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Elevate your client experience and engagement level with a modern, easy to use Portal configured with your brand, design and feature preferences

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Support Multiple Brand and Segments

Create a fully customized, white-label Client Portal, configured to suit your clients’ needs - and yours. Create multiple Client Portal experiences for different sub-brands, account segments, or even a site per advisor, all maintained and operated from a centralized set of configuration tools.

Flexible setup options allow for your fully digital/robo experience complete with client-led onboarding and funding, or strictly a reporting and communication tool, with configuration options falling anywhere in between.

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Digital Discovery and Profiling

Attract new clients, and gather information for pre-screening with the fully customized prospecting flows that become an extension of your marketing site. Bring prospects through your digitized risk tolerance questionnaire, or a goals-based planning exercise to drive engagement and accelerate the advisor client relationship.

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Account Opening

Whether you custody with TD Ameritrade, Pershing, Fidelity or Schwab, AdvisorEngine’s account opening workflows allow a barrier-free path to getting new accounts opened & funded.

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Monitoring

Monitor client and prospect Client Portal activity to see account opening and onboarding progress in real time while gaining insights into your clients’ onboarding needs. View progress at a glance on the digital advice dashboard, access account opening and funding paperwork, or initiate co-browse functionality to see exactly what your clients are seeing.

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Account Servicing

Intuitive features allow clients to own their own account service experience ranging from deposits and withdrawals, IRA contributions and distributions, account and asset transfers, and model changes. Customize account servicing workflows with fully integrated custodian features including form generation, eSignature, and secure digital delivery of documents and data.

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Interactive Reporting

Deliver visually engaging, easy to understand, dynamic portfolio performance reporting. Clients can access up-to-date portfolio reporting including holdings, transactions, and performance data, as well as portfolio and model analytics including risk/return information, forecasting, and drift reporting.

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Account Aggregation

Easy to use data aggregation solution allows clients to link financial accounts from over 12,000 institutions seamlessly integrating held-away assets and liabilities into comprehensive net worth reporting.

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Document Vault

A secure and easy to use document vault provides access to documents uploaded by advisors, or statements, confirms, and tax documents synced from custodians, and AdvisorEngine generated PDF performance reports, billing invoices, and digital onboarding paperwork.

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