Clients should feel
your value every day

Scale your communications through a
modern client portal

AdvisorEngine Wealth Management Technology - Client Portal
AdvisorEngine Wealth Management Technology - Client Portal
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BENEFITS

Making wealth management personal

Guide your clients to a better financial future with our intuitive, customizable client portal
A personalized brand Icn(2)
A personalized
brand experience
Our client portal is fully white-labeled exclusively to your brand no AdvisorEngine logo in sight placing you squarely in the center of your clients’ wealth management journey.
Trust-building transparency Icn(1)
Trust-building
transparency

Clients can quickly and conveniently view portfolio performance data, including transactions, holdings, and asset allocation, helping to build trust within the advisor-client relationship.

Control client views Icn
Control
client views

To reduce friction and cut down on unnecessary information, you can decide what your clients see within the portal and customize those settings for each client, depending on their needs.

FEATURES

Improve client engagement
with a modern portal experience

Use the client portal to create a streamlined wealth management journey that empowers clients to be
active participants in their own financial futures

Customizable across multiple brands

Create multiple white-labeled client portal experiences for different sub-brands, account segments, or advisors, all managed from a centralized location. You can also configure settings to include onboarding and funding, or use the portal exclusively for reporting and communication.

Customizable across multiple brads (1) (1)
Dynamic reporting capabilities

Empower your clients with engaging, easy-to-understand portfolio reports that show up-to-date performance data, as well as portfolio and model analytics including risk/return information, forecasting, and drift reporting.

AdvisorEngine Wealth Management Technology - Client Portal Reporting
Document vault

Securely share important information with clients using the convenient Document Vault, which provides access to documents you upload, custodian statements, performance reports, billing invoices and more.

AdvisorEngine Wealth Management Technology - Document Vault
Tipsheet:

How RIAs use technology
to grow and scale

See how modern technology creates new
ways for RIAs to drive growth, achieve
efficiency, ensure client-centricity, build
trust and enable compliance.

AdvisorEngine Wealth Management Technology - Client Portal EBook
WHAT ADVISORS HAVE TO SAY

Hear from advisors delivering
better client experiences

Fill 1

AdvisorEngine offers an automated platform that fits practically into any advisor-client structure."

Kemi Chavez

Engagement Director,
Starlight Portfolios

Fill 1

You have a great product, a wonderful team to work with, and I am happily satisfied with how we are able to use AdvisorEngine to meet so many of our needs in giving our clients red carpet service as well as having what we need to meet compliance regulations.
Great job!”

Gizatta Law

Client Relations Associate,
Financial Designs Corp.

Ready to start building
stronger relationships?

See how our client portal can help you engage and empower your clients