About AdvisorEngine

AdvisorEngine is a wealth management platform that provides investment advisors with tools for portfolio management, client relationship management, and digital onboarding, enabling efficient data consolidation and performance reporting. The platform addresses the challenges of operational inefficiency and client engagement in financial advisory firms by streamlining workflows and enhancing the client experience.

```xml <problem> Financial advisors often struggle with disparate systems for portfolio management, client relationship management, and onboarding, leading to operational inefficiencies and hindering client engagement. Consolidating data and generating performance reports can be time-consuming and prone to errors, impacting productivity and client satisfaction. </problem> <solution> AdvisorEngine offers a unified wealth management platform that streamlines key workflows for investment advisors. The platform integrates portfolio management, CRM, digital onboarding, and business intelligence tools into a single, connected system. By consolidating data and automating tasks such as rebalancing, fee billing, and performance reporting, AdvisorEngine enables advisors to improve operational efficiency and deliver a more engaging client experience. The platform's modular design allows firms to select the specific capabilities they need, while its open architecture facilitates integration with other industry-leading solutions. </solution> <features> - Goals-based planning tools to align investment strategies with client objectives - Automated data consolidation from multiple sources for a holistic view of client assets - Scalable rebalancing engine to implement investment strategies across portfolios - Customizable performance reporting with automated delivery to clients - Flexible fee billing options to accommodate various pricing models - Digital onboarding workflows to streamline new account opening and compliance - Integrated CRM to manage client interactions and track key relationships - Client portal for secure access to account information and performance reports - Business intelligence dashboards to monitor key performance indicators and identify trends - Open API architecture for integration with third-party applications </features> <target_audience> AdvisorEngine is designed for financial advisory firms, wealth management firms, and registered investment advisors (RIAs) seeking to improve operational efficiency, enhance client engagement, and scale their businesses. </target_audience> ```

What does AdvisorEngine do?

Where is AdvisorEngine located?

AdvisorEngine is based in East New York, United States.

When was AdvisorEngine founded?

AdvisorEngine was founded in 2014.

How much funding has AdvisorEngine raised?

AdvisorEngine has raised 22000000.

Location

East New York, United States

Founded

2014

Funding

22000000

Employees

83 employees

Major Investors

WisdomTree

Find Investable Startups and Competitors

Search thousands of startups using natural language

AI voice (2021+)underground pipe robots energy flexibility software

Start Searching

AdvisorEngine

⚠️ AI-generated overview based on web search data – may contain errors, please verify information yourself! You can claim this account with your email domain to make edits.

Executive Summary

advisorengine.com 3K+

Crunchbase

Founded 2014 – East New York, United States

Funding

Estimated Funding

$20M+

Major Investors

WisdomTree

Team (75+)

No team information available.

Company Description

Problem

Financial advisors often struggle with disparate systems for portfolio management, client relationship management, and onboarding, leading to operational inefficiencies and hindering client engagement. Consolidating data and generating performance reports can be time-consuming and prone to errors, impacting productivity and client satisfaction.

Solution

AdvisorEngine offers a unified wealth management platform that streamlines key workflows for investment advisors. The platform integrates portfolio management, CRM, digital onboarding, and business intelligence tools into a single, connected system. By consolidating data and automating tasks such as rebalancing, fee billing, and performance reporting, AdvisorEngine enables advisors to improve operational efficiency and deliver a more engaging client experience. The platform's modular design allows firms to select the specific capabilities they need, while its open architecture facilitates integration with other industry-leading solutions.

Features

Goals-based planning tools to align investment strategies with client objectives

Automated data consolidation from multiple sources for a holistic view of client assets

Scalable rebalancing engine to implement investment strategies across portfolios

Customizable performance reporting with automated delivery to clients

Flexible fee billing options to accommodate various pricing models

Digital onboarding workflows to streamline new account opening and compliance

Integrated CRM to manage client interactions and track key relationships

Client portal for secure access to account information and performance reports

Business intelligence dashboards to monitor key performance indicators and identify trends

Open API architecture for integration with third-party applications

Target Audience

AdvisorEngine is designed for financial advisory firms, wealth management firms, and registered investment advisors (RIAs) seeking to improve operational efficiency, enhance client engagement, and scale their businesses.