List of AdvisorEngine Digital Onboarding Customers
AdvisorEngine
1616 E Millbrook Rd,
Raleigh, 27609, NC,
United States
Raleigh, 27609, NC,
United States
1 866-826-2731
Professional Services
90
$9M
Since 2010, our global team of researchers has been studying AdvisorEngine Digital Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AdvisorEngine Digital Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AdvisorEngine Digital Onboarding for Investor Onboarding include: Starlight Portfolios, a United States based Banking and Financial Services organisation with 280 employees and revenues of $16.0 million, Mjp Wealth Advisors, a United States based Banking and Financial Services organisation with 14 employees and revenues of $12.0 million, Willow Creek Wealth Management, a United States based Banking and Financial Services organisation with 20 employees and revenues of $12.0 million, Bedel Financial Consulting, a United States based Banking and Financial Services organisation with 40 employees and revenues of $5.0 million, Financial Designs, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using AdvisorEngine Digital Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bedel Financial Consulting | Banking and Financial Services | 40 | $5M | United States | AdvisorEngine | AdvisorEngine Digital Onboarding | Investor Onboarding | 2020 | n/a |
In 2020, Bedel Financial Consulting implemented AdvisorEngine Digital Onboarding to modernize advisor operations and digital client engagement in the United States. The deployment used AdvisorEngine Digital Onboarding and aligns with the Apps Category "" by focusing on platform-led onboarding and account opening capabilities.
Configuration centered on digital account-opening workflows, client-facing intake forms, automated advisor task queues, and workflow orchestration. Module usage is inferred to include digital onboarding and account opening orchestration, with functional capabilities for intake, form-driven data capture, and automated handoffs consistent with AdvisorEngine Digital Onboarding.
Operational scope covered advisor operations and client service functions within Bedel's U.S. practice, streamlining front-office intake and back-office processing. No specific integrations are documented, therefore system-level description is limited to typical cloud-hosted SaaS delivery and API-enabled orchestration patterns associated with digital onboarding platforms.
Governance emphasized updating onboarding processes and operational controls to support the new digital workflows, and Bedel explicitly used the platform to reduce administrative burden and improve client-facing experiences. AdvisorEngine Digital Onboarding served as the central application for these onboarding and account-opening workflows.
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Financial Designs | Banking and Financial Services | 10 | $2M | United States | AdvisorEngine | AdvisorEngine Digital Onboarding | Investor Onboarding | 2024 | n/a |
In 2024, Financial Designs implemented AdvisorEngine Digital Onboarding. Category:
The deployment uses AdvisorEngine Digital Onboarding to deliver a branded client portal and consolidated reporting experience that supports compliant, high-touch client service and improved client engagement. The implementation narrative is grounded in the vendor testimonial describing a client-facing platform focused on portal access and reporting functionality.
Configuration centered on client onboarding and portal reporting capabilities inferred from the portal and reporting emphasis in the source, with setup of branded portal pages, advisor workflows for client interactions, and automated document capture and storage aligned to account opening processes. AdvisorEngine Digital Onboarding was configured to surface consolidated client reports and statements within the portal to support ongoing advisory service and compliance review, and to provide advisor-facing administration for content and user management.
Operational coverage concentrated on client service and advisory teams within the United States, aligning portal access, reporting, and onboarding tasks to front office workflows and compliance checkpoints. The deployment emphasized portal-driven workflows and consolidated client reporting as primary operational components rather than introducing additional modular services.
Governance incorporated advisor workflow configurations and compliance-oriented reporting controls to support documented client service processes, with onboarding module usage inferred from the portal and reporting testimonial provided by the vendor. The implementation positions AdvisorEngine Digital Onboarding as Financial Designs' branded client-portal and onboarding solution to support advisor led client engagement and compliance workflows.
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Mjp Wealth Advisors | Banking and Financial Services | 14 | $12M | United States | AdvisorEngine | AdvisorEngine Digital Onboarding | Investor Onboarding | 2024 | n/a |
In 2024, Mjp Wealth Advisors implemented AdvisorEngine Digital Onboarding, a finance/CRM (investor onboarding/account opening) solution to enable prospects to open accounts from the firm website or mobile device. Mjp Wealth Advisors implemented AdvisorEngine Digital Onboarding to provide a robo-advisory client experience and to streamline investor onboarding and account opening workflows for advisers and operations staff.
