AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks

ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes

NEW YORK--(BUSINESS WIRE)--May 15, 2025-- AdvisorEngine Inc.® announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.

During its tenth client conference, the wealth management technology company shared with the audience that it is integrating with popular AI notetakers Jump, Zeplyn and Zocks – AI assistants that can capture meeting notes and translate them into client service actions.

Additionally, AdvisorEngine announced integrations with Zapier, an automation platform connecting thousands of productivity applications, and ByAllAccounts, part of Morningstar Wealth, a leading financial data aggregator. ByAllAccounts will boost the platform’s access to portfolio data insights and Zapier will enhance advisory firm workflows.

AI-Powered Advisor Assistance

AdvisorEngine now incorporates AI-powered Note Takers to enhance interactions between advisors, clients and prospects.

“AI Note Takers integrated into AdvisorEngine generate meeting prep documents, pulling in past notes, tasks, and key client insights so advisors can show up prepared and lead more impactful conversations,” said Rich Cancro, founder and CEO of AdvisorEngine.

“The AI Note Takers also accurately transcribe calls, generate structured notes, create next steps and automate workflows, significantly slashing administrative work for advisors and their team members while bolstering compliance,” Cancro added. “These AI upgrades, coupled with greater automation and data access, enhance the AdvisorEngine wealth platform's approachability, connectedness and scalability.”

Key Benefits of AI Notetakers:

Enhanced Client Preparation:

• AI-Driven Pre-Meeting Briefs: Utilize historical data to anticipate client requirements and propose pertinent discussion points.
• Comprehensive Financial Interpretation: Transform intricate financial data into readily accessible insights for clients.

Improved Advisor Performance:

• Automated Note Capture: Automatically record meeting notes in real-time, prioritizing critical information.
• Strengthened Client Relationships: Empower advisors to concentrate on developing robust and personalized client and prospect connections.

Increased End-to-End Workflow Efficiency:

• Optimized Operational Processes: Automated updates to AdvisorEngine and initiated workflows, resulting in substantial time savings, increased productivity, and reduced manual errors.
• Robust Data Security and Privacy: Comprehensive security and compliance with SOC 2.0 standards.

AdvisorEngine recently sponsored the first industry study of AI Note Takers, which reviewed six tools to determine how well they would handle typical advisor-client interactions.

Easier Workflow Automation

AdvisorEngine's integration with Zapier solves common advisory firm challenges in client communication, compliance and documentation, smart task and appointment scheduling and efficient workflow creation. Advisory firms can connect to over 7,000 applications.

“Adding to AdvisorEngine’s long history of integrations with office productivity applications such as Microsoft Office and Google Workspace, the Zapier integration opens up new connections to highly adopted tools such as HubSpot’s customer platform with just a few clicks and no coding knowledge required,” said Patrick Arnold, head of product at AdvisorEngine. “This facilitates the creation of connected, robust workflows that save valuable time and increase overall organizational productivity."

Expanded Data Access

AdvisorEngine has broadened its existing data integration with ByAllAccounts, providing advisory firms with an even greater view into their clients’ financial lives. With fast, seamless, and reliable access to financial data through a single secure connection, the ByAllAccounts data network streamlines the flow of financial account data to AdvisorEngine and its clients.

“Data is the key driver for a modern investment advisory firm, and our integration with ByAllAccounts provides investment advisors with a holistic view of their clients’ financial well-being,” said Ned Dane, AdvisorEngine’s chief growth officer. “Advisors are better informed, and that creates more personalized connections with their clients.”

About AdvisorEngine

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. The company's technology is trusted by wealth management firms in the United States that manage $600 billion of assets. Its wealth management platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Modules include prospect engagement tools, paperless client onboarding, account aggregation, AdvisorEngine CRM®, goals-based financial planning tools, model portfolios tools, portfolio construction analytics, performance reporting, and fee billing. AdvisorEngine is a wholly owned subsidiary of Franklin Resources, Inc., a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. For more information, please visit www.AdvisorEngine.com.

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Media Contact:
Suleman Din
919-839-3947
suleman.din@advisorengine.com

Source: AdvisorEngine Inc.