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Access the insights
you need to grow
your firm

Use real-time information to inform
your biggest business decisions

Wealth Management Technology - Business Intelligence Module
AdvisorEngine Wealth Management Technology - Business Intelligence
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Knowing where you stand

Bring in more data to your decision-making process
Turn complex data into actionable opportunities Icn
Complex data,
Cut through the noise and filter
for only the information you need.
Detailed performance metrics Icn
performance metrics

Quickly and easily identify your top-performing advisors by AUM, revenue growth, and data trends over time.

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Stay on top of the information you need to capitalize quickly on new opportunities and make better decisions for your firm.


Dashboards that drive better
business intelligence

See how your firm and your advisors are performing over time

Advanced configuration capabilities

Powerful configurability allows you to control the information each advisor sees while maintaining full access into firm-wide insights at the management level.

AdvisorEngine Wealth Management Technology - Business Intelligence Configuration Capabilities
Trends intelligence

See how individual advisors or your firm as a whole is performing over time to determine if there are additional opportunities for growth.

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Revenue analytics

Access revenue-specific data across your firm’s full book of business, for each different office, or at the advisor level.

AdvisorEngine Wealth Management Technology - Revenue Analytics

Delivering wealth
management data for
advisors and clients

Take an in-depth look at AdvisorEngine's
process behind delivering accurate and
timely wealth management data.

AdvisorEngine Wealth Management Technology - Business Intelligence Tip Sheet

Hear from firms making better
data-driven business decisions

Fill 1

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.”

Jacque L


Fill 1

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.”

Malise Holder

Independent Financial Advisor,
Trifecta Trading

Make the decisions that
drive faster growth

Learn more about our business intelligence dashboards