AdvisorEngine
Wealth platform with CRM, onboarding, portfolio management and billing.
advisorengine.comAdvisorEngine's site lists a CRM, digital onboarding, rebalancing, performance reporting, fee billing and a client portal, plus managed portfolios through AdvisorEngine Portfolio Solutions.
Franklin Templeton announced the purchase of AdvisorEngine in May 2020. The company's own site does not name an owner, and no later sale was found.
What it does
- CRM
- Digital onboarding
- Portfolio management
- Rebalancing
- Fee billing
- Client portal
Coverage
- Franklin Templeton adds to RIA distribution team and widens product focus
Financial ADVSR, Oct 29
- Jump pushes AI beyond note-taking into live Schwab and Fidelity account opening
Financial ADVSR, Oct 8
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