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

  • Recent Action! Articles

    Why your wealth management practice needs roles-based data

    AI and the future of wealth management

    A new era in client services: How financial advisors can engage the next generation of clients

    • 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. 
     

    Schedule a live demo
    03748786-0EF2-40A7-8F7D-A63EC11D25FC

    Please, enter your first name
    Ok press Enter
    03748786-0EF2-40A7-8F7D-A63EC11D25FC

    Please, enter your last name
    Ok press Enter
    03748786-0EF2-40A7-8F7D-A63EC11D25FC

    Hmm.. That email does not look valid
    Ok press Enter

    4.Jonathan, please confirm you accept the terms of service.

    Ok press Enter
    03748786-0EF2-40A7-8F7D-A63EC11D25FC

    Please, enter your Phone Number
    Ok press Enter
    03748786-0EF2-40A7-8F7D-A63EC11D25FC

    Please, enter your Firm Name
    Ok press Enter
    03748786-0EF2-40A7-8F7D-A63EC11D25FC

    Please type out the full address or leave blank if you're starting a new firm
    Ok press Enter
    Ok press Enter

    9.Where does your firm operate?

    Ok press Enter

    10.Which custodian do you use?

    (select all that apply)

    Ok press Enter

    11.What features are you most interested in?

    (select all that apply)

    Ok press Enter

    12.Great, that's it! Is there anything else you want to tell us about what your firm needs?

    Thank you!

    Please choose the time that is best for you.

    Thank you for your submission, we will be in touch shortly.

     

    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

    You-Carrousel_updated

    Stay in sync

    Bring in data from other technology solutions

    logos_LandingPage

    END-TO-
    END

    >

    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

    Let's get started

    Schedule a demo
    Copyright ©AdvisorEngine 2024
    Terms of Use | Privacy Policy