AdvisorEngine is unclaimed —
AdvisorEngine is a wealth management platform that brings together CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence tools for financial advisory firms. It includes a purpose-built CRM for tracking client relationships and automating workflows. The platform is aimed at helping advisory firms grow, deliver services and scale operations.
What it's for
Streamline the client experienceBuild personalized, optimized portfolios at scaleRun a wealth management company more effectivelySet up workflows to scale a team's daily tasks
Features 13
- Business intelligence
- Client portal
- CRM for wealth management relationship tracking
- Data consolidation
- Digital onboarding and account opening
- Fee billing
- Goals-based planning
- Investment management capabilities via AdvisorEngine Portfolio Solutions
- Performance reporting
- Portfolio management tools
- Rebalancing
- Relationship management
- Workflow automation for daily tasks
At a glance
TypeWeb app
ForExecutives, Operations Teams, Technology Officers, Compliance Officers, Growth Teams, Investment Teams, Financial Advisors
CompanyAdvisorEngine Inc.
Pricing
No pricing figures are published on the site; prospective customers are directed to schedule a demo.
Similar apps
Altitude CRMThe AI-Native CRM for Financial AdvisorsPriceFrom $79/user/moTry freeFree trialRuns onWebFeatures16
BloksPeople, not PaperworkPriceFrom $89/user/moTry free14-day trialRuns onWebFeatures18
InsightsCRMBusiness Intelligence that powers your successPriceOn requestTry free—Runs onWebFeatures14
AffinityYour next deal is in your networkPrice$166.67–$225/moTry free—Runs onWeb · iOS +1Features19
Avant ManagerManagement software specialized exclusively for architecture and engineering firmsPriceOn requestTry free—Runs onWebFeatures20
RootnetSave time and reduce errors with Rootnet SuitePriceNot statedTry free—Runs onWebFeatures7