AdvisorEngine Goals-based Planning

AdvisorEngine offers a wealth management technology platform, including a goals-based planning tool for financial advisors. This platform helps advisors create and manage personalized investment plans for their clients, focusing on goal achievement, portfolio rebalancing, and performance reporting. It is designed to optimize efficiency and scalability for wealth management firms.

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AdvisorEngine's Goals-based Planning is a wealth management technology solution designed for financial advisors to help their clients with investment planning, portfolio management, and financial goal achievement. It is not a content-driven personal finance education platform for individuals, which is the core concept of 'Fluent in Finance Platform'. While it deals with finance, its target audience and core offering are entirely different, focusing on B2B wealth management tools rather than B2C financial literacy content.