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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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AdvisorEngine

AdvisorEngine is a digital platform to supercharge advisor growth.

A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.

Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.

Website

https://www.advisorengine.com/

Contacts

https://www.facebook.com/advisorengine

https://www.linkedin.com/company/advisor-engine/

https://twitter.com/advisorengine

AdvisorEngine
  • Digital Onboarding
  • CRM
  • Client Portal
  • Goal-Based Planning
  • Investment Framework
  • Trade Rebalancing
  • Reporting
  • Fee Billing
  • Marketing
AdvisorEngine

Companies that integrate with AdvisorEngine

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Portfolio Management #Trading #Investment Research
FinMason
FinMason
FinMason is the independent investment analytics engine for financial services platforms.
#Analytics #Investment Research
TD Ameritrade
iRebal | TD Ameritrade
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
#Rebalancing #Trading #Tax Planning
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Portfolio Reporting #Health Insurance #Retirement Planning #Lending
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
#Account Aggregation
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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