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Blog Feature

AdvisorEngine  |  Integrations  |  Wealth Management

How AdvisorEngine, Smartleaf and BNY Mellon’s Pershing Integrate for Modern Trading and Rebalancing

If you’re an operations leader at a wealth management firm looking to modernize your trading and rebalancing - you’re in luck. AdvisorEngine has gone live with a new and ambitious trading integration:  an end-to-end trade support cycle that leverages Smartleaf’s model-driven rebalancing capabilities with BNY Mellon’s Pershing technology - combined with AdvisorEngine know-how. AdvisorEngine integrates across multiple custodians, enabling advisors to embrace innovation without disrupting their business.

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