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AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
NEW YORK, May 19, 2026 – The Oasis Group, a leading technology consulting firm specializing in wealth management, in collaboration with AdvisorEngine Portfolio Solutions, Inc. (AEPS), today released...
New Orleans, Louisiana, March 10, 2026 – Intelligent tax management capabilities and customizable workflows combine with innovative solutions to deliver advisors flexibility and sophistication to...
New York, New York, February 24, 2026 – Also delivers modern mobile app experience, advisors need to meet rising client expectations and strengthen competitive position
New York, New York, January 22, 2026 – Veteran wealth management innovator named company’s first Head of AI; charged with building upon AdvisorEngine’s AI-ready foundation of deep data, platform...
New York, New York, June 23, 2025 – AdvisorEngine has significantly enhanced its Portfolio Construction Workflows, Trading & Rebalancing, Performance Reporting, Fee Billing and Cash Management...
Tampa, Florida, May 28, 2025 – AdvisorEngine integrates with custodian services provider focused on independent investment advisory firm growth
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
New York, New York, May 15, 2025 – AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
Fort Mill, South Carolina, April 23, 2025 – Leading industry research provider and wealthtech provider team up to provide financial advisors with empirical analysis of AI note-taking applications.
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
New York, April 2nd, 2024 – Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience...
New York, March 13, 2024 – Advisory firms on AdvisorEngine platform gain broader access to key portfolio data
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
New York, March 5, 2024 – New partnership gives advisors greater visibility into clients’ retirement accounts for better informed, comprehensive portfolio guidance
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
Las Vegas, January 23, 2024 –
New York, January 17, 2024 – New AdvisorEngine integration with Schwab’s iRebal® platform deepens portfolio management capabilities; streamlines trading and rebalancing workflows Digital onboarding...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
Philadelphia, November 1, 2023 – Exclusive collaboration with Schwab Advisor Services showcases insights from its executives, practice management advice and inspiring profiles. AdvisorEngine®, the...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
New York, June 14, 2023 – Dane will help AdvisorEngine clients use data and technology to scale; his experience includes both traditional wealth management and artificial intelligence (AI) fintech...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
Tampa, March 15, 2023 –
TAMPA, March 14, 2023 – AdvisorEngine® unveiled at the Technology Tools for Today (T3) conference enhanced portfolio management abilities, creating a compelling option for investment advisory firms...
San Mateo, CA and New York, NY – October 11, 2022 –
NEW YORK, September 29, 2022 – AdvisorEngine® announced today new data visualization dashboards that provide insights tailored to specific roles across key wealth management focus areas. The...
NEW YORK, September 13, 2022 – Wealth management practitioners gained access to a new resource today with the launch of Action! magazine, available now in print and digital format. The publication,...
NEW YORK, June 1, 2022 – AdvisorEngine®, the financial experience company, announced today the release of its upgraded portfolio management suite as part of the company's wealth management platform.
SAN MATEO, April 11, 2022 – Franklin Templeton and AdvisorEngine today announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA...
AdvisorEngine updates, rebrands Junxure CRM platform → AdvisorEngine, a provider of CRM and portfolio management tools for wealth managers, announced the rebranding of customer relationship...
The Successor to Junxure Looks Promising→ AdvisorEngine®, the provider of client relationship management (CRM) and portfolio management technology, has just announced the launch of AdvisorEngine CRM....
AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM→ AdvisorEngine is dropping the Junxure brand from its cloud-based client relationship management tool, renaming the system...
2022 Predictions in Digital Wealth→ Happy 2022 from the Digital Wealth News team! The new year is officially here and with it, we are continuing our series “2022 Predictions in Digital Wealth from...
NEW YORK, January 18, 2022 – AdvisorEngine®, the financial experience company and provider of client relationship management (CRM) and portfolio management technology, announced today the...
Telemus Digital combines benefits of a robo-advisor with live advisor support→ After a soft launch in the spring, Telemus Digital is now available to investors who enjoy the ease of use of an...
NEW YORK, September 30, 2021 – AdvisorEngine®, the financial experience company and provider of industry-leading CRM and portfolio management technology, announced three new leadership hires: George...
NEW YORK, July 27, 2021 – AdvisorEngine®, the financial experience company and provider of industry-leading CRM and portfolio management technology, has completed a rigorous search for a Chief...
Fidelity Expands and Enhances Tech Platform for Advisors→ AdvisorEngine, Advyzon, Agreement Express, Laser App, Orion and 55ip Among New and Enhanced Integrations Fidelity Increased Real-Time...
Schwab Exec Discusses Why the Advice Industry Isn't Fully Digital Yet→ Schwab continues to look for ways to expand Schwab Advisor Center digital functionality. The pandemic-driven increase in digital...
AdvisorEngine finalizes integration with Schwab→ The integration of the two technologies is mutually beneficial, giving RIAs access to Schwab client data and AdvisorEngine's adviser toolbox.
AdvisorEngine Expands Schwab Integration→ Marking a milestone for AdvisorEngine, the Franklin Templeton-owned firm now has integrations with all major custodians.
NEW YORK, April 20, 2021 – For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform. AdvisorEngine®, the financial experience...
TAMPA, FL, February 18, 2021 -- Independent Financial Partners (IFP), an SEC-registered investment advisor and broker-dealer specializing in wealth management and retirement plan consulting,...
