AdvisorEngine RoboAdvisor
AdvisorEngine's flexible, full-featured RoboAdvisor allows financial advisors to engage more deeply with clients and prospects via goals-based financial planning, portfolio analytics, paperless onboarding and other next-generation features tailored to the needs of Millennials and other high-growth market segments.
• Highly collaborative, iterative design process resulting in 300+ detailed design comps
• Fully integrated for easy administration via AE’s powerful OWM Platform
• RoboAdvisor’s underlying billing profiles and portfolio generation rules can be tailored to suit any target market sector
• Created custom, modified workflows to support multiple custodians, account types and funding methods
• Helped developers create a customizable design theme to integrate easily with existing corporate identity systems
• Ongoing design QA and auditing digital builds for design integrity
• Fully responsive design for desktop or mobile
• Fully integrated for easy administration via AE’s powerful OWM Platform
• RoboAdvisor’s underlying billing profiles and portfolio generation rules can be tailored to suit any target market sector
• Created custom, modified workflows to support multiple custodians, account types and funding methods
• Helped developers create a customizable design theme to integrate easily with existing corporate identity systems
• Ongoing design QA and auditing digital builds for design integrity
• Fully responsive design for desktop or mobile
AE's simple, friendly RoboAdvisor enables deep client engagement via goals-based financial planning, easy account aggregation, paperless onboarding and new features tailored to Millennials and other high-growth market segments.
Flexible, Brandable "White Label" Design Theme
AdvisorEngine's flexible, customizable RoboAdvisor design theme can be easily rebranded for integration with existing corporate identity systems.
Simple, User-friendly Interface & Step-by-Step Workflows
AdvisorEngine's RoboAdvisor interface uses simple, step-by-step tasks to help guide new and existing clients through complex onboarding and financial decision-making processes as smoothly as possible.
Iterative, multi-phase UI design process – from initial MVP through current product release
Ongoing, iterative design process with 300+ design comps to support multiple workflows for custodians, account types and funding methods.
