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Your complete

wealth management 

platform

Deliver a modern experience for your colleagues - and your clients - in one open technology stack

 

Looking to update your Wealthminder profile? Click here
 

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9.Where does your firm operate?

10.Which custodian do you use?

(select all that apply)

11.What features are you most interested in?

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As seen in

Bring it all together

AdvisorEngine-Platform-1
Digital Onboarding

Account opening + funding
Investment selection
Goals-based planning + risk profiling
Integrations with the four major custodians

Client Portal

Account aggregation
Advisor-client communication
Document storage
Advisor-driven, client-driven, or hybrid approach

AdvisorEngine-Platform02
Portfolio Management

Rebalancing
Performance reporting + investment analytics
Model management
Fee billing

CRM

Purpose-built functionality
Advanced workflows
Deep third-party integrations
Approachable, actionable data + dashboards

Business Intelligence

Business dashboards
Revenue analytics
Enterprise role management
Compliance and risk tools

A better way to work

Simplify

'Digitize' the things that make your firm special - allowing all of your clients to receive a consistently amazing experience

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Stay in sync

Bring in data from other technology solutions

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WEALTH
MANAGEMENT

01.

Modular Functionality

Use all the features you need - and none that you don't

02.

Actionable Data

Pull in automated data from custodians and fintechs

03.

Customizable Models

Implement your firm's investment philosophy