Description:Capital Engines allows advisors to profitably serve any sized client with our online wealth management platform. Our customizable platform automates the majority of workflow involved in managing wealth–allowing profitably on any sized client.
Prospecting & Onboarding: From introduction to signing an account application - Fully onboard a client in less than 15 minutes.
Powerful Portfolio Management: Automate rebalancing, tax loss harvesting, and cash management, utilizing our advanced...
Specialties:Investment Management, Advisor Technology, Performance Reporting, Portfolio Rebalancing, Advisor Automation
Company size:1-10 employees
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