Standout features of 10 robos aimed at advisory firms
AdvisorEngine
This platform was named Vanare up until a month ago, when the company announced the new name and a $20 million infusion from WisdomTree Investments.
The technology allows advisers to both serve traditional client relationships and offer clients an automated advice platform. Its flexible open architecture allows advisers to incorporate their own models, client questionnaires, asset allocation methodologies and investments.
AdvisorEngine clients include North Capital, Emerald Investment Partners and Worth FM, which is an RIA and online investing platform for women.