News Coverage, t3, Joel Bruckenstein, T3 Tech Hub, Client Portal, AdvisorEngine, T3 Advisor

AdvisorEngine Unveils New Experience for Prospects and Clients at 15th Annual T3 Advisor Conference

Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent – can use AdvisorEngine technology to establish new connections and deepen existing relationships. This new take on client portal creates a digital environment where advisors can deliver holistic wealth management.

AdvisorEngine, the fintech company that is reimagining how technology can serve financial advisors, today at the fifteenth T3 Technology Conference for financial advisors unveiled a completely redesigned environment for advisors to engage with prospects and clients. This digital space enables engagement – driven by prospect, client or advisor – using goals-based financial planning, account aggregation, paperless client onboarding, investment analytics, performance reporting and document sharing as central features.

News Coverage, AdvisorEngine, Wealth Management Today, Digital Advice Platform, Michael Kitces, Nerd's Eye View, Kitces.com, Craig Iskowitz, financial advisor

Comparing The Best Digital Advice “Robo-Advisor” Platforms For RIAs

AdvisorEngine is much more robust than their critics know or care to admit. A big part of AdvisorEngine’s appeal is the way it can seamlessly power client-facing portals. Everything beyond the “Get Started” button is hosted by AdvisorEngine, which provides a consistent client experience. Prospective clients can explore the offering from within a fully white-labeled platform (i.e., branded with the financial advisor’s logo). The portal’s primary focus is on goals, since AdvisorEngine absorbed Wealthminder’s goals-first philosophy into the redesign of the workflows and menus. 

News Coverage, Junxure, AdvisorEngine, crm, acquisition, coverage, morningstar, financial advisor

AdvisorEngine Acquires Junxure and Raises Additional Growth Capital

Combination enables financial advisors to incorporate smart automation across investment and business processes - regardless of CRM provider.The acquisition further enhances AdvisorEngine's open-architecture ecosystem and continues the company's approach of connecting disparate technologies, data and workflows to create a unified user experience. Junxure users will not experience any changes in service and will continue to be supported by their dedicated Junxure client success team.

News Coverage, Junxure, AdvisorEngine, crm, coverage, financial advisor, thinkadvisor, wisdomtree

AdvisorEngine Buys CRM Platform Junxure, WisdomTree pledges $30 million to further growth and technology

As advisors come under pressure to compete on price and margin pressure becomes more intense than ever, “Advisors have to service more assets and accounts and do so as efficiently as possible — so we are automating and digitizing everything,” says Rich Cancro, AdvisorEngine CEO.  The firm is “fully committed” to open-architecture technology. “We know that every advisory firm is different, so we believe in delivering powerful workflows that are CRM-agnostic. Regardless of their contact management system of choice, all AdvisorEngine users will benefit from the Junxure acquisition."

News Coverage, Junxure, AdvisorEngine, crm, coverage, financial advisor, wisdomtree, etf, robo, wealthmanagement.com, Diana Britton

WisdomTree Loans $30 million to AdvisorEngine, Portion Funds Junxure Acquisition + Product Development

While the AdvisorEngine platform is “open architecture,” WisdomTree has made its asset allocation models easily available there. AdvisorEngine said it plans to retain Junxure employees, something that was important to Junxure President and Co-founder Greg Friedman. The Junxure acquisition was not due to cost synergies, said AdvisorEngine Founder and CEO Rich Cancro. “This is a full growth acquisition,” he said. “And when you think about CRM, that’s the heart of a wealth management technology platform, or at least it should be.” The platform will keep its open architecture model, integrating with other third-party tech providers, including other CRMs.