AdvisorEngine is an open architecture, end-to-end wealth management platform that is approachable, connected and scalable, with a suite of capabilities including Portfolio Management, CRM, Digital Onboarding, Client Portal and Business Intelligence. Our partnership approach is truly distinctive, defined by southern hospitality in a New York minute. AdvisorEngine technology serves advisory firms managing over $500B in assets, with the help of over 30 integration partners, and we are backed by Franklin Templeton, one of the world's largest asset managers.