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
AdvisorEngine™, belong to a category of solutions that help CRM All-in-One. 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.
Comprehensive Insights on AdvisorEngine™ Use Cases
How efficiently Does AdvisorEngine™ manage your Workflow Management?
How efficiently Does AdvisorEngine™ manage your Contact List Management?
How does AdvisorEngine™ address your Engagement Management Challenges?
How does AdvisorEngine™ facilitate Onboarding?
16+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well AdvisorEngine™ solved their CRM All-in-One 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 All-in-One 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 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.
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.
Fresh off Robinhood acquisition, TradePMR unveils AdvisorEngine partnership - InvestmentNews
TradePMR and AdvisorEngine have formed a partnership to integrate AdvisorEngines wealth management platform with TradePMRs Fusion platform. Registered investment advisors (RIAs) will gain unified access to portfolio management, trading, rebalancing, performance reporting, fee billing, and AdvisorEngines customizable client portal and CRM. AdvisorEngine is also developing AI-powered features to enhance client engagement and meeting preparation.
AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows
AdvisorEngine announced new partnerships to enhance its wealth management software with AI-powered notetaking, improved client data access, and streamlined workflow automation. These collaborations aim to deliver advanced digital tools for financial advisors, integrating artificial intelligence and data connectivity to boost operational efficiency and client engagement.
AdvisorEngine Profile
Company Name
AdvisorEngine
Company Website
https://www.advisorengine.com/HQ Location
New York, New York
Employees
11-50
Social
Financials
SERIES A
