AdvisorEngine Portfolio Solutions Re-imagines TAMP Experience to Deliver Efficiency and Scale While Preserving Advisory Individuality; Firms Can Access a Robust Model Marketplace and a Single, Fully-connected Practice Platform

Intelligent tax management capabilities and customizable workflows combine with innovative solutions to deliver advisors flexibility and sophistication to serve their high-net-worth clients

NEW ORLEANS--(BUSINESS WIRE)--AdvisorEngine Portfolio Solutions launched its turnkey asset management program (TAMP) today at The Technology Tools for Today conference, announcing it will be unified with the existing complete wealth management technology platform from AdvisorEngine®.

AdvisorEngine Portfolio Solutions (AEPS) elevates the experience above the constraints of traditional TAMP options for independent advisory firms; advisors can gain efficiency on even complex portfolios, all the while maintaining their individualism.

Instead of being forced into standardized templates or having to choose between home-office models and fully outsourced options, advisors can manage their practice across a variety of investment approaches and have flexibility in how they oversee different client segments. This includes determining which clients are utilizing the TAMP services and which are not, all easily managed within the AdvisorEngine wealth management platform.

AEPS offers a continuously growing model marketplace, with over 1,500 investment strategies from more than 300 asset management firms. High-net-worth clients are also supported through access to alternative investments, advanced UMA and SMA capabilities, and direct indexing.

AEPS places particular emphasis on tax-smart investing and transition management. Automated tax-loss harvesting, customizable transition rules, and lot-level tracking help RIA firms onboard assets thoughtfully and manage portfolios with precision. Performance analytics, rebalancing automation and due diligence features provide oversight while preserving control over client portfolios.

AEPS’s services function natively within AdvisorEngine's complete wealth management platform, where intelligent automation improves firm efficiency, including digital onboarding and fee billing tools, automated trading and rebalancing features to keep portfolios aligned, monitoring for key events with custom alerts and performance reporting, and a white-labeled client portal and mobile app. This unified structure seeks to eliminate the swivel chair between systems and reduces operational complexity, allowing for a consistent, elevated client experience as firms scale.

“Independent advisory firms shouldn’t have to sacrifice the personalization and value that attracted clients in the first place just to gain scale and efficiency,” said AdvisorEngine Portfolio Solutions CEO Rich Cancro. “We believe RIAs should get top-level investment capabilities combined with control and customization in how they serve their clients.”

"This is a game changer for breakaway advisors looking to build their practices. It is modern architecture that is incredibly powerful, flexible and easy to use, allowing RIAs to grow and scale their business without losing the ability to personalize each client experience," Cancro added.

Among the investment management capabilities available:

• Model marketplace: RIAs can access 1,500+ investment strategies spanning traditional, alternative, and indexing approaches from more than 300 leading asset managers.

• Flexible portfolio construction: Advisors can seamlessly build well-diversified portfolios with multiple sleeves, combining various investment strategies into a single account structure.

• Custom solutions & support: From real-time trading, rebalancing, and drift management to co-developed or fully-outsourced investment capabilities.

• Trade management: The complete trade management process is handled while incorporating various tax management strategies, resulting in reduced operational burden, increased accuracy and greater scalability.

• Reporting: Firms can monitor performance across the entire business and prepare more effectively for client meetings.

“In our TAMP, model sleeves trade automatically and firms can trade accounts through one aggregated process, as well as combine rep-directed sleeves and models in a single client account and use any combination of third-party models,” said Ned Dane, chief investment officer at AdvisorEngine Portfolio Solutions. “That’s in addition to the ability to process advisory fees, calculate billing and handle payments. This level of functionality just shows how AdvisorEngine has built an increasingly powerful and complete wealth management platform.”

About AdvisorEngine Portfolio Solutions

AdvisorEngine Portfolio Solutions (AEPS) reimagines the TAMP model, delivering turnkey efficiency with the flexibility to tailor portfolios to a firm’s unique philosophy and client needs. It’s designed to elevate and scale investment processes, with institutional-level capabilities delivered through an integrated, end-to-end wealth management platform.

AEPS is an investment adviser registered with the Securities and Exchange Commission. SEC registration does not imply any specific level of skill or training. Visit here for AEPS’s full disclosures.

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). AdvisorEngine is an open architecture, end-to-end wealth management platform that is approachable, connected and scalable, with a suite of capabilities including Portfolio Management, CRM, Digital Onboarding, Client Portal and Business Intelligence. For more information, please visit advisorengine.com.