AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. Onboard clients in minutes, not days, and offer truly personalized financial advice with the ability to dive deep into the data you need. Capabilities and features include Infrastructure, Migration & Service, Growth Tools, Integrations, Contact Management, Practice Management, and Centralized Administrative Tools.
AdvisorEngine® is for successful advisors who seek to simplify and grow their business, deliver meaningful investment intelligence and engage with clients in ways that delight them.
Our Technology Capabilities
Helping you run your business is the most important thing we do, which is why we've built our platform and service-model to feel personal, meaningful and focused on you.
Our technology platform serves as a full operating system to run and grow your firm and gives you the ability to control the experiences you deliver.
CRM
Portfolio Management Tools
Using client goals as your foundation, our intelligent workflows and automated capabilities empower you to scale the portfolio management process while optimizing your investment framework and continuing to account for individual investor preferences. Modules include Performance Reporting, Model Management, Rebalancing, Goals-based Planning and Fee Billing.
Client Engagement Solutions
Establishing trust and credibility with prospects, then making it effortless for them to begin working with you creates your client experience. Our Digital Onboarding and Client Portal create a seamless journey from potential client to raving advocate.
Connected where it matters
Key integrations provide our customers with deep, two-way integrations that truly matter for different functional areas of business.
Custodians
Pioneers in Fully integrated with the largest custodians including Schwab, Fidelity, TD Ameritrade, Pershing, and SEI.
Franklin Templeton intellectual property
Access and implement a variety of capabilities such as multi-manager ETF models, goals-based planning and more.
Other Tech
A variety of integrations across functions that can support your full wealth platform including Constant Contact, Office 365, eMoney, Riskalyze and many more.