Judges cite innovative approach to engaging and converting prospects as key factor in their decision
NEW YORK (March 21, 2017) – AdvisorEngine, the innovative digital wealth management platform that has become a leader in the financial services industry over the past three years, was named Best On-Boarding in Wealth Management Technology at the 2017 Family Wealth Report Awards Gala last night in New York City. The firm was also named a finalist for the Innovative Client Solution and the Client Communications awards in the wealth management technology category.
“We thank the judges for recognizing our industry-leading technology for client on-boarding,” said Rich Cancro, founder and CEO of AdvisorEngine. “Our platform helps advisors jumpstart new client relationships with a fast, intuitive online account opening workflow. Our easy-to-track dashboards give advisors and their clients full visibility into the process and reduces administrative time.”
AdvisorEngine’s on-boarding supports 18 different account types, including individual, joint, IRA and trust accounts, and provides a choice of electronic signature, click through agreements, or validated print documents. Firms can seamlessly include their advisory agreements, disclosure documents and custodian forms. Both the client and the advisor receive real-time updates regarding the status and funding of the account, and all data is retained for compliance review and oversight.
The fourth annual Family Wealth Report awards was held in New York City on March 2nd. The awards recognized companies, teams and individuals within the global private banking, wealth management, and trusted advisor communities that two panels of judges deem best-in-class and that "demonstrate innovation and excellence" in their respective fields.
This is the second Family Wealth Report Award for AdvisorEngine. The firm previously won in 2016 for outstanding portfolio management platform.
AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides a fully customizable robo-adviso, ashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. More information about the firm, which is headquartered in New York, is available at www.AdvisorEngine.com.