Portfolio Management purple - icon

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets

Put an
emphasis on

Build and manage more client portfolios using a personalized, scalable rebalancing approach

Rebalancing_Page_hero@2x@2x copy
Rebalancing_Page_hero@2x@2x copy
Scroll Down

Meet the unique needs of
each client – at scale

Use our rebalancing platform to efficiently manage an unlimited number of portfolios while accounting for specific risk tolerances, objectives, and tax scenarios.
Manage an unlimited Icn
Save time and reduce costs
Instead of rebalancing portfolios manually, household by household, our automated workflows simplify and streamline the rebalancing process so you can manage more accounts more efficiently.
Customize client service at scale Icn
Personalization, scaled

Highly configurable settings such as sector and security restrictions, as well as social screens, account for individual client preferences, allow advisors to easily build and manage bespoke portfolios with custom features or restrictions.

Optimize tax efficiency Icn
Optimize tax

Enables your firm to execute various tax management strategies, including tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral and tax-sensitive transition, all in an automated fashion. 


Do more in less time with our
portfolio management platform

Account for individual client preferences while increasing trading efficiency and execution for your entire book of business

Personalized tax efficiency

Your firm’s personalized rebalancing policy and investment approach are built right into the platform, with tax management settings that can be customized at either the firm or individual account level.

AdvisorEngine Wealth Management Technology - Rebalancing Policy
Block orders

Avoid exporting and editing various data files with straight through trade processing files and utilize block orders to drive efficiency and support average price execution across all client accounts when you determine it’s appropriate.

Rebalancing_Page_hero@2x@2x copy
Efficient cash management

Easily account for clients’ individual cash requirements and cash flow planning with minimum and maximum cash bands, accumulation levels, and automated processing based on recurring contribution and withdrawal needs.

AdvisorEngine Wealth Management Technology - Cash Management
Automated rebalancing

Advanced workflows can automatically build cash needed for large or unexpected withdrawal requests without deviating from the target model, and also helps to ensure that all client contributions are put to work efficiently based on relevant service level agreements.

AdvisorEngine Wealth Management Technology - Trading Functionality
Built-in trade review

Easily reconcile all orders from the rebalancer with the executed trades from the custodian to make sure accounts are in-line while easing the burden on your firm’s operations team.

Compliance support

From a block order system supporting fair trade execution across your entire book of business to a centralized paper trail of all rebalancing activities, our system may provide a number of potential compliance benefits for your firm.


Hear from advisors scaling
their portfolio management processes

Fill 1

AdvisorEngine is the technology solution that meets all our needs for client onboarding, account opening and website enhancement tools. Partnering with the team at AdvisorEngine has helped us establish our relevance in being contemporary; their solutions help anticipate changes in client behavior."

Brian Vendig

President and Managing Executive,
MJP Wealth Advisors

Fill 1

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

Kemi Chavez

Engagement Director,
Starlight Portfolios

Ready to spend less time
managing portfolios?

Learn more about improving your portfolio management efficiency