leftarrow/ INVESTMENT FRAMEWORK

Automate your firm’s investment process from client discovery to proposal generation with no-touch onboarding while aligning your portfolio framework; including investment implementation and portfolio rebalancing

AdvisorEngine Wealth Management Technology Investment Framework (1)

 

AdvisorEngine Wealth Management Technology Investment Framework 2

Configurable Investment Framework

Choose from industry-leading model strategies or implement your own investment solutions to simplify and scale your practice. Digitize your investment framework with configurable risk tolerance questionnaires, asset classes and investments, and capital market assumptions.

AdvisorEngine Wealth Management Technology Investment Framework 2
AdvisorEngine Wealth Management Technology Investment Framework 3

Automate Your Profiling and Proposal Process

Flexible proposal and questionnaire flows can simplify the way you gather information while increasing engagement with prospects and clients. Sophisticated scoring algorithms you customize to evaluate your client’s responses resulting in a tailored portfolio recommendation, personalized with your firm’s investment insights and brand and client’s needs.

AdvisorEngine Wealth Management Technology Investment Framework 3
AdvisorEngine Wealth Management Technology Investment Framework 4-2

Compliance

Ensure compliance across your whole book of business, with tailored and automated, historically accurate and documented risk assessment and model suitability. Provide yearly reviews through the client portal, with quick and easy reaffirmation tools.

AdvisorEngine Wealth Management Technology Investment Framework 4-2
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