AdvisorEngine (formerly Vanare) offers a comprehensive technology solution to financial advisory practices. By incorporating roboadvisor elements into their platform, AdvisorEngine provides advisory businesses with scalable, efficient, and highly automated means to manage all aspects of their business including portfolio management, opening and closing accounts, client management, and compliance without sacrificing the personal touch that’s so critical to healthy client relationships.
In November 2016, AdvisorEngine received $20 million in series A financing from WisdomTree Investments, Inc. (NASDAQ:WETF)