Articles from AdvisorEngine

AdvisorEngine®, a leading provider of wealth management technology solutions, recently unveiled its reimagined Client Portal, developed with human-centered design principles to deliver the sophisticated, intuitive client experience that today's independent advisory firms need.

AdvisorEngine®, the financial experience company, deepened its commitment to developing innovative solutions for financial advisors, announcing wealthtech veteran Tim Foley as the company’s first Head of Artificial Intelligence.

AdvisorEngine®, provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs) at TradePMR’s SYNERGY25 conference.

AdvisorEngine®, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors and their clients a planning experience within a comprehensive wealth management platform that is simple to engage with and adaptable to needs over time.

AdvisorEngine®, the financial experience company, continues to broaden its data connectivity capabilities through integrations with key institutional partners.

The leaders of AdvisorEngine®, the financial experience company, and Ritholtz Wealth Management, a national RIA which is home to some of the financial world’s most engaging podcasts, took center stage at The Technology Tools for Today (T3) Conference 2024 to speak publicly for the first time about the success of their strategic partnership. This collaboration emerged following Ritholtz Wealth’s acquisition of BlackRock’s digital advice service, FutureAdvisor, in 2023 and the selection of AdvisorEngine’s Wealth Management Platform as the foundation for its brand-new Good Advice offering.

AdvisorEngine®, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency.

AdvisorEngine®, the financial experience company, released its latest edition of Action! magazine at Schwab IMPACT 2023®, which includes a special supplement for event attendees created in collaboration with Schwab Advisor Services.

AdvisorEngine announced today industry veteran Ned Dane is joining the firm as its Chief Growth Officer, overseeing relationship management and sales.

AdvisorEngine®, the financial experience company, announced at the Technology Tools for Today (T3) conference the release of its Spring/Summer 2023 issue of Action! magazine, the resource for investment advisory firms that brings together top thought leaders in wealth management and technology.

AdvisorEngine® unveiled at the Technology Tools for Today (T3) conference enhanced portfolio management abilities, creating a compelling option for investment advisory firms looking to upgrade their wealth management technology.

AdvisorEngine® announced today new data visualization dashboards that provide insights tailored to specific roles across key wealth management focus areas. The capability will be unveiled today at the Bob Veres’ Insider’s Forum.

Wealth management practitioners gained access to a new resource today with the launch of Action! magazine, available now in print and digital format. The publication, led by veteran journalist Suleman Din, provides actionable content including downloadable templates, tactical checklists, practical how-to articles and video guides.

AdvisorEngine®, the financial experience company, announced today the release of its upgraded portfolio management suite as part of the company's wealth management platform.

AdvisorEngine®, the financial experience company and provider of client relationship management (CRM) and portfolio management technology, announced today the transformation of Junxure CRM. This transformation delivers an entirely new technology foundation and enhanced productivity capabilities. Reflecting these advancements, the product is now called AdvisorEngine CRM.

AdvisorEngine Inc., the financial experience company and provider of industry-leading CRM and portfolio management technology, announced three new leadership hires: George Tamer (Head of Sales), Suleman Din (Advisor Intelligence Lead) and Christina Esfehani (Head of Product Marketing). These additions are an important step in the company’s plans to make 25 new hires over the next year, and follow Raj Madan’s arrival at AdvisorEngine as CIO in July.

AdvisorEngine®, the financial experience company and provider of industry-leading CRM and portfolio management technology, has completed a rigorous search for a Chief Information Officer (CIO) with the recent hire of Raj Madan.