Schedule a Demo
Portfolio Management purple - icon

View Our Brand Assets

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

View Assets

  • Recent Action! Articles

    7 essential steps to create a million-dollar financial advisory firm

    How financial advisors can prepare for the next tech revolution

    The Great Wealth Transfer, AI and technology's impact on RIA practices

    • August 26, 2022

    AdvisorEngine named a finalist for wealthtech of the year

    Suleman Din
    By Suleman Din

    AdvisorEngine® is proud to announce it is a finalist for the USFinTech awards, the third industry award finalist nod it has received this year.

    For its CRM innovation efforts, AdvisorEngine has been named a finalist in the second annual USFintech Awards in its WealthTech of the Year category.

    Junxure was a powerful, purpose-built CRM for over twenty years. Its evolution to AdvisorEngine CRM in January was a combined effort across product, design and engineering teams, working with our clients for valuable experience testing and feedback.

    The product development journey followed three phases: First: upgrade the CRM’s infrastructure. Second: build deeper and more integrations with key third-party fintech and custodians. Third: develop a design system and brand-new capabilities to support a delightful experience. 

    AdvisorEngine is shortlisted for two other awards this year. The company was named to ThinkAdvisor’s LUMINARIES Class of 2022 finalists in its executive leadership category. And its CRM client growth tool, Lead Concierge, is a finalist in the marketing automation category for this year’s Wealthies awards. The US FinTech awards ceremony will be broadcast online via usfintechawards.com on September 15th at 4 pm EST. 

    If you’re interested in learning more about how AdvisorEngine can transform your business, you can sign up for a CRM demo here.SCHEDULE A DEMO

    This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.

    Suleman Din

    Suleman Din

    Suleman Din is AdvisorEngine's Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Din launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, Din was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.

    INSIGHTS

    Read our latest thinking

    We all know technology is pivotal in streamlining operations, enhancing client engagement, and driving overall efficienc...
    The T3 conference is the longest-running event dedicated to advisor technology, and it marked its 20th anniversary in La...
    As a financial advisor, managing client relationships is crucial – one missed action can cause a rift.