AdvisorEngine
Curated by SignalWealth management software suite enhancing operations for financial advisors.
Overview
AdvisorEngine is a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, into a unified system. It utilizes artificial intelligence (AI) and machine learning to provide predictive analytics that can influence investment strategies and client interactions. The platform features secure data aggregation, which offers a comprehensive view of clients, enabling personalized advice while maintaining compliance with regulatory standards. AdvisorEngine is designed for financial advisory firms and seeks to enhance operational efficiency and client engagement through its range of planning and investing tools, flexible fee collection options, and support services.
Key facts
- Founded
- 2014
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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Open roles
4 rolesPortfolio Management Data Operations & Reconciliation Specialist (Contract)
Raleigh, NC · On-site · Full-time
Portfolio Management Data Operations & Reconciliation Specialist (Contract)
Raleigh, NC · On-site · Contract
Senior DevOps Engineer (Contract)
Raleigh, NC · On-site · Contract
