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Use real-time and historical data information to support your biggest business decisions
Organize vast amounts of data into valuable insights using only the information you need.
Quickly and easily identify your top-performing advisors by AUM, revenue growth, and data trends over time.
Stay on top of business status and activities as you look to improve decision-making and capitalize on new opportunities for your firm.
Leverage powerful resources to monitor current metrics and track historical performance trends at both the firm and advisor-level
Leverage all of your complex data to gain valuable business insights at both the firm and advisor levels with configurable asset, account and holdings views.
Monitor trends and identify areas of opportunity with historical breakdowns and analyses of asset, account and advisor activities over standard and customizable periods of time.
Access revenue-specific data across your firm’s full book of business, for each different office, or at the advisor level.
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,
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