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financial services
AdvisorEngine is a digital wealth management technology provider founded in 2014, originally known as Vanare. Based in Raleigh, North Carolina, with an additional office in New York, the company operates as a wholly owned subsidiary of Franklin Templeton since its acquisition in May 2020. AdvisorEngine serves over 1,200 wealth management firms in the U.S., managing more than $600 billion in assets. The company offers a comprehensive platform designed for financial advisors, integrating private-label robo-advice with a full enterprise B2B digital wealth management system. Its modular suite includes tools for client relationship management, portfolio management, onboarding, and reporting, all emphasizing automation and open-architecture integration. Key features include online account opening, report automation, and smart automation for various financial processes. AdvisorEngine focuses on providing scalable, advisor-centric solutions that enhance client acquisition, retention, and growth for independent financial advisors and registered investment advisors (RIAs).
AdvisorEngine is a digital wealth management technology provider founded in 2014, originally known as Vanare. Based in Raleigh, North Carolina, with an additional office in New York, the company operates as a wholly owned subsidiary of Franklin Templeton since its acquisition in May 2020. AdvisorEngine serves over 1,200 wealth management firms in the U.S., managing more than $600 billion in assets. The company offers a comprehensive platform designed for financial advisors, integrating private-label robo-advice with a full enterprise B2B digital wealth management system. Its modular suite includes tools for client relationship management, portfolio management, onboarding, and reporting, all emphasizing automation and open-architecture integration. Key features include online account opening, report automation, and smart automation for various financial processes. AdvisorEngine focuses on providing scalable, advisor-centric solutions that enhance client acquisition, retention, and growth for independent financial advisors and registered investment advisors (RIAs).
AdvisorEngine has been mentioned across 2 podcasts.
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That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
