Quickly and easily identify your top-performing advisors by AUM, revenue growth, and data trends over time.
Stay on top of the information you need to capitalize quickly on new opportunities and make better decisions for your firm.
See how your firm and your advisors are performing over time
Powerful configurability allows you to control the information each advisor sees while maintaining full access into firm-wide insights at the management level.
See how individual advisors or your firm as a whole is performing over time to determine if there are additional opportunities for growth.
Access revenue-specific data across your firm’s full book of business, for each different office, or at the advisor level.
Take an in-depth look at AdvisorEngine's
process behind delivering accurate and
timely wealth management data.
I looked at a lot of different platforms but AdvisorEngine helped us and had the integrations we needed. And the ability to integrate the AdvisorEngine wealth management platform for advisors with our current technologies made it easy for us to gain new functionality without having to completely abandon the tools we had been relying on for years. It was the definition of a win-win.”
If we had to describe our overall experience with AdvisorEngine in one word, it would be ‘relief’. Productivity has increased, financial planning has become simpler with the goals-based financial planning tools, client engagement is at an all-time high - it relieves us that we can do less admin and spend more time helping our clients.”
Independent Financial Advisor,
Learn more about our business intelligence dashboards