AdvisorEngine Reviews
AdvisorEngine

AdvisorEnginePricing

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AdvisorEngine Pricing Overview

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What is AdvisorEngine?

AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine integrates with…

Offerings

  • Does not haveFree Trial
  • Does not haveFree/Freemium Version
  • Does not havePremium Consulting/Integration Services

Entry-level set up fee?

  • No setup fee

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AdvisorEngine Alternatives Pricing

The following is a quick overview of editions offered by other software in similar categories

RightCapital

What is RightCapital?

According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.

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What is Covercy?

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Shrimpy

What is Shrimpy?

Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.