Franklin Templeton Combines Award-Winning Research with Machine Learning in New Goals Optimization Engine →
Fidelity® Now Offers Even More Flexibility to Intermediary Clients Through Updates to Integration Xchange, Its Industry-Leading, Open Architecture Digital Store →
3 Questions: Rich Cancro on Selling Firm to Franklin Templeton → Investment News' Matt Ackerman caught up with Rich Cancro, Founder of AdvisorEngine, to get the answers: How did the deal go down?
Franklin Templeton Buys AdvisorEngine in Bigger Play for Advisor Desktop → Franklin Templeton is the latest asset manager to embrace a new role: technology provider to independent financial advisors.
SAN MATEO & NEW YORK, May 6, 2020 – Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced that it has acquired...
AdvisorEngine's CRM deepens ties with Schwab → AdvisorEngine’s client relationship management (CRM) software has added an integration with Charles Schwab.
RALEIGH, December 4, 2019 – As introduced at Schwab’s IMPACT® conference, AdvisorEngine – the financial experience company – announced that Junxure, an end-to-end digital client relationship...
3 Questions With David Coyle Of AdvisorEngine → David Coyle is senior vice president and head of business development at AdvisorEngine, where he is responsible for all aspects of business development...
Inspiring FinTech Female Leaders 2019: AdvisorEngine’s Carly de Diego→ NYC FinTech Women's Inspiring FinTech Females of 2019 embody the mission of our organization: to strengthen the FinTech...
NEW YORK, November 13, 2019 – AdvisorEngine, the financial experience company that delivers a client relationship management system (CRM) and digital wealth management platform, today announced...
Junxure Fact or Fiction with AdvisorEngine’s Kathy Crowley → What can advisors do to leverage their CRM to stand out? AdvisorEngine's Kathy Crowley explains what helps Junxure to stand out from the...
NEW YORK & RALEIGH, May 2, 2019 – AdvisorEngine announced today that its wholly-owned subsidiary, CRM Software Inc, known as Junxure, is deploying integrations with Orion Advisor Services, Constant...
NEW YORK, April 24, 2019 – Independent Financial Partners ("IFP"), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting,...
NEW YORK, January 31, 2019 – AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the...
AdvisorEngine’s Impressive Coming Out Party → I recently attended the first ever AdvisorEngine Conference, and I was impressed. This event presented several challenges for the AdvisorEngine...
NEW YORK, October 12, 2018 – WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, and PIMCO, a leading global...
NEW YORK, October 12, 2018 – Powered by WisdomTree, the new tool serves as a resource for advisors with unique features including portfolio optimization, portfolio comparison, reporting, and stress...
NEW YORK, July 23, 2018 – New billing engine delivers customizable fee structures and powerful revenue analytics. AdvisorEngine, the financial experience company, is helping advisory firms tackle the...
NEW YORK, June 13, 2018 – AdvisorEngine, the financial experience company, today announced the rollout of a brand new technical architecture. The completion of this initiative brings immediate...
NEW YORK, June 6, 2018 – AdvisorEngine, the financial experience company, today announced a rebranding initiative to align its visual identity with recently acquired Junxure, the leading CRM solution...
NEW YORK, May 23, 2018 - AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, today announced its integration with Smartleaf, a leading...
AdvisorEngine Unveils New Experience for Prospects and Clients at 15th Annual T3 Advisor Conference → How much do you need to spend to build a wealth management platform that is able to compete with...
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...
Is AdvisorEngine Building a Tamarac Killer? → How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders?
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...
Comparing The Best Digital Advice “Robo-Advisor” Platforms For RIAs → If there is one trend that is a constant in the wealth management industry, it’s the rising expectations that advisors have from...
AdvisorEngine Buys Cloud-Based CRM Platform Junxure → AdvisorEngine said Tuesday that it has bought CRM Software, the cloud-based CRM platform that does business as Junxure. As part of the deal,...
NEW YORK & RALEIGH, January 2, 2018 – AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, has acquired CRM Software, Inc., better known as...
NEW YORK, April 27, 2017 – WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and...
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...
NEW YORK, February 15, 2017 – AdvisorEngine, the innovative digital wealth management platform that has become a leader in the financial services industry over the past three years, announced today...
NEW YORK, November 18, 2016 – Vanare, the innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years,...
NEW YORK, October 25, 2016 – Vanare, the wealth management technology platform with a highly customizable white-labeled Roboadvisor, and FinMason, the financial education firm focused on investment...
NEW YORK, September 23, 2016 – Vanare, the innovative wealth management technology platform, announced today the launch of a new integration with the industry’s leading trading and rebalancing...
NEW YORK, August 15, 2016 – Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial...
NEW YORK, July 29, 2016 – Apex Clearing Corporation will begin offering to its broker dealer and RIA clients the ability to digitally manage investments using Vanare's digital advice platform. Vanare...
NEW YORK, April 28, 2016 – Advisors striving to improve the client experience by providing offerings tailored to their entire financial picture, can now seamlessly aggregate their client’s data into...
NEW YORK, March 21, 2016 – Vanare, the only firm to combine private-label robo advice with a full enterprise wealth management technology platform, has received the Portfolio Management Award by...
NEW YORK, February 10, 2016 – DailyWorth CEO Amanda Steinberg and Source Financial Advisors CEO Michelle Smith, CDFA™ recently announced that they have joined forces to establish WorthFM (Worth...
