Overview
AdvisorEngine provides a versatile platform to combine client relationship management, portfolio oversight, and digital onboarding for financial advisors. While it can take some time to become familiar with all its features, the platform offers strong integration capabilities and automated processes which help advisors deliver a more personalized client experience.
Overall Rating
Based on 7 users reviews
4
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
AdvisorEngine Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is AdvisorEngine?
AdvisorEngine is a wealth management platform with customer relationship management (CRM) capabilities which is designed to help financial advisors simplify their processes and improve client service. The software combines CRM, portfolio management, digital onboarding, and automated workflows into a single system. AdvisorEngine features support for multi-custody data integration, performance reporting, rebalancing, and fee billing, which enables advisors to manage both managed and non-managed assets easily. The platform simplifies complex advisory tasks while providing detailed insights and a modern client experience.
AdvisorEngine Pricing
The AdvisorEngine cost breakdown includes the following plan:
- Standard Plan: $69/month/user (minimum three users, billed annually)
Disclaimer: The pricing is subject to change.
AdvisorEngine Integrations
AdvisorEngine supports integration with multiple platforms and services, such as:
- Agreement Express
- Constant Contact Software
- DocuSign Software
- Laser App
- Riskalyze
Who Is AdvisorEngine For?
AdvisorEngine serves a range of financial professionals and management firms, including:
- Advisors
- Broker-dealers
- Asset managers
- Financial planners
Is AdvisorEngine Right For You?
AdvisorEngine is designed to simplify client onboarding, portfolio management, and CRM for financial advisors and wealth management firms. The platform is ideal for advisors and asset managers that are looking to improve operational efficiency and deliver a modern client experience. AdvisorEngine software offers automation and reporting tools to help professionals manage complex portfolios and improve client engagement easily.
Still unsure about AdvisorEngine? Contact our support team at (661) 384-7070 for further guidance.
AdvisorEngine Features
AdvisorEngine provides detailed performance reporting that breaks down results at both the household and individual account levels. The platform pulls data directly from custodians and aggregates information from various sources to give advisors a full picture of client assets and liabilities. The suite includes tools for rebalancing portfolios and managing fee billing, helping advisors handle both managed and non-managed investments with accuracy.
AdvisorEngine simplifies the client onboarding process by allowing advisors to create personalized proposals quickly and efficiently. The platform includes risk profiling features that help match clients with suitable investment strategies based on their goals and tolerance. Advisors can complete the entire onboarding process digitally, from generating proposals to opening and funding accounts, reducing paperwork and delays.
AdvisorEngine features a CRM designed specifically for financial advisors to manage client relationships throughout their lifecycle. The system offers customizable workflows that automate routine tasks such as scheduling meetings, sending reminders, and tracking follow-ups. This automation helps advisory teams stay organized and maintain consistent communication with clients.
AdvisorEngine enables advisors to build target portfolios using either third-party models or their own custom strategies. The platform supports Unified Managed Accounts (UMA) with multiple sleeves, allowing advisors to trade and report on each sleeve separately. This setup provides flexibility to optimize tax efficiency and combine different investment approaches within one account.
The platform offers a modern and intuitive client portal where clients can easily access their financial information and track progress. Advisors can create custom reports or use pre-built templates to monitor key financial metrics and portfolio performance. This transparency helps improve client engagement and supports advisors in making informed business decisions.
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