AdvisorEngine
Digital wealth platform: onboarding, risk profiling, models, trading, white-label portal.
Overview
Digital wealth management platform: client onboarding, risk profiling, model management, trading, reporting, and white-label client portal. Owned by Franklin Templeton.
Key Features
- Digital client onboarding
- Risk profiling questionnaire
- Model portfolio management
- Trading & rebalancing
- Performance reporting
- White-label client portal
Integrations
SchwabFidelityPershingApexSalesforcePlaidYodleeDocuSign
Details
- Platforms
- Web, API, Mobile SDK
- Target Users
- RIAs, Hybrid Advisors, Broker-Dealers, TAMPs, Family Offices
- Pricing Model
- Contact
- Starting Price
- Free / Contact
- Full Pricing Details
- Contact for pricing