AdvisorEngine powers financial advice that is personal, scientific, and beautiful. The company’s technology is trusted by over 1,200 wealth management firms in the United States that manage $600 billion of assets.
Its wealth management platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Modules include prospect engagement tools, paperless client onboarding, account aggregation, AdvisorEngine® CRM, goals-based financial planning tools, model portfolios tools, portfolio construction analytics, performance reporting, and fee billing.
The company is a subsidiary of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, whose mission is to help clients achieve better outcomes through investment management expertise, wealth management, and technology solutions. Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration.
For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter, and Facebook.