AdvisorEngine

AdvisorEngine Overview

AdvisorEngine is a comprehensive wealth management platform designed to help financial advisory firms grow, deliver exceptional service, and scale their operations efficiently. It offers a connected and approachable technology stack, empowering you to streamline client experiences, build personalized portfolios, and run your business more effectively.

AdvisorEngine Key Features

• Technology Platform: A scalable and integrated technology stack to support your wealth management operations.
• Portfolio Management: Tools to help you manage and optimize client portfolios according to your investment philosophy.
• Goals-based Planning: Facilitates planning focused on achieving client-specific financial goals.
• Data Consolidation: Centralizes your data for a unified view of client information and business performance.
• Rebalancing: Streamlines the process of rebalancing portfolios with order management and trading tools.
• Performance Reporting: Provides robust reporting capabilities for you and your clients, with automated delivery options.
• Fee Billing: Offers flexible solutions for managing and collecting client fees, automating a potentially time-consuming task.
• CRM: A purpose-built Customer Relationship Management system designed for the specific needs of wealth management, helping to turn client data into actionable insights and workflows.
• Digital Onboarding: Modernizes the onboarding process, allowing you to fund new accounts quickly and efficiently through digital proposals and risk profiling.
• Client Portal: Delivers a superior client experience, designed to showcase your value consistently to your clients.
• Business Intelligence: Provides visibility into your business performance, moving beyond spreadsheets to track key drivers and results.
• Migration + Onboarding: Dedicated services to help you transition to the AdvisorEngine platform smoothly.
• Client Portal: Enhances client engagement with a portal designed to reflect the client experience you'd build from scratch.
• Actionable Content: Access to resources and publications like "Action! Magazine" to help you stay informed and ahead in the industry.
• Relationship Management: Dedicated partnership and support to ensure you achieve your business objectives.
• Models: Offers pre-built investment models to support your portfolio strategies.
• Custom Indexing: Capabilities for creating and managing custom investment indexes.
• Portfolio Consulting: Expert services to assist with your portfolio construction and management.
• Compliance Consulting: Support to help navigate the complex regulatory landscape.
• Business Intelligence: Gain clear insights into your firm's performance and operational efficiency.