Integrations that work for you

Our technology is wide open – we work the way you work

 

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AdvisorEngine Custodian Integration Icon

CUSTODIANS

We work across different custodians so that you can run your business your way.  We are integrated today with several leading firms, with more on the way:

  • Pershing

  • TD Ameritrade Institutional

  • Charles Schwab 

  • Fidelity 


AdvisorEngine Aggregation Integration Icon

ACCOUNT AGGREGATION

We help financial advisors deliver holistic advice by providing full financial visibility for clients across 14,000 financial institutions:  

  • Quovo


AdvisorEngine CRM Integration Icon

CRM

Our CRM integrations enable seamless account management across different client types and households:

  • Redtail

  • Salesforce

  • Junxure


AdvisorEngine Analytics Integration Icon

INVESTMENT DATA + ANALYTICS

We partner with innovative analytics companies who are democratizing access to institutional quality analytics:  

  • FinMason

  • IDC

  • S&P


AdvisorEngine Trading Integration Icon

TRADING & REBALANCING

We provide tax-smart portfolio optimization and automated rebalancing options that scale across different firm setups and trading styles: 

  • iRebal

  • Smartleaf

  • Orion