AdvisorEngine is a pioneer in digital wealth management technology, we are the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Our open architecture platform provides a fully customizable robo-advisor, dashboards to analyze and track business development, online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors.
We believe that the future of wealth management is a thoughtful combination of financial advisors and digital client-facing technology. Our platform is built to help firms grow their business and succeed in working with the next generation.