AdvisorEngine
Innovating wealth management.
Overview
AdvisorEngine is a comprehensive wealth management platform designed to streamline and enhance the operations of financial advisory firms. It offers a modern, open technology stack that includes a purpose-built CRM, performance reporting, fee billing, rebalancing, digital onboarding, a client portal, and business intelligence tools. AdvisorEngine empowers firms to implement their investment philosophy, control report creation, automate fee collection, and provide a superior client experience. With its focus on operational excellence and scalability, AdvisorEngine is the technology behind your value proposition.
At a glance
- Industry
- FinTech
- Delivery
- Design · API · Web
- Stack
- Symfony
- React
- Topics
- Wealth Management · B2B Platform · StartUp
- Timeline
- 2014–2019
What we did
AdvisorEngine is an all-encompassing wealth management platform aimed at revolutionizing financial advisory firms' operations. Our role was pivotal in enhancing the platform's functionality through our proficiency in UI development and API integration. We meticulously crafted a solution that not only streamlined the platform's CRM, performance reporting, fee billing, rebalancing, digital onboarding, client portal, and business intelligence tools, but also amplified its focus on operational excellence and scalability. Our work significantly contributed to AdvisorEngine's success, leading to its acquisition by Franklin Templeton Investments. This project stands as a testament to our ability to transform businesses through strategic technological partnerships.
Related articles
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From a small frontend project in 2013 to a platform managing $600B+ in assets, acquired by Franklin Templeton. The architecture, the team scaling, and the lessons. - Fintech
AI for Wealth Management: Building Robo-Advisors and Intelligent Portfolio Tools
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AI Development for Fintech: Building Compliant AI Systems for Financial Services
How AI transforms financial services — wealth management, payments, neobanking, compliance. Architecture, regulatory considerations, and lessons from a decade of fintech development.
