Also delivers modern mobile app experience advisors need to meet rising client expectations and strengthen competitive position

AdvisorEngine®, a leading provider of wealth management technology solutions, recently unveiled its reimagined Client Portal, developed with human-centered design principles to deliver the sophisticated, intuitive client experience that today's independent advisory firms need.

The release represents AdvisorEngine's strategic commitment to design thinking as a core differentiator in wealth management technology. AdvisorEngine recognizes that exceptional user experience is a strategic imperative for firms seeking to attract advisors and clients of all generations, reduce service friction and demonstrate their commitment to innovation.

Today's wealth management clients expect a modern, robust, engaging experience with their financial information wherever they are. The Client Portal provides a single, unified platform where clients of Investment Advisors can review portfolio performance, track progress toward financial goals and access and share important documents, all from their smartphones or desktops.

"Too many platforms in our industry treat design as an afterthought, layering a basic interface over complex functionality,” said AdvisorEngine CEO Richard Cancro. “We've taken the opposite approach: Starting with deep user research, iterative design testing and a relentless focus on the user journey to create an experience that feels intuitive, sophisticated and effortless."

"Our Client Portal combines powerful functionality with white-label customization, enabling firms to deliver the seamless digital experience that advisors’ clients expect while reinforcing their own brand at every touchpoint,” Cancro added. “This fourth version of the Client Portal is a representation of how we continue to invest and evolve the experiences we offer.”

AdvisorEngine’s Client Portal gives firms flexibility in how it can be configured to serve clients, from view-only access to a fully interactive experience. Firms can easily customize the portal at the firm, advisor and client levels to support client segmentation strategies and solutions.

“Brand continuity is a defining characteristic of the portal,” said Patrick Arnold, Head of Product at AdvisorEngine. “It doesn’t just reflect an advisory firm’s brand – it carries that identity through every document and client communication, enabling small and midsize firms to present with the polish and consistency of the largest national financial institutions.”

"Your clients don't compare your portal to other advisory firms,” Arnold continued. “They compare it to their banking app, their online shopping experiences, even their ride-sharing service. We've designed the Client Portal to meet that standard, giving advisory firms a technology experience that reinforces their brand promise rather than undermining it."

Key features of the AdvisorEngine Client Portal:

Connected Experience – A single, secure login unites portfolio data, performance metrics, goals, held away assets and liabilities, and documents in one centralized hub, eliminating the need for clients to navigate multiple systems and experiences.

White-Label Mobile App – Native iOS and Android applications keep clients connected to their advisory firm anytime, anywhere, with full functionality optimized for mobile devices and firms have their brands on the clients’ phones and tablets.

Custom Branding – White-label design capabilities ensure a firm's brand identity, including their logo, colors and messaging, drive the client experience, strengthening brand recognition and trust.

Powerful Insights – Visual dashboards provide at-a-glance access to account balances, asset allocation, and goals progress, making complex financial information easy to understand.

Self-Service Simplicity – Firms can entitle their clients to view and update their financial goals and risk profile and digitally open new accounts, deposit and/or withdraw funds, and transfer assets to the RIA’s custodian.

Deep Documentation – Firms’ clients can access their custodian documents, such as monthly statements and annual tax documents, as well as AdvisorEngine platform-generated white-label documents, including IPS, performance reports and fee invoices. Documents can be easily shared between the client and advisor and are maintained in a secure document vault.

Tech Synergies – The Client Portal is a core component of AdvisorEngine's end-to-end wealth management platform, including AdvisorEngine CRM, delivering powerful integrations and seamless data flow across the advisory workflow. The client portal inherits design principles and interface patterns from AdvisorEngine's unified architecture, said Rafal Czapski, senior manager of product design at AdvisorEngine.

"Everything we build reflects three design principles: personal, scientific, and beautiful," Czapski said. "We believe client-facing technology should elevate an advisory firm's brand while making complex financial information feel accessible."

About AdvisorEngine

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. The company's technology is trusted by hundreds of wealth management firms in the United States. Its wealth management platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Modules include prospect engagement tools, paperless client onboarding, account aggregation, AdvisorEngine CRM®, goals-based financial planning tools, model portfolios tools, portfolio construction analytics, performance reporting, and fee billing.

AdvisorEngine is a wholly owned subsidiary of Franklin Resources, Inc., a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. For more information, please visit advisorengine.com.

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“Your clients don’t compare your portal to other advisory firms – they compare it to their banking app, their shopping experience and every other digital interaction in their lives. We built the AdvisorEngine Client Portal to meet that standard.”