One open technology platform for every wealth management moment

See for yourself

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

We play well with others

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

https://cdn2.hubspot.net/hubfs/4436636/logo_bnymellon.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_charlesschwab.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_fidelity.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_tdameritrade.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_blackdiamond.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_citiesdigital.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_sharefile.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_constantcontact.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_docupace.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_envestnet.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_finmason.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_ice.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_idc.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_laserapp.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_lplfinancial.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_moneyguidepro.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_morningstar.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_myrepchat.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_office365.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_orion.jpg

https://cdn2.hubspot.net/hubfs/4436636/quovo.png

https://cdn2.hubspot.net/hubfs/4436636/logo_redtail.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_riskalyze.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_s&pglobal.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_salesforce.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_smartleaf.jpg

https://cdn2.hubspot.net/hubfs/4436636/logo_wealthscape.jpg

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

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.

★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.

Junxure CRM reporting is now 6x faster + user performance tips

We are excited to announce new enhancements to our Junxure® product, designed significantly to reduce the time it takes to produce reports. A financial advisor’s time is best spent servicing clients...

Mastering workflows at a financial advisory firm? Attend my upcoming session at >drive2020 to get insight on best practices

Winning a new client is a great feeling for any investment advisor. What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client...

AdvisorEngine's >drive2020 goes virtual

Things are changing fast in the wealth management industry. Last week, AdvisorEngine® CEO Rich Cancro shared his perspective on this moment of “hyper change” we all are experiencing. Client and...

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