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
"...We can scan documents, record phone calls and notes and assign tasks...." Peer review by Tiffany Brynteson, CRPC and Client Advisor, FFP Wealth Management
Peer review evidence (same sources as the product rating summary)
"...It creates an easy way to manage workflow within the firm...." Peer review by User
"...I had to import our manager's client & prospect contacts from Outlook to this CRM and after the initial cleanup of the contact fields (as we all know Outlook allows for very sloppy management of contacts)..." Peer review by Tracy G., Financial Services
"...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
What solutions does AdvisorEngine™ provide for Workflow Management?
How efficiently Does AdvisorEngine™ manage your Contact List Management?
What Are the key features of AdvisorEngine™ for Engagement Management?
How does AdvisorEngine™ facilitate 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 Brings "Getting Stuff Done" to the ...
AdvisorEngine's Portfolio Solutions (AEPS) is highlighted for its integration into existing platforms, offering a comprehensive investment management solution. AEPS supports various portfolio construction models, emphasizing flexibility and scalability. The platform aims to enhance client solutions, expand market reach, and streamline operations, positioning itself as a key player in wealth management technology.
AdvisorEngine CIO and growth czar decamps for Invesco
AdvisorEngine's CIO, Ned Dane, has left the company to join Invesco as head of model distribution.
AdvisorEngine Portfolio Solutions Brings Modern Infrastructure to an ...
AdvisorEngine Portfolio Solutions (AEPS) offers a modern TAMP with deep custodian integrations, including Schwab and Pershing, enabling seamless advisor workflows. The platform supports personalized portfolio management and provides access to over 1,500 strategies from 300 asset managers, backed by Franklin Templeton's research. This integration enhances the infrastructure for smaller RIAs, allowing them to leverage institutional-caliber investment solutions.
AdvisorEngine Portfolio Solutions (AEPS) Is Built for the Way Advisors Work
AdvisorEngine has launched AdvisorEngine Portfolio Solutions (AEPS), a new TAMP designed to enhance advisor workflows and client lifecycle management. AEPS integrates deeply with custodians like Schwab and Pershing, offering personalized solutions for advisors, firms, and clients. It provides access to over 1,500 investment strategies and features tax transition planning to optimize client outcomes.
AdvisorEngine Profile
Company Name
AdvisorEngine
Company Website
https://www.advisorengine.com/HQ Location
New York, New York
Employees
11-50
Social
Financials
SERIES A
