Product Business Settings

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

AdvisorEngine™ Product 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.

How satisfied the customers are with AdvisorEngine™ use-cases

Reviews

"...We really see the power that Junxure brings to our process and our workflow...." Peer review by Kara Mauceri, Cassaday & Company, Inc., Cassaday & Company, Inc.

AdvisorEngine™ Customer Insights, Testimonials and Case Studies

lightning

Peers used AdvisorEngine™ for workflow management and contact list management

AdvisorEngine™ Features

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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

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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

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Financials

SERIES A