We operate at the forefront of wealth management – reimagining how technology can serve financial advisors

 

Connect more deeply

Win new business and increase share of wallet by engaging more meaningfully at every interaction

Advisor Engine Online Wealth Management Platform desktop, mobile and tabley screenshots

Our proprietary Kredible program

Optimizes your online presence – so that you can generate more new prospects and increase close rate on referrals

Account aggregation

Allows clients to build an intuitive, unified view of their finances across 14,000 financial institutions, and allows you to deliver holistic advice

Goals-based financial planning TOOLS

Increases client engagement by bringing investments to life

CRM

Integrations allow you to manage relationships with simplified, streamlined workflows

Automated alerting

Reminds you of important client life events and required advisor actions


Deliver results

Build, manage and optimize portfolios that help your clients achieve compelling outcomes

Advisor Engine Professional Portfolio Builder screenshot

Investment analytics

Allow you to optimize and stress test client portfolios

PORTFOLIO CONSTRUCTION SERVICES BY WISDOMTREE

From research analysts who can help you deliver consistent investment outcomes

OPEN-ARCHITECTURE MODEL PORTFOLIOS BY WISDOMTREE 

So that you can deliver differentiated investment advice through low-cost ETFs

Tax-efficient trading and rebalancing 

That supports SMAs, UMAs and advisor-managed models

Performance reporting 

Allows you to show investment results in a clean and flexible way


Scale efficiently

Harness the power to streamline processes, customize workflows and grow your business your way

Advisor Engine Professional product screenshot

Custodian integrations 

So you can embrace innovation without disrupting your business 

Client onboarding 

That is paperless and seamless – saving valuable time and making a great first impression for new clients

COMPLIANCE MONITORING AND RECORD-KEEPING TOOLS 

Means that you get a clean digital record of all activities – including actions at the client, household, advisor and administrative level – making regulatory and suitability reporting easy

Billing 

Allows you to collect fees your way – according to your schedules and your processes


See for yourself