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AdvisorEngine
Wealth management platform for investment companies
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AdvisorEngine has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
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Q. What languages does AdvisorEngine support?
AdvisorEngine supports the following languages:
English
Q. Does AdvisorEngine support mobile devices?
AdvisorEngine supports the following devices:
Android, iPad, iPhone
Q. Does AdvisorEngine offer an API?
Yes, AdvisorEngine has an API available for use.
Q. What other apps does AdvisorEngine integrate with?
AdvisorEngine integrates with the following applications:
Nitrogen, Orion, Morningstar Advisor Workstation, Redtail CRM
AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.
Typical customers
Platforms supported
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Functionality
4.5
/5
2
Total features
52
4 categories
Functionality contenders
Overall Rating
5.0
/5
2
Positive reviews
100
%
2
0
0
0
0
Overall rating contenders