t3, Joel Bruckenstein, Client Portal, pr, Financial Advisors, Financial Planners

AdvisorEngine Unveils New Experience for Prospects and Clients

New take on client portal creates a digital environment where advisors can deliver holistic wealth management

 NEW YORK (February 8, 2018) – Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent – can use AdvisorEngine technology to establish new connections and deepen existing relationships.

AdvisorEngine, the fintech company that is reimagining how technology can serve financial advisors, today unveiled a completely redesigned environment for advisors to engage with prospects and clients. This digital space enables engagement – driven by prospect, client or advisor – using goals-based financial planning, account aggregation, paperless client onboarding, investment analytics, performance reporting and document sharing as central features.

“The era of periodic client meetings is ending. The best advisors showcase their value to clients every single day.” said Rich Cancro, AdvisorEngine founder and CEO. “Our new tools foster consistent and scalable engagement, leading to better information sharing and more proactive relationship management.”

According to a recent Financial Planning survey, nearly 80 percent of advisors use a client portal in their business – a number that has continued to rise throughout the history of the survey.1

“Many portal offerings are flat interfaces – where clients can see, but not take action. Instead, we designed an environment where advisors and clients can collaborate during key wealth management moments,” said Craig Ramsey, AdvisorEngine COO.

AdvisorEngine’s new environment is incredibly easy to configure, allowing wealth management firms to display custom branding, colors and messaging. It is responsive on any device, creating a seamless experience across desktop, tablet and mobile.

The technology, currently in beta to a select number of advisory firms, is expected to be widely available in the spring. Advisors attending the T3 Technology Conference in Ft. Lauderdale can receive a preview in AdvisorEngine alley – booths 401, 403 and 405 in the exhibit hall. For more information or to schedule a demonstration, email info@advisorengine.com.

1 Financial Planning Tech Survey, 2017.



AdvisorEngine is creating the future of financial advice – one that is personal, scientific and beautiful. The company delivers a unified experience across three core groups: client, advisor and business management personnel. AdvisorEngine’s wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. The AdvisorEngine team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. For more information, please visit www.AdvisorEngine.com.

pr, Financial Advisors, Financial Planners, TD Ameritrade, Digital Advice, Veo One

AdvisorEngine is Now Fully Integrated with Veo One

AdvisorEngine is one of six new Veo One integrations since June 2017

ORLANDO (February 1, 2018) – As the accelerating pace of technology change raises the bar for independent registered investment advisors (RIAs), TD Ameritrade Institutional1 is helping clients envision how the latest advances can impact their firms and explore ways they can raise their own technology game and remain relevant in a quickly evolving industry.

Some 2,000 RIAs got a glimpse of tomorrow’s technology during TD Ameritrade Institutional’s annual RIA conference, 2018 National LINC, where they were able to rub elbows with virtual reality and digital assistants, match wits with artificial intelligence and demystify blockchain. Advisors experienced exponential technologies that may someday have applications in wealth management, such as augmented reality, virtual reality and brain-to-computer technology.

“These days, you can imagine the future and then, before you know it, what once seemed impossible has become reality,” said Tom Nally, president, TD Ameritrade Institutional. “We want to give independent RIAs the tools and capabilities they need to navigate a rapidly changing world, so that they may continue being drivers of disruptive change for the better.”

Indeed, TD Ameritrade Institutional has delivered several technology tools and services that advisors can be excited about in the here and now.

With enhancements to Veo One and iRebal, and the introduction of Model Market Center and the FA Insight Benchmarking Tool, TD Ameritrade Institutional offers the tools, services and functionality that can help advisors compete in a digital world. LINC attendees could see these and other new technologies in “Veo Village,” where 85 innovators are gathered to exhibit their latest and greatest.

Veo One Enhancements

TD Ameritrade Institutional extended its technology lead in the investment advisor space when it launched Veo One, a next-generation advisor platform that consolidates all of an advisors Veo-integrated technology tools into one desktop with a single sign-on.

In the past year, TD Ameritrade Institutional clients have realized the benefits of Veo One’s deep integrations with popular tools, which lets advisors move seamlessly among applications and automates routine workflows, saving them time and unlocking new efficiencies. In the coming year, TD Ameritrade expects to train and onboard 2,000 more firms. They also continue to make Veo One better.

TD Ameritrade Institutional has added 47 new features and functions, available on legacy Veo, to the Veo One platform in the past year. The result: Veo One has essentially all of the capabilities and functions of the legacy Veo. At the same time, Veo One continues to integrate more technology tools and services to its open-architecture platform, increasing its utility to more advisory firms who want to leverage technology investments they already made.

