AdvisorEngine Company Market Research Report
Company Overview
- Name: AdvisorEngine
- Mission: To create the future of financial advice by building powerful and intuitive technology for financial advisors.
- Founding Details: No information is available
- Key People:
- Rich Cancro - CEO
- Craig Ramsey - COO
- Carly de Diego - Chief Administrative Officer
- Raj Madan - Chief Information Officer
- Beth Haddock - Chief Legal Officer
- Ned Dane - Chief Growth Officer
- Patrick Arnold - Head of Product
- Kathy Crowley - Business Development
- Headquarters: No information is available
- Number of Employees: No information is available
- Revenue: No information is available
- Specialization: AdvisorEngine is known for its comprehensive wealth management platform that enhances client experience, operational efficiency, and supports strategic growth for financial advisors.
Products
AdvisorEngine offers a suite of wealth management solutions designed to streamline financial advisory operations:
1. Customer Relationship Management (CRM)
- Description: A powerful system designed to manage client engagement and optimize service delivery.
- Key Features:
- Practice Management
- Contact Management
- Automated Workflows
- Robust Data Management
2. Digital Onboarding
- Description: Effortless client onboarding process tailored to various client segments.
- Key Features:
- Customizable Workflows
- Digital Signature Capabilities
- Integrated Custodian Forms
3. Client Portal
- Description: A modern, white-labeled client portal designed to enhance client engagement.
- Key Features:
- Dynamic Reporting Functions
- Secure Document Vault
- Client-driven Workflows
4. Performance Reporting
- Description: Tools to transform raw data into insightful reports for both advisors and clients.
- Key Features:
- Customizable Report Templates
- Interactive Graphical Analysis
- Automated Reporting Schedules
5. Business Intelligence
- Description: Analytical tools to support informed business decisions using historical and real-time data.
- Key Features:
- Revenue Dashboards
- Trend Analysis
- Firm-wide Performance Insights
6. Portfolio Management
- Description: Comprehensive platform to manage and optimize client portfolios efficiently.
- Key Features:
- Automated Rebalancing
- Tax Efficiency Features
- Comprehensive Compliance Support
7. Fee Billing
- Description: Flexible billing solutions designed to match firm-specific needs and operational requirements.
- Key Features:
- Configurable Fee Scheduling
- Transparency and Compliance Support
- Integration with External Systems
Recent Developments
- New Features: Integration with Charles Schwab Trust Bank to enhance portfolio management and data connectivity.
- Recent Partnerships: Strategic partnership with Franklin Templeton to offer innovative investment solutions and planning tools.
- Product Developments:
- Introduction of a new financial planning platform enabling advisors to implement financial plans seamlessly.
- Upgrades to digital wealth tools to enhance goals-based planning experiences.
- Enhanced integration capabilities with platforms like Schwab’s iRebal® to streamline advisor workflows.
- Other Collaborations: AdvisorEngine has partnered with Pontera for streamlined 401(k) management, adding visibility and capabilities for retirement accounts.
This detailed report provides an in-depth look at AdvisorEngine’s offerings and market positioning, with emphasis on their technological contributions to wealth management services. The information provided here is based on the available data from company resources.
