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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.
Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.
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...
NEW YORK, January 18, 2022 – AdvisorEngine®, the financial experience company and provider of client relationship management (CRM) and portfolio management technology, announced today the...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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....
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...