AdvisorEngine is dropping the Junxure brand from its cloud-based client relationship management tool, renaming the system as AdvisorEngine CRM, according to an announcement. Additionally, the ...

NEW YORK--(BUSINESS WIRE)--AdvisorEngine ®, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors and their ...

AdvisorEngine Inc. announced Tuesday its completed integration with Charles Schwab Corp.'s Advisor Center, giving thousands of registered investment advisers access to Schwab client data as part of ...

Franklin Templeton is the latest asset manager to embrace a new role: technology provider to independent financial advisors. While still closing a $4.5 billion acquisition of LeggMason, Franklin ...

AdvisorEngines, a digital wealth management platform, is expanding its technology capabilities with the acquisition of Kredible Technologies Inc., AdvisorEngines announced Thursday. Kredible, ...

Wells Fargo has hired John Tyers, former chief growth officer at AdvisorEngine, a digital wealth platform purchased by Franklin Templeton in 2020, as head of the brokerage’s Independent Advisor group, ...

TradePMR isn't letting any moss grow under its feet, as the RIA custody and tech provider unveils a new fintech partnership shortly after its strategic acquisition by Robinhoodl. The announcement, ...

Franklin Templeton has acquired AdvisorEngine, a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the U.S. that manage over ...

In January, about two years after it acquired client relationship management software Junxure, AdvisorEngine announced it was retiring the Junxure brand name in favor of its successor, AdvisorEngine ...

Franklin Templeton has acquired New York City and Raleigh, North Carolina-based AdvisorEngine Inc, a digital wealth platform. No financial terms were disclosed. Raymond James & Associates served as ...