Advisor Engine: Digital Wealth Management Technology

Advisory firms running on disconnected tools often find that CRM, portfolio management, reporting, and client portals create parallel workflows that never quite align. AdvisorEngine addresses this by offering a single platform that spans these functions, purpose-built for registered investment advisors and wealth management firms rather than adapted from generic enterprise software.

The platform covers the full advisory operating cycle:

• A wealth management CRM (built on Junxure heritage) for tracking client details, tasks, and workflows
• Digital onboarding with account opening tools designed to reduce paper and manual handoffs
• Portfolio management tools including data consolidation, goals-based planning, rebalancing, performance reporting, and fee billing
• A client portal for daily client engagement and reporting delivery
• Business intelligence tools for firm-level performance tracking

AdvisorEngine also offers AdvisorEngine Portfolio Solutions, a separate registered investment adviser providing investment management services alongside the technology platform. This dual offering means firms can use the technology independently or combine it with outsourced investment management. The company names specific internal buyer personas including executives, operations teams, compliance officers, technology officers, and investment teams, which reflects genuine depth across firm functions rather than a single departmental focus.

Family offices evaluating AdvisorEngine should note that the platform targets the RIA and advisory firm market rather than family offices specifically. Firms with complex multi-entity structures, alternative asset reporting needs, or institutional-grade general ledger requirements may find the feature set oriented toward the retail advisory space. Pricing is not publicly disclosed, and the platform appears oriented toward the US market. For family offices that operate with an advisory firm structure or seek to digitize client-facing workflows, AdvisorEngine warrants evaluation alongside dedicated family office platforms.

• Managing client relationships and firm workflows via purpose-built CRM
• Digitizing client onboarding and account opening
• Portfolio rebalancing and performance reporting
• Fee billing and calculation
• Delivering client-facing portals and reporting
• Consolidating portfolio data across accounts

• Wealth management CRM with workflow automation
• Digital onboarding and account opening
• Data consolidation across accounts
• Goals-based financial planning tools
• Portfolio rebalancing tools
• Performance reporting
• Fee billing module
• Client portal
• Business intelligence for firm-level analytics
• Migration and onboarding support services

Built for Advisors / Wealth Advisors (RIA), Investment Teams, Finance / Accounting Teams.

Dedicated relationship management, training and support team, client support portal, migration and onboarding assistance

Dedicated migration and onboarding service offered; timeline not specified