Management Streamlines its Processes with a Wealth Management CRM

Based in Penryn, California west of the lofty Sierra range, Karsten Dornseif makes up half of the two-man fee-only RIA shop of Bowers Wealth Management, Inc. While the firm’s office is based over the...

How CRM Helps Financial Advisors Deliver Personalized Newsletters with Ease

As the seasons change and holidays come and go, it's very important that you keep in touch with your clients in different ways. Newsletters can be an effective tool for doing so – allowing you to...