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    • Your complete

    wealth management 

    platform

    Deliver a modern experience for your colleagues - and your clients - in one open technology stack

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    As seen in

    Bring it all together

    AdvisorEngine-Platform-1
    Digital Onboarding

    Account opening + funding
    Investment selection
    Goals-based planning + risk profiling
    Integrations with the four major custodians

    Client Portal

    Account aggregation
    Advisor-client communication
    Document storage
    Advisor-driven, client-driven, or hybrid approach

    AdvisorEngine-Platform02
    Portfolio Management

    Rebalancing
    Performance reporting + investment analytics
    Model management
    Fee billing

    CRM

    Purpose-built functionality
    Advanced workflows
    Deep third-party integrations
    Approachable, actionable data + dashboards

    Business Intelligence

    Business dashboards
    Revenue analytics
    Enterprise role management
    Compliance and risk tools

    A better way to work

    Simplify

    'Digitize' the things that make your firm special - allowing all of your clients to receive a consistently amazing experience

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    Stay in sync

    Bring in data from other technology solutions

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    END-TO-
    END

    >

    WEALTH
    MANAGEMENT

    01.

    Modular Functionality

    Use all the features you need - and none that you don't

    02.

    Actionable Data

    Pull in automated data from custodians and fintechs

    03.

    Customizable Models

    Implement your firm's investment philosophy

    Let's get started

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