The deployment emphasized two explicit modules, digital onboarding and portfolio robo-advisory capabilities, with configuration focused on online account opening, investor profile capture, and automated portfolio provisioning. AdvisorEngine Digital Onboarding was configured to support structured data capture, client identity verification and electronic consent workflows consistent with investor onboarding use cases, reducing manual entry points and onboarding errors.
Operational coverage targeted front-office prospect channels, specifically web and mobile access for new clients, and back-office advisor and operations workflows for account acceptance and portfolio allocation. Governance centered on standardizing onboarding processes and validation checkpoints to reduce manual intervention, and the implementation intentionally avoided references to prior systems while preserving CRM and account opening controls within the AdvisorEngine environment.
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Starlight Portfolios | Banking and Financial Services | 280 | $16M | United States | AdvisorEngine | AdvisorEngine Digital Onboarding | Investor Onboarding | 2024 | n/a |
In 2024, Starlight Portfolios deployed AdvisorEngine Digital Onboarding to support Investor Onboarding. The deployment is described in vendor materials as supporting a paperless, branded investor experience and streamlined account opening workflows that scale advisor operations, making AdvisorEngine Digital Onboarding the primary channel for new account intake and investor onboarding at the firm.
Configuration centered on digital account opening forms, a branded investor portal, automated workflow orchestration for account approval steps, document collection and storage, and electronic signature capture, capabilities that are typical of Investor Onboarding solutions. The implementation used workflow templates and automation to standardize advisor inputs and reduce manual handoffs, with access controls for advisors, client service and operations staff.
Operational coverage included advisor teams, client servicing and operations functions within Starlight Portfolios, aligning account opening and CRM data capture with advisor workflows. Governance emphasized standardized onboarding procedures, approval routing and document retention controls to formalize process responsibilities and support consistent investor experiences. Vendor-cited outcomes include a paperless branded investor experience and streamlined account opening workflows that scale advisor operations.
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Willow Creek Wealth Management | Banking and Financial Services | 20 | $12M | United States | AdvisorEngine | AdvisorEngine Digital Onboarding | Investor Onboarding | 2021 | n/a |
In 2021 Willow Creek Wealth Management implemented AdvisorEngine Digital Onboarding as its Investor Onboarding solution to centralize account-opening and onboarding workflows. The deployment positioned AdvisorEngine Digital Onboarding alongside the firm’s AdvisorEngine CRM instance to serve client service and operations functions, with the vendor citing use of Junxure Cloud AdvisorEngine CRM to integrate client communications, operations and digital services in the United States. This configuration supports the firm’s client onboarding and account-opening processes while aligning the application with relationship management and operational visibility objectives. The vendor testimonial specifically links the consolidated platform approach to improved operational visibility and client service.
Configuration emphasis included onboarding orchestration, client data capture and communications workflow orchestration, reflecting standard Investor Onboarding capabilities. The implementation integrated AdvisorEngine Digital Onboarding with the AdvisorEngine CRM environment to centralize client records and streamline handoffs between client-facing advisors and back-office operations. Governance centered on platform consolidation and centralized operational ownership, with rollout focused on firmwide client service and operations teams. The vendor-cited outcomes emphasize improved visibility into onboarding status and enhanced client service as the primary benefits.
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD AdvisorEngine Digital Onboarding Coverage
AdvisorEngine Digital Onboarding is a Investor Onboarding solution from AdvisorEngine.
Companies worldwide use AdvisorEngine Digital Onboarding, from small firms to large enterprises across 21+ industries.
Organizations such as Starlight Portfolios, Mjp Wealth Advisors, Willow Creek Wealth Management, Bedel Financial Consulting and Financial Designs are recorded users of
AdvisorEngine Digital Onboarding for Investor Onboarding.
Companies using AdvisorEngine Digital Onboarding are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using AdvisorEngine Digital Onboarding are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AdvisorEngine Digital Onboarding across Americas, EMEA, and APAC.
Companies using AdvisorEngine Digital Onboarding range from small businesses with 0-100 employees - 80%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of AdvisorEngine Digital Onboarding include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified AdvisorEngine Digital Onboarding customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investor Onboarding.