AdvisorEngine® Evolves Portfolio Management Technology Suite, Simplifies Key RIA Practice Challenges With Platform Enhancements

AdvisorEngine has significantly enhanced its Portfolio Construction Workflows, Trading & Rebalancing, Performance Reporting, Fee Billing and Cash Management capabilities

New tax-smart unified managed account (UMA) capability powered by SMArtX drives efficient rebalancing of multiple sleeves within a single account

Investment advisors can access and act on their critical data to drive business decision-making in their practices; firms can easily build reports or rely on curated, pre-built templates

AdvisorEngine Inc.® announced today a series of enhancements to investment management capabilities in its wealth management platform, aimed at solving several Registered Investment Advisor (RIA) practice management challenges.

Focused on driving RIA’s operational excellence, eliminating client service bottlenecks and propelling investment advisory firms to reach new levels of growth, AdvisorEngine continues to invest in technology that is approachable, connected and scalable. The benefits of its evolved portfolio management suite of tools, including UMA support, flow through the entire wealth management platform.

Examples include:

• Portfolio Construction Workflows: New portfolio construction workflows enable users to quickly create new target portfolios using a combination of third-party models, and/or advisor-managed models.
• UMA Support: Clients can build and manage UMA portfolios with multiple sleeves, much more effectively combining many strategies into one account, and offering benefits such as separate sleeve-level trading and reporting.
• Optimized tax efficiency: AdvisorEngine has enhanced its various tax management capabilities, including tax-loss harvesting, tax-sensitive transitions and tax budgets, all in an automated fashion.
• Enhanced Proposal and Account Opening: Clients can leverage existing end-to-end workflows from proposal generation to account opening and funding, and now includes a more sophisticated portfolio construction process.
• Even More Detailed Performance Reporting: Enhanced account data and performance reporting to deliver valuable insights at the household level, and across underlying accounts, including respective sleeves.
• Cash Management Workflows: New cash management workflows have been added that provide a more intuitive experience for managing client deposits and withdrawals, in both recurring and ad-hoc contexts.
• Rebalancing Refresh: Within the portfolio management suite, the trade rebalancer has received a refreshed user interface and experience, with new notification logic and dashboard visuals that provide a comprehensive investment control room for advisory firms.
• Enhanced Client Dashboards: A new rebalancing and cash management settings ribbon is now located in the client account dashboard with direct links and easy access to actions and settings.

“We’ve developed an incredibly powerful, simplified and connected advisor experience with cutting-edge portfolio management tools in a combination that other wealth management platforms will be challenged to match,” said AdvisorEngine CEO Rich Cancro.

“This is much more than a simple third-party integration, this is data that is infused throughout our ecosystem and technology that is fully embedded into our workflows,” Cancro added. “We’ve unlocked true flexibility for advisory firms who want to connect automated model trading with advanced tax management and real-time processing.”

“There’s no swivel chair with AdvisorEngine and SMArtX. Advisory firms get a single portfolio management solution,” said SMArtX CEO Jonathan S. Pincus. “AdvisorEngine clients experience a beautiful, personalized, and connected practice platform, powered by modern trading, portfolio management, and tax management tools.”

OPTIMIZE PRACTICE MANAGEMENT WITH DEEP DATA INSIGHTS

Additionally, AdvisorEngine’s newest wealth management platform capabilities provide firms powerful and super-fast access to broad and deep data and insights, delivering an industry-leading data experience.

Data access features include new search and reporting capabilities. Firms can quickly drill down into their practice and client data with refined search and filtering features that help to highlight key details needed to make decisions and drive results.

Additionally, firms gain greater control over their critical practice data, providing them with the ability to navigate their analytics, avoiding overlap and unnecessary data movement.

Real-time, dynamic data-driven analysis and internal reporting can be easily shared across decision makers and departments to help maximize client service and business outcomes.

Highlights of AdvisorEngine’s new search and reporting capabilities:

• Data access & ownership - Better decision making through better data access.
• Own internal reporting - Eliminate static reports and bottlenecks with a completely self-service reporting solution, with real-time reporting insights.
• Elevated user experience - Capitalize on vast filtering capabilities, powerful UI tooling, report sharing functionality.
• Easy navigation and sharing - Access critical practice and client data with greater speed. Leverage recent and saved searches for quick reference, and easily share reports across your firm.

“Investment advisory firms don’t need to pay for third-party data warehouses,” said Patrick Arnold, AdvisorEngine’s head of product. “With the AdvisorEngine platform, firms own their data and we give them complete access to it, coupled with powerful analysis capabilities, to better serve their clients and manage their businesses.”

About AdvisorEngine®

AdvisorEngine is an open architecture, end-to-end wealth management platform that is highly approachable, connected and scalable. With a suite of capabilities including Portfolio Management Tools, CRM, Digital Onboarding, Client Portal and Business Intelligence, the AdvisorEngine partnership approach is truly distinctive, serving advisory firms who collectively manage over $500B in assets. AdvisorEngine is a wholly owned subsidiary of Franklin Templeton, one of the world's largest asset managers. For more information, please visit advisorengine.com and follow us on LinkedIn, X and Facebook.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250624745240/en/

“We’ve developed an incredibly powerful, simplified and connected advisor experience with cutting-edge portfolio management tools in a combination that other wealth management platforms will be challenged to match." – Rich Cancro, AdvisorEngine CEO