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Tell a more
powerful story

Elevate the performance narrative with elegant, customizable reporting tools at both the firm and client-level

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BENEFITS

Unlock a deeper level
of understanding

Empower your firm and your clients with reporting tools and features
that turn complex data into valuable insights
Access to critical data Icn
Data that works
for you
At both the client and firm level, easily drill down to understand the specific drivers of performance.
Efficient scalability Icn
Custom reports with a single click

Service an unlimited number of accounts with the ability to create, schedule and deploy custom performance reports in minutes.

Complete narrative control Icn
Confidence for client discussions

You decide which data points your clients should see, when reports should be generated and delivered, and how you want them to look with robust design capabilities.

FEATURES

Turn raw data into engaging experiences

For your clients and across your firm, robust reporting capabilities enable you to create, display and deliver critical performance data in many different ways

Report builder

Create personalized reports for every client with built-in branding capabilities and features that allow you to control content, scheduling, and delivery options easily. Create and save report templates with rolling window functionality that maintains structure and format but adjusts content to reflect the new time frame.

AdvisorEngine Wealth Management Technology Performance Reporting - Report Builder
Client portal

Through a self-driven experience, clients can navigate performance, holdings, account activity and realized gain/loss data over specific periods or benchmarks. Dynamic, engaging graphs help illustrate changes in performance and what drove changes in account behavior over time.

AdvisorEngine Wealth Management Technology Performance Reporting - Client Portal
Creation and delivery automation

You determine when and how your reports are created and delivered. Set them to be run by you on-demand, or use the calendar function to generate them automatically at specified cadences. You can have scheduled reports sent immediately to the secure document section of the client portal upon generation.

AdvisorEngine Wealth Management Technology Performance Reporting - Advisor Portal
Multiple levels of performance reporting

Our performance calculation engine provides comprehensive reporting designed to comply with GIPS standards at the firm, household, client, account, asset class and security levels. Customize data views for firm principals, advisors or clients with a variety of configuration options.

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A 360 degree view of data

Through our data aggregation services partner MX, pull in held-away client information daily from banks, custodians and other financial institutions so your reporting and planning is truly holistic.

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Highly configurable benchmarking

With licensed data from index providers such as Bloomberg, MSCI and S&P, leverage a broad set of indices across asset classes to compare relevant market results with client portfolios. Decide which indices are included for each account and easily create custom, blended benchmarks based on portfolio allocations and characteristics.

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WHAT ADVISORS HAVE TO SAY

Hear from advisors creating
powerful reporting experience

Fill 1

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.”

Malise Holder

Independent Financial Advisor,
Trifecta Trading

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.

Elevate your
performance reporting narrative

See how you can empower your clients and your firm with better insights, faster