New billing engine delivers customizable fee structures and powerful revenue analytics

Unveils new visual identity, logo and website for CRM product

Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at no additional cost

New take on client portal creates a digital environment where advisors can deliver holistic wealth management

Industry leading fintech firm provides easy and flexible access to one of the largest independent analytics platforms in wealth management.

Judges cite innovative approach to engaging and converting prospects as key factor in their decision

New tools bolster technology platform for financial advisors

Advisors gain robust enterprise-quality metrics within intuitive, investor-friendly solutions that highlight value of managed portfolios