AdvisorEngine is a next-generation, white-label digital wealth management platform built on Roboadvisor DNA. We uniquely support both traditional advisor face-to-face client relationships and completely digital, low-touch interactions. In a single place, we provide a fully customizable roboadvisor, dashboards to analyze and track business development, billing, and performance reporting. This helps firms serve both the Mass Affluent and HNW market segments, scale profitably, and connect with the next generation of clients and advisors.
Wealth management is a massive, growing global market, projected to reach $100 trillion of financial assets by 2020. Financial Advisors are facing new challenges from increased consolidation / competition and growing consumer demand for digital solutions. These firms also face the challenge of understanding younger millennial clients. Approximately $60 trillion of assets will be moved between generations in the near future, and firms need a solution to remain relevant for the next wave of wealth management. Our platform allows RIAs to set up a private-label Roboadvisor platform to capture this opportunity, in addition to serving their core clients traditionally.
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.