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™.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using AdvisorEngine™.
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
"...It helps us track the frequency of our client contacts as well as a central database for our data...." Peer review by User
Peer review evidence (same sources as the product rating summary)
"...Having all workflows electronic and available to everyone in the firm so all employees are following proper procedure...." Peer review by Deborah F, Administrative Asst., Financial Services
"...It helps us track the frequency of our client contacts as well as a central database for our data...." Peer review by User
"...There are so many pieces you can put in to one task from e-mails to documents to follow up notes...." Peer review by Kait R, Client Service Manager
AdvisorEngine™, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
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 can AdvisorEngine™ enhance your Workflow Management process?
What Are the key features of AdvisorEngine™ for Contact List Management?
What Are the key features of AdvisorEngine™ for Engagement Management?
How efficiently Does AdvisorEngine™ manage your Onboarding?
11 buyers and buying teams have used Cuspera to assess how well AdvisorEngine™ solved their CRM 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 CRM needs.
Peers used AdvisorEngine™ for workflow management and contact list management
AdvisorEngine™ Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (33) |
| Analytics | Read Reviews (18) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (33) |
| Analytics | Read Reviews (18) |
Software Failure Risk Guidance
?for AdvisorEngine™
Overall Risk Meter
Top Failure Risks for AdvisorEngine™
AdvisorEngine News
AdvisorEngine Portfolio Solutions (AEPS) Is Built for the Way Advisors Work
AdvisorEngine has launched AdvisorEngine Portfolio Solutions (AEPS), a new turnkey asset management platform (TAMP) designed to integrate deeply with custodians like Schwab and Pershing. AEPS offers a seamless experience from onboarding to reporting, emphasizing personalization and scalability. It provides access to over 1,500 investment strategies and features tax transition planning, aiming to enhance advisor independence and client outcomes.
AdvisorEngine launches portfolio solutions platform for RIAs
AdvisorEngine has introduced the Portfolio Solutions platform, a turnkey asset management program for registered investment advisers (RIAs). Launched at the Technology Tools for Today conference, this new offering integrates with AdvisorEngine's existing wealth management technology, enabling advisers to manage portfolios and business operations efficiently.
AdvisorEngine launches Tamp as it eyes upmarket growth
AdvisorEngine has launched a new product called Tamp, aiming to drive growth in the upmarket segment. This launch is part of their strategy to enhance their wealth management software offerings.
AdvisorEngine Expands Platform Capabilities Through The Launch Of A ...
AdvisorEngine has launched a native turnkey asset management program, expanding its platform capabilities. This move integrates investment management directly into its existing technology stack, offering a unified solution for independent registered investment advisors. The new program includes model portfolios and automated tools, aiming to streamline operations and enhance efficiency in wealth management.
AdvisorEngine Profile
Company Name
AdvisorEngine
Company Website
https://www.advisorengine.com/HQ Location
New York, New York
Employees
11-50
Social
Financials
SERIES A
