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Data consolidation with AdvisorEngine can help you provide a holistic approach to financial planning—for each and every client.
With AdvisorEngine, your firm and advisors will gain a deeper understanding of performance dynamics, giving you confidence and insights to help maximize every client interaction.
Not only is data organized neatly in one place, it also feeds directly into all other areas of the wealth management platform, including performance reporting.
To sustainably optimize investment management and client service, firms and advisors need accurate, timely information on both managed and held-away assets.
Custodian connectivity, a key strength of AdvisorEngine's wealth management platform, ensures the highest quality data for all managed assets. Our team's daily processes help to ensure accuracy, reliability and functionality to support your business and its clients.
In addition to the major custodians, our integrations with other partners such as DST provide comparable levels of detail for all non-managed assets, helping you to provide the best financial advice possible.
Through MX, our data aggregation services partner, we can pull in held-away client information daily from thousands of banks, custodians and other financial institutions, all feeding directly into our platform tools in support of your client service efforts.
See how you can deliver the best financial advice possible.