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Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

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    • Welcome to AdvisorEngine®’s brand system. These Guidelines outline the general rules for anyone using AdvisorEngine’s brand assets. If you can’t find what you need, please contact us.

    Examples of our brand assets include the word “AdvisorEngine,” the product name “AdvisorEngine CRM®,” company descriptions and our logos.

    You may only use the brand assets as permitted in these Guidelines. As our brand evolves, so will the content of this site.

    Last updated: January 2022

    AdvisorEngine general brand guidelines

    Do:
    • Use the name “AdvisorEngine” when referring to our corporate identity or our full product offering (collectively, our “Platform”)
    • Use the name “AdvisorEngine CRM” when referring to the CRM product alone
    • Write “AdvisorEngine” as a single word, capitalizing the first “A” and first “E”
    • Write “AdvisorEngine CRM” as two words, using the above guidelines, followed by “CRM” in all caps
    • Use the ® trademark in the first prominent mention of AdvisorEngine or AdvisorEngine CRM
    • Use trademarks in the following placement: “AdvisorEngine®” or “AdvisorEngine CRM®”
    • Link to the AdvisorEngine URL https://www.advisorengine.com/ and its relevant URL paths when using our brand assets
    Don’t:
    • Modify or alter any brand asset, including the color, shape, proportion or orientation thereof
    • Use former brand names when referring to AdvisorEngine CRM, such as “Junxure” or “Junxure Cloud”
    • Use former logos - Approved logo usage is outlined below

    Logo

    The one-color horizontal logo is the primary version that should be used in all cases unless there are special needs to consider (i.e. logo type needing more prominence).

    An all black logo should be used against light backgrounds. An all white logo should be used against dark backgrounds.

    The “AE” logomark should never be used without the word “AdvisorEngine.”

    Trademark ™ and registered ® symbols are not needed.

    Download SET
    Primary - Horizontal
    Secondary - Vertical
    Logo Clear Space

    In order to maintain the integrity of the logo and logomark, a minimum space should be kept clear from other graphic elements at all times. This clear space is defined by the height of the letter “e,” which is then squared and doubled to achieve the distance of 2x around the marks.

    Company descriptions

    25 words or less

    AdvisorEngine is a financial experience company and provider of industry-leading CRM and portfolio management technology. We believe the best advice is personal, scientific and beautiful.®

    50 words or less

    AdvisorEngine powers financial advice that is personal, scientific, and beautiful.® The company’s CRM and portfolio management technology is trusted by wealth management firms in the United States that manage $600 billion of assets.

    75 words or less

    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. 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.

    For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter, and Facebook.

    100 words or less

    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.

    For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter, and Facebook.

    150 + words

    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.

    The company is a subsidiary of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, whose mission is to help clients achieve better outcomes through investment management expertise, wealth management, and technology solutions. Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration.

    For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter, and Facebook.

    Press inquiries

    Suleman Din
    919-839-3947
    sdin@advisorengine.com