Kathy Crowley, Business Development Manager for AdvisorEngine, joined Keith Black, Managing Director of RIA Channel to discuss the power of a consolidated advisor tech stack to drive operational scale and growth.
AdvisorEngine’s all-in-one wealth platform delivers a fully integrated technology for advisors encompassing CRM functionality, client onboarding, portfolio management, financial planning tools and client dashboards. AdvisorEngine’s intuitive platform is designed ultimately to help advisors grow their businesses, create operating efficiencies and better connect the dots with their clients. A huge part of AdvisorEngine’s success has been its service-oriented culture, says Crowley on the platform’s positive advisor feedback and growth.
To learn more, register and watch AdvisorEngine’s webcast: Drive Your Growth With Custom Indexing and Operational Scale.
Join Rich Cancro and Chris Loveless as they share how they have seen your peers use Custom Indexing and operational workflows to confidently advance their firms toward an optimized state in which they can deliver an elevated and customized experience for their clients.
They will discuss how you can:
- Utilize an end-to-end technology platform that is truly connected and integrated across the client lifecycle.
- Implement software to design and maintain Custom Indexes that can be tailored according to their clients’ specific needs and values.
- Take advantage of data to drive growth and retain happy clients.
Accepted for 1 CFP® / IWI / CFA CE Credit.