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AdvisorEngine

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About AdvisorEngine

AdvisorEngine is a wealth management platform from AdvisorEngine that delivers comprehensive solutions for financial advisors. It combines goals-based planning, data consolidation, and rebalancing to help manage client portfolios effectively. The platform provides performance reporting and fee billing functionality to ensure transparency and efficiency in financial operations. With all these features integrated, advisors can focus on delivering personalized advice to clients. The platform also supports various use cases, making it suitable for different financial advisory practices. Key capabilities: goals-based planning data consolidation rebalancing performance reporting fee billing Best for: financial advisors that need a unified platform for managing client relationships and investment portfolios.

AdvisorEngine Details

Vendor
AdvisorEngine
Year Launched
2014
Location
1616 E. Millbrook Road, Raleigh, NC, United States, North Carolina
Deployment
cloud, ios, android
Training Options
documentation, videos
Countries Served
All Countries
Languages
English, Spanish, French, German, Portuguese, Chinese, Japanese, Italian, Dutch, Russian.
Users
Financial Advisors, Wealth Managers, Investment Analysts, Portfolio Managers, Compliance Officers
Industries Served
Wealth management, financial advisory services, registered investment advisors (RIAs), digital investment platforms, and fintech organizations.
Tags
Wealth Management Platform, Digital Onboarding, Advisor CRM, Client Portal, Portfolio Management, Rebalancing, Fee Billing, Business Intelligence, Custodian Integration, Financial Analytics, White-Label Wealth Tech, API Integration.

AdvisorEngine's In-App Market Place

Does AdvisorEngine have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (CHF), HKD (HK$), SGD (S$), NZD (NZ$)

Pros & Cons

  • Built specifically for wealth management firms with end-to-end tools for advisors and operations teams.
  • Enhances client experience through a customizable, branded client portal.
  • Integrates CRM, billing, and performance analytics, reducing manual data entry and improving workflow efficiency.
  • Offers deep integration with custodians and APIs for data-driven decision-making.
  • Provides business intelligence dashboards for firm performance visibility.
  • Implementation and onboarding can be complex for firms new to digital platforms.
  • Some users report a learning curve due to the wide range of integrated features.
  • Mobile experience may not be as robust as the desktop interface.
  • Advanced customization or integration with non-U.S. custodians may require additional development.

AdvisorEngine's Support Options

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