AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.
AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides a fully customizable robo-advisor, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was started in 2014 by a team of experienced and creative financial and technology executives including Richard Cancro, Alexey Sokolin, David Scalzo, Vladimir Baranov. More information about the firm, which is headquartered in New York, is available at www.AdvisorEngine.com.