Just as they added 138 third-party technology tools since launching the Veo Open Access integration platform in 2011, TD Ameritrade Institutional will keep adding applications to Veo One over time.

AdvisorEngine is one of six new Veo One integrations since June 2017:

1. AdvisorEngine

2. Advyzon

3. Blueleaf

4. Envestnet – Tamarac

5. RightCapital

6. Wealthbox

Veo One now features 22 integrated applications from 20 technology companies. These six new additions (listed above) join 16 tools and services previously integrated with Veo One:

· AdvisoryWorld

· DocuSign

· eMoney

· Envestnet - Finance Logix

· iRebal on Veo

· Junxure Cloud

· Laser App Anywhere

· Laserfiche Cloud

· MoneyGuidePro

· Morningstar AWS

· Morningstar Office

· Orion

· Redtail

· Salesforce

· SS&C Advent - Black Diamond

· thinkpipes

Do More with Veo One

Advisors on TD Ameritrade Institutional’s Veo platform now also have access to more tools, widgets and workflow automations, such as an account opening wizard, a status tracker and remote deposit capture. The Veo Advanced Alerts platform lets different third-party systems receive updates from the Veo custody platform and communicate with each other, realizing even greater gains in efficiency.

In 2018, they made Veo One even more powerful by delivering big data and analytics tools right to advisors’ desktops, helping advisers gain critical knowledge about their firm’s performance and how they stack up against their peers. The first offering from Veo One Analytics, available now, is the FA Insight Benchmarking Tool, powered by more than 15 years of industry data on business performance, compensation and other key metrics important to business-owners.

Delivering meaningful innovation like this is a top priority for TD Ameritrade Institutional, as well as elevating awareness of the opportunities – and challenges – that come with change. With new tools and new capabilities, combined with expert consulting support, TD Ameritrade Institutional seeks to help RIAs navigate and embrace change.

“In order to stay relevant in this time of exponential change, advisors must adopt a future-forward mindset – an ability to play their businesses forward not just the next four quarters but the next five to 10 years,” said Nally. “A changing world doesn’t have to be intimidating or frustrating. We think it’s an opportunity and a good reason to be excited about tomorrow.”

To Learn More

To learn more about Veo One, iRebal on Veo or the FA Insight Benchmarking Tool, TD Ameritrade Institutional clients can contact their relationship manager. Other advisors can call them at (800) 934-6124.

Access to the Veo platform’s open access capabilities is provided as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo Open Access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed.

FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade Inc. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

iRebal on Veo is a technology offering of TD Ameritrade Institutional and is powered by iRebal. iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based, independent RIAs and their clients. Their advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

About TD Ameritrade Holding Corporation

TD Ameritrade provides investing services and education to more than 11 million client accounts totaling more than $1 trillion in assets, and custodial services to more than 6,000 registered investment advisors. The firm is a leader in U.S. retail trading, executing more than 700,000 trades per day for our clients, nearly a quarter of which come from mobile devices. It has a proud history of innovation, dating back to our start in 1975, and today their team of 10,000-strong is committed to carrying it forward. They are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or read the stories at Fresh Accounts.

Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC

1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation

Source: TD Ameritrade Holding Corporation

View source version on businesswire.com: http://www.businesswire.com/news/home/20180201005103/en/

Source: TD Ameritrade Institutional

Junxure, CRM, wisdomtree, robo, pr, Financial Advisors, Financial Planners, Wealth Management, Investment Advisors, Platform, B2B

AdvisorEngine Acquires Junxure and Raises Additional Growth Capital

Combination enables financial advisors to incorporate smart automation across investment and business processes - regardless of CRM provider

NEW YORK and RALEIGH, N.C. (Jan. 2, 2018) -- AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, has acquired CRM Software, Inc., better known as Junxure – provider of the industry's most awarded CRM ("client relationship management") software with a 98 percent client satisfaction rate1 across 12,000 users managing over $600 billion in assets. The combined company will pair digital solutions with consulting services to help financial advisors use technology as a competitive advantage.

The acquisition further enhances AdvisorEngine's open-architecture ecosystem and continues the company's approach of connecting disparate technologies, data and workflows to create a unified user experience. Junxure users will not experience any changes in service and will continue to be supported by their dedicated Junxure client success team.

"The next frontier of innovation within financial services is happening at the intersection of personal relationships, data science and automation – which makes native CRM functionality especially powerful," said Rich Cancro, AdvisorEngine Founder and CEO. "I am thrilled to bring the companies together while maintaining Junxure's culture of innovation and independence."

