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Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.
What is AdvisorEngine?
AdvisorEngine is a comprehensive wealth management technology platform designed specifically for financial advisors and RIAs (Registered Investment Advisors). We provide an integrated suite of tools including CRM, portfolio management, performance reporting, rebalancing, digital onboarding, client portal, and business intelligence to help you operate and grow your advisory practice.
Who uses AdvisorEngine?
Our platform serves a wide range of wealth management professionals including executives, operations teams, technology officers, compliance officers, growth teams, investment teams, and financial advisors. Whether you're running a growing RIA or managing an established firm, AdvisorEngine scales with your business needs.
What makes AdvisorEngine different from other wealth management platforms?
AdvisorEngine is purpose-built for wealth management with an emphasis on operational excellence. Our platform combines powerful functionality with an approachable, connected technology stack. We're not just a software provider, we're a partner that appreciates what it takes to operate a successful financial advisory firm.
How do I get started with AdvisorEngine?
You can schedule a demo with our team to see the platform in action and discuss your specific needs.
What features are included in the AdvisorEngine platform?
Our comprehensive platform includes:
Does AdvisorEngine integrate with other systems?
Yes, our platform is designed to be open, connected and scalable. We consolidate data from various sources to provide a unified view of your business and client portfolios. Contact our team to discuss your specific integration needs.
Is the platform cloud-based?
Yes, AdvisorEngine operates as a cloud-based platform, providing secure access from anywhere while ensuring your data is protected and backed up.
Can I customize the platform to fit my firm's specific needs?
Absolutely. AdvisorEngine is designed to be flexible and adaptable to your unique workflows, investment philosophy, and business processes. Our team works with you during implementation to configure the platform to your specifications.
What is AdvisorEngine CRM?
AdvisorEngine CRM is our purpose-built customer relationship management system designed specifically for wealth management firms. It goes beyond simple note-taking to enable actionable workflows, task automation, and operational excellence.
How does the CRM help with workflow automation?
Our CRM allows you to set up customized workflows to scale your team's daily tasks, ensuring nothing falls through the cracks and enabling consistent client service across your entire firm.
Can multiple team members access the CRM?
Yes, the CRM is designed for team collaboration with appropriate access controls and permissions to ensure data security while facilitating teamwork.
What portfolio management capabilities does AdvisorEngine offer?
Our platform includes comprehensive portfolio management tools such as goals-based planning, data consolidation from multiple sources, automated rebalancing, performance reporting, and flexible fee billing.
How does the rebalancing feature work?
Our rebalancing tools allow you to implement your investment philosophy through sophisticated order management and trading capabilities. The system can automatically identify accounts that need rebalancing based on your criteria and execute trades efficiently at scale.
Can I create custom performance reports?
Yes, you have full control over report creation, scheduling, and delivery. You can design reports that reflect your brand and include the metrics most important to your clients.
What types of fee billing arrangements are supported?
AdvisorEngine supports flexible fee collection methods, allowing you to set up various fee structures that match your business model and automate the billing process.
What is the client portal?
The client portal is a modern, user-friendly interface that allows your clients to access their financial information, view performance reports, communicate with your team, and complete onboarding tasks - all in one secure location.
How does digital onboarding work?
Our digital onboarding solution modernizes the client acquisition process, allowing you to fund new accounts in minutes through streamlined proposals, risk profiling, electronic signatures, and account opening workflows.
Can clients access their accounts from mobile devices?
Yes, the client portal is designed to provide an excellent experience across desktop, tablet, and mobile devices, allowing your clients to stay connected wherever they are.
What kind of support does AdvisorEngine provide?
We offer comprehensive support including migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. Our team is committed to your success.
Do you help with data migration from our current system?
Yes, we have a dedicated migration and onboarding team that helps ensure a smooth transition from your current technology stack to AdvisorEngine.
What training resources are available?
We provide extensive training during onboarding and ongoing educational resources, including our Learning Management System (LMS), to help your team maximize the value of the platform.
Do you offer compliance consulting?
Yes, we provide compliance consulting services to help you navigate regulatory requirements and maintain best practices.
What investment services does AdvisorEngine offer?
Beyond our technology platform, we offer investment services including model portfolios, custom indexing solutions, and portfolio consulting services to support your investment management needs.
Can I use my own investment models?
Yes, you can implement your own investment philosophy and models through our platform, or you can leverage our model portfolios and consulting services.
How does the Business Intelligence feature help my firm?
Our Business Intelligence tools provide visibility into your business performance, allowing you to track key inputs, drivers, and results without relying on spreadsheets. You can monitor metrics like revenue, client acquisition, AUM growth, and operational efficiency.
What types of reports and analytics are available?
The platform provides customizable dashboards and reports covering various aspects of your business, from financial performance to client engagement metrics and team productivity.
How much does AdvisorEngine cost?
Pricing varies based on the size of your firm and the specific features you need. Contact our team to schedule a demo and receive a customized quote.
How long does implementation typically take?
Implementation timelines vary depending on your firm's size, complexity, and current technology stack. Our migration and onboarding team will work with you to develop a realistic timeline and ensure a smooth transition.
Is there a minimum firm size to use AdvisorEngine?
AdvisorEngine is designed to scale with firms of various sizes. Contact us to discuss whether our platform is the right fit for your current stage and growth plans.
How does AdvisorEngine protect my data?
We employ industry-standard security measures to protect your firm's and clients' data, including encryption, secure access controls, and regular security audits.
AdvisorEngine has successfully completed its SOC 2 examination for the fourth consecutive year, with zero exceptions.
Is AdvisorEngine compliant with financial industry regulations?
Yes, our platform is designed to support compliance with relevant financial industry regulations. We also offer compliance consulting services to help your firm maintain regulatory compliance.
Where can I learn more about AdvisorEngine?
You can explore our website for detailed information about each feature, read client testimonials, check out our Action! Magazine for industry insights, browse our blog, or attend one of our events or webinars.
Do you have client success stories?
Yes, we feature client testimonials and case studies on our website showing how real firms are transforming their practices with AdvisorEngine.
How can I stay updated on product developments?
Subscribe to our newsletter, follow us on social media (LinkedIn, Facebook, Instagram, X), and check our blog and Action! Magazine for the latest updates and industry insights.
Still have questions?
Contact our team or schedule a demo to learn more about how AdvisorEngine can transform your wealth management practice.
