AdvisorEngine™ Overview

AdvisorEngine addresses the challenge of fragmented wealth management processes by integrating CRM, portfolio management, rebalancing, client portals, digital onboarding, and business intelligence into a single platform. This consolidation simplifies workflows for financial advisors, enabling them to efficiently manage client relationships and investment portfolios. By offering comprehensive tools within one system, AdvisorEngine helps firms enhance their service delivery and maintain competitiveness in a rapidly changing market. The platform's ability to unify diverse financial management functions presents a streamlined approach for advisors seeking to improve client engagement and operational efficiency.

Use Cases

Customers recommend Workflow Management, Contact List Management, Engagement Management, as the business use cases that they have been most satisfied with while using AdvisorEngine™.

Other use cases:

  • Onboarding
  • Call Recording
  • Relationship Management
  • Sales Document Management
  • Lead Qualification: Technographic
  • Tracking & Monitoring Communications
  • Meeting Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using AdvisorEngine™.

Other priorities:

  • Scale Best Practices
  • Improve Internal Communications
  • Build Brand Awareness
  • Increase Sales & Revenue
  • Establish Thought Leadership
  • Grow Market Share
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AdvisorEngine™ Use-Cases and Business Priorities: Customer Satisfaction Data

AdvisorEngine™ works with different mediums / channels such as Phone Calls. Offline. Point Of Sale etc.

AdvisorEngine™'s features include Recording, and Personalization. and AdvisorEngine™ support capabilities include Phone Support, Email Support, Chat Support, etc. also AdvisorEngine™ analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Scheduling followup meetings or phone calls with clients and prospects...." Peer review by Deborah F, Administrative Asst., Financial Services

AdvisorEngine offers a comprehensive wealth management platform integrating CRM, portfolio management, and other key functions. Digital onboarding, rebalancing, and business intelligence are also included.

Popular Business Setting

for AdvisorEngine™

Top Industries

  • Financial Services
  • Information Technology and Services
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

AdvisorEngine™ is popular in Financial Services, Information Technology And Services, and Computer Software and is widely used by Small Business, Mid Market, and Large Enterprise.

AdvisorEngine™ Customer wins, Customer success stories, Case studies

How does AdvisorEngine™ address your Workflow Management Challenges?

How can AdvisorEngine™ enhance your Contact List Management process?

What makes AdvisorEngine™ ideal for Engagement Management?

How can AdvisorEngine™ enhance your Onboarding process?

11 buyers and buying teams have used Cuspera to assess how well AdvisorEngine™ solved their business needs. Cuspera uses 304 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

lightning

Peers used AdvisorEngine™ for workflow management and contact list management

AdvisorEngine™ Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.39/5 ★

Read Reviews (33)
Analytics

4.08/5 ★

Read Reviews (18)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.39/5 ★

Read Reviews (33)
Analytics

4.08/5 ★

Read Reviews (18)

Software Failure Risk Guidance

?

for AdvisorEngine™

Overall Risk Meter

Low Medium High

Top Failure Risks for AdvisorEngine™

AdvisorEngine News

Executive

Artificial Intelligence Leader Tim Foley Joins AdvisorEngine - Business Wire

Tim Foley, a leader in artificial intelligence, has joined AdvisorEngine, enhancing their expertise in AI-driven wealth management solutions.

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Partnership

Newsroom Wealth Management Software | AdvisorEngine | News Coverage

AdvisorEngine has announced new partnerships with AI notetakers Jump, Zeplyn, and Zocks to enhance efficiency for wealth management professionals. These integrations aim to streamline workflows and improve client data access, helping financial advisors save time and boost productivity.

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Product

AdvisorEngine evolves portfolio management technology suite, simplifies key RIA practice challenges with platform enhancements

AdvisorEngine has enhanced its portfolio management technology suite to address key challenges faced by registered investment advisors (RIAs). The platform now offers improved data consolidation, rebalancing, performance reporting, fee billing, and CRM features. These updates streamline workflows for RIAs, integrating goals-based planning, digital onboarding, and business intelligence tools to boost operational efficiency.

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Partnership

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs

AdvisorEngine announced a new integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs). This collaboration enables RIAs to leverage AdvisorEngines end-to-end wealth management software alongside TradePMRs custodial platform, streamlining investment management, automating workflows, and enhancing the client experience for advisory firms.

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AdvisorEngine Profile

Company Name

AdvisorEngine

Company Website

https://www.advisorengine.com/

HQ Location

New York, New York

Employees

11-50

Social

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Financials

SERIES A