"This combination opens up new possibilities for Junxure clients across prospecting, client engagement, financial planning, portfolio construction and business operations," said Greg Friedman, Junxure President and Co-Founder. "Having known Rich for years, I am truly excited about this next chapter for Junxure clients and employees."

As part of the acquisition, WisdomTree Investments, Inc.—the global ETP sponsor driven by research and technology, and AdvisorEngine's largest shareholder—has committed to lend up to $30 million of working capital to AdvisorEngine, including providing an initial funding amount of $22 million today. The majority of the proceeds will be used to fund the acquisition, with the remainder to be used for future technology development and other growth initiatives.

"WisdomTree is proud to be part of AdvisorEngine's open-architecture ecosystem," said Jarrett Lilien, Executive Vice President–Head of Emerging Technologies for WisdomTree. "We see compelling opportunities to help advisors create operational alpha through technology and differentiate investment performance through smart portfolio construction."


The concept behind Junxure began in 1995, when financial advisor Greg Friedman was searching for a way to scale his business without compromising personal service. "I was frustrated because there were no providers out there who actually understood how my advisory business worked," Friedman added. "So, I built my own solution. I didn't set out to build a CRM company, but over the years people started asking if they could use our technology."

Since launching its purpose-built CRM for financial advisors in 2001, Junxure has built a loyal user base, including financial advisors, operations leaders and business management personnel. Today, many Junxure users spend more time in Junxure than any other financial software application. Recently, the firm's Junxure Cloud® product was recognized at the 2017 Wealthmanagement.com Awards as the industry's top CRM.


"As the companies are integrated, Junxure clients will gain access to a beautiful user experience that is unified across business management personnel, financial advisors and their clients," Friedman said. "AdvisorEngine uses design as differentiation."

AdvisorEngine offers prospecting and client engagement tools, paperless client onboarding, account aggregation, CRM, goals-based financial planning tools, model portfolios, portfolio construction analytics, compliance monitoring tools, performance reporting and fee billing. Beginning immediately, AdvisorEngine will invest significantly in CRM-related initiatives to further enhance Junxure functionality and integrate more deeply with third-party technology companies, including other CRM providers. 

"AdvisorEngine is fully committed to an open-architecture technology framework. We know that every advisory firm is different, so we believe in delivering powerful workflows that are CRM-agnostic," Cancro said. "Regardless of their contact management system of choice, all AdvisorEngine users will benefit from the Junxure acquisition."


"AdvisorEngine will benefit tremendously from the experience and leadership of the Junxure team. We expect to retain Junxure employees and will make new hires across our offices in Atlanta, New York and Raleigh," said AdvisorEngine Chief Operating Officer Craig Ramsey.

Chris Lybeer, AdvisorEngine General Manager, will lead the integration of the firms, ensuring close coordination across AdvisorEngine's offices. Carly de Diego, AdvisorEngine Head of Advisor Solutions, will oversee the client success organization, ensuring consistent client service.

Junxure employees will take on key leadership roles in the combined company. Greg Friedman will serve as a strategic advisor and speak at AdvisorEngine workshops around the country. Junxure Vice President Mike Sbrocco—a finance and operations executive with public company experience at digital creative agency Isobar—has been named AdvisorEngine Chief Financial Officer, overseeing finance and human resources for the combined business. Junxure Chief Information Officer Tim Betts—a technology executive with previous experience at Charles Schwab, LMS Medical Systems, GE Healthcare and IBM—has been named AdvisorEngine Chief Information Officer, overseeing all technology efforts for the combined business.


AdvisorEngine builds powerful and intuitive technology for financial advisors. The company delivers a unified experience across three core groups: client, advisor and business management personnel. AdvisorEngine's wealth management technology platform operates at the forefront of the industry, applying smart automation to mission-critical advisor activities. The AdvisorEngine team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. For more information, please visit www.AdvisorEngine.com.


CRM Software, Inc. (d/b/a Junxure) was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96 percent. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.


WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York.  WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $48.9 billion in assets under management globally.  For more information, visit their Investor Relations website

1 Based on 2017 internal user survey.

Media contact:

Jessica Shores
Impact Communications
(800) 974-7753


pr, Financial Advisors, Family Wealth Report, Industry Award, On-Boarding, Technology, Financial Planners

AdvisorEngine Named Best On-Boarding Technology at 2017 Family Wealth Report Awards

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. 

Advisors interested in a demonstration of AdvisorEngine’s on-boarding capabilities can go to www.advisorengine.com or email info@advisorengine.com for personalized consultation and advice.


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.