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    • Know (every)where
    your clients stand

    Data consolidation with AdvisorEngine can help you provide a holistic approach to financial planning—for each and every client.

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    BENEFITS

    Connect client financial data
    and unlock your value-add

    AdvisorEngine's data consolidation capabilities can help paint a coherent, global financial picture for each of your clients, setting the backdrop your firm needs to provide its best advice.
    Access to critical data Icn
    Connection = Clarity
    By unifying all managed and non-managed account data, advisors can get the perspective they need to provide expertly tailored financial advice across their entire book of business.
    Efficient scalability Icn
    High-quality data in → Enhanced reporting out

    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.

    Complete narrative control Icn
    The integrations you need

    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.

    Access to critical data Icn
    Connection = Clarity
    By unifying all managed and non-managed account data, advisors can get the perspective they need to provide expertly tailored financial advice across their entire book of business.
    Efficient scalability Icn
    High-quality data in → Enhanced reporting out

    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.

    Complete narrative control Icn
    The integrations you need

    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.

    FEATURES

    Powerful data management tools adapt to your business and client needs

    To sustainably optimize investment management and client service, firms and advisors need accurate, timely information on both managed and held-away assets.

    The industry's deepest custodian integrations

    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.

    Open Account Top@2x
    Multi-custody made easy
    AdvisorEngine technology provides a one-stop shop for integrations with multiple custodians, simplifying routine tasks such as account monitoring and maintenance, performance reporting, and billing.
     
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    Outside managed accounts

    In addition to the major custodians, our integrations with other partners such as Pontera and DST provide comparable levels of detail for all non-managed assets, including 401K accounts, helping you to provide the best financial advice possible.

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    A 360 degree view of ALL client data

    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. This complete financial picture feeds directly into our platform tools to support your client service efforts. To ensure your asset data feeds remain highly reliable and easy to manage, our integration features robust workflows that deliver instant visibility, proactive alerts and seamless re-authentication capabilities.

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    Beyond the feed: Holistic reporting for any asset

    Not every client asset comes with a digital data feed. Our Manual Asset account feature provides a streamlined, intuitive tool to incorporate outside assets directly into a client’s profile, eliminating complex CSVs and spreadsheets and bridging the gap in a client’s financial picture.

    Manual Assets History

    Unlock the power of
    comprehensive client data

    See how you can deliver the best financial advice possible.

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