AdvisorEngine Portfolio Solutions

What AdvisorEngine Portfolio Solutions does

AdvisorEngine Portfolio Solutions Inc. (AEPS) is a Turnkey Asset Management Program (TAMP) provider serving Registered Investment Advisor (RIA) firms and wealth management businesses. The company is a wholly-owned subsidiary of FT FinTech Holdings LLC and an SEC-registered investment adviser, incorporated in New York and affiliated with AdvisorEngine Inc. and Franklin Templeton. Its platform offers six integrated modules: a Model Marketplace aggregating 1,500+ strategies from 300+ asset managers; Investment Due Diligence backed by an AEPS Investment Committee and Franklin Templeton Investment Solutions (FTIS) research; Flexible Portfolio Construction with Unified Managed Account (UMA) support; Custom Solutions + Support leveraging FTIS institutional portfolios; automated Trade Management with tax-sensitive capabilities including tax-loss harvesting and gain deferrals; and white-labeled Performance Reporting.

The underlying technology combines open-architecture model selection, multi-custodian trade execution, and customizable portfolio construction into an end-to-end wealth technology platform. Core technical differentiators include scale (1,500+ strategies and 300+ managers), institutional-grade research integration via FTIS, UMA flexibility with multi-sleeve portfolios, and tax-aware automated trading. The platform supports an unlimited number of portfolios with firm-level investment controls and integrates with multiple custodians for real-time trade visibility.

AEPS generates revenue through subscription/recurring fees for its investment management platform and managed services fees for full-service trade execution, rebalancing, drift management, and compliance support. The go-to-market is sales-led, targeting RIAs through direct engagement, demo requests, website contact forms, and consultative enterprise sales. Marketing channels include the Action! Magazine content platform, the annual DRIVE2027 advisor conference, and SEO-driven website resources. Pricing is quote-based with no publicly disclosed tiers, and the company engages financial professionals only.

Name

AdvisorEngine Portfolio Solutions

Legal name

AdvisorEngine Portfolio Solutions Inc.

Website

https://advisorengine-portfolio-solutions.com

Company type

Private

Operating status

Operating

Short description

AdvisorEngine Portfolio Solutions is an SEC-registered TAMP serving RIAs and wealth management firms with an end-to-end platform combining a model marketplace of 1,500+ strategies, FTIS-backed due diligence, UMA portfolio construction, automated trade management, and white-labeled performance reporting.

Ownership category

akta.pro rank

Product category

Wealth Management Technology

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Turnkey asset management
• Wealth management platform
• Portfolio management software
• Investment management services
• Model marketplace platform

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Services: TAMP services offered to RIAs providing investment management capabilities including model marketplace access, trade management, reporting, and portfolio construction. Services are subscription-based for registered investment advisors
2. Managed Services: Full-service investment management support including trade execution, rebalancing, drift management, and compliance support across custodians

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

AdvisorEngine Portfolio Solutions (AEPS) is a Turnkey Asset Management Program (TAMP) provider delivering an end-to-end wealth technology platform to Registered Investment Advisor (RIA) firms. The platform combines a curated Model Marketplace with 1,500+ strategies from 300+ asset managers, institutional-quality investment due diligence, flexible Unified Managed Account (UMA) portfolio construction, automated trade execution and rebalancing, and white-labeled performance reporting. Services are delivered as a managed, subscription-based platform tailored to the investment operations of financial advisory firms.

Product overview

AdvisorEngine Portfolio Solutions offers a Turnkey Asset Management Program (TAMP) delivered as a unified, end-to-end wealth technology platform. The platform consists of six integrated modules: Model Marketplace (accessing 1,500+ strategies from 300+ asset managers), Investment Due Diligence (robust manager evaluation and ongoing monitoring), Flexible Portfolio Construction (with UMA support and tax management), Custom Solutions + Support (leveraging FTIS institutional portfolios), Trade Management (automated execution and rebalancing), and Performance Reporting (branded, customizable reporting). These components work together to support the full investment lifecycle from portfolio construction through trading, rebalancing, and client reporting.

Differentiator

Problem solved

Functional benefit

Products and services

• Model Marketplace

Quantifiable outcome

• Free up valuable resources that can be applied to deepening client relationships and growing business
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• Franklin Templeton Investment Solutions (FTIS)coreStrategic or Co-development PartnerFTIS provides institutional-quality research, portfolio construction guidance, and investment oversight. AEPS leverages FTIS's global research platform and capital market assumptions as a foundation for customizable model portfolios. The partnership enables collaborative portfolio design and ongoing investment support for RIAs.
• 300+ Asset Managers (in Model Marketplace)coreTechnology or IntegrationThe Model Marketplace provides access to strategies from 300+ established asset management firms offering traditional, factor-based, alternative, passive, ESG, tax-aware, and income-focused portfolios. Asset managers undergo due diligence review and are monitored for quality and consistency.
• Custodians (Multiple)coreTechnology or IntegrationMulti-custodian execution capabilities enabling seamless trade execution across supported custodians with integrated workflows and real-time trade status visibility.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Addepar: Wealth management technology platform focused on portfolio analytics, reporting, and data aggregation for RIAs and family offices — adjacent competitor with overlapping reporting and analytics capabilities.
• Riskalyze (now Nitrogen): Wealthtech platform serving RIAs with risk tolerance assessment, portfolio analytics, and proposal generation — overlaps with AEPS's risk-targeting and reporting capabilities for the RIA segment.
• Morningstar Wealth Platform (Morningstar Office): Investment research and portfolio analytics platform serving RIAs with due diligence, model construction, and reporting — comparable to AEPS's research, due diligence, and reporting modules.

Direct peers

• SEI Investments (SEI Wealth Platform): Long-established TAMP and wealth management services provider offering model portfolios, customized portfolio construction, and trading to RIAs and wealth firms — directly comparable to AEPS's TAMP offering.
• Orion Advisor Technology: Wealthtech platform offering portfolio construction, trading, rebalancing, UMA support, and performance reporting for RIAs; competes head-to-head with AEPS in mid-to-large RIA market.
• AssetMark: TAMP platform providing curated investment solutions, advisor-focused technology, and practice management support to RIAs — a direct competitor in the turnkey asset management space.
• Envestnet: Largest publicly traded TAMP and wealthtech platform serving RIAs with model marketplaces, UMA support, performance reporting, and trading — the most direct end-to-end competitor to AEPS.

Broad incumbents

• Fidelity Institutional: Custodian and wealth-services provider offering portfolio construction tools, model marketplace, and trading services to RIAs — overlaps with AEPS across the investment management stack.
• BlackRock (Model Portfolios / iShares): Global asset manager offering proprietary model portfolios, UMA-eligible strategies, and RIA-focused model marketplace solutions — competes with AEPS's Model Marketplace as a supplier of institutional model portfolios.
• Schwab Institutional (Charles Schwab): Custodian and broad wealth-services provider with institutional RIA support including managed account platforms and trading — competes broadly with AEPS via bundled custody + TAMP offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AdvisorEngine Portfolio Solutions