AdvisorEngine
AdvisorEngine is a wealth management software company that provides a suite of tools to help financial advisors grow, deliver, and scale their businesses.
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AdvisorEngine is a leading financial technology company that provides comprehensive wealth management software solutions for financial advisors and their clients. The company's mission is to empower advisors to deliver a personalized, scientific, and beautiful financial experience. They offer a suite of tools that includes a CRM, portfolio management, goals-based financial planning, digital onboarding, and client portal, all designed to streamline operations, enhance client engagement, and drive revenue growth.
AdvisorEngine's focus on client experience is evident in its user-friendly interface, robust support network, and commitment to providing high-quality resources. The company is a subsidiary of Franklin Resources, Inc., a global investment management organization, which gives AdvisorEngine clients access to a wider range of investment resources and expertise. AdvisorEngine is known for its innovative approach to wealth management technology and its dedication to serving the needs of the advisor community.
Mission
AdvisorEngine's mission is to empower financial advisors with powerful and intuitive technology, enabling them to deliver personalized, scientific, and beautiful financial advice to their clients. Their team, composed of experienced technologists, data scientists, designers, and former financial advisors, is committed to revolutionizing the wealth management industry by providing advisors with a comprehensive platform that streamlines operations, enhances client engagement, and fosters growth.
Culture
AdvisorEngine promotes a culture that values collaboration, innovation, and a commitment to delivering the best possible experience for both clients and advisors. They emphasize camaraderie, clarity, curiosity, creativity, crushing it, and celebration as core values. The company actively fosters diversity and inclusivity within the wealth management industry, recognizing that a diverse team leads to stronger results. AdvisorEngine also encourages a sense of community by supporting volunteerism and giving back to the surrounding areas.
DE&I
AdvisorEngine actively promotes diversity, equity and inclusion through a variety of initiatives. These include establishing a Values Committee that oversees a Diversity, Equity and Inclusion sub-group, partnering with organizations like Philadelphia Futures that mentor high school students, and encouraging employees to participate in volunteer work and pro-bono efforts. The company also offers a "Day of Service" where employees can use a day off for volunteering and matches a portion of employee donations to charitable organizations.
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