AdvisorEngine

AdvisorEngine makes wealth management software for registered investment advisers and other financial advisory firms. Its platform combines a CRM with digital onboarding, portfolio management tools and a client portal, and the company also runs a turnkey asset management program, AdvisorEngine Portfolio Solutions, for RIAs.

AdvisorEngine CRM holds contact and prospect records and automates practice tasks, and the company says the platform automates workflows from account opening and funding through portfolio management and billing. The portfolio tools cover data consolidation, rebalancing, performance reporting and fee billing, with goals-based planning offered as a separate module. The TAMP adds UMA and SMA portfolio construction, a model marketplace that the company says draws on more than 300 asset managers, manager due diligence, tax-loss harvesting with lot-level tracking, and trading and drift management across custodians. Advisors can run their own models next to third-party strategies inside UMA sleeves.

AdvisorEngine's site names Franklin Resources (Franklin Templeton) as its parent organization and gives a Raleigh, North Carolina address. The company offers data migration, onboarding, training and ongoing support, and it is promoting a client event, drive2027, for March 2027.