AdvisorEngine

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. The company’s CRM and portfolio management technology is trusted by over 1,200 wealth management firms in the United States that manage $600 billion of assets.

How does the integration work?

Our integration with AdvisorEngine is bi-directional, which means that you can export and import client/prospect information with a single click. We currently integrate contact and employment information along with family members information. This means you only need to update the information once and then import/export based on your need.

Read more in our knowledge base