Vendor
AdvisorEngine
AdvisorEngine provides a wealth management platform that includes CRM, digital onboarding, portfolio management tools, and client portals.
New York, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
AdvisorEngine
AdvisorEngine provides a wealth management platform that includes CRM, digital onboarding, portfolio management tools, and client portals.
Capability matrix
| Capability | AdvisorEngine |
|---|---|
| All-In-One Software | ● |
| Client Portal | ● |
| CRM | ● |
| Online PMs / Robo Platforms | ● |
| Portfolio Management | ● |
| Workflow Management | ● |
Parent organization
AdvisorEngine
Founded
2017
Scale
1 sector presence