The holidays are upon us, and I want to take this moment to express my gratitude for so many meaningful moments and exchanges we’ve had this year.
I’ve welcomed the opportunity to connect with dozens of clients in video calls and meet many more once again at events around the country. It was great to be back at long-standing conferences like T3, Schwab IMPACT, and Bob Veres’ Insider Forum, host our 9th annual >drive conference in Austin, and see AdvisorEngine represented at new events like FutureProof.
I’m most energized by listening to clients tell us how we’ve helped their businesses grow and simultaneously operate much more effectively by solving their key challenges. That’s been the goal for AdvisorEngine since I founded the company, and it spurs us to continue innovating.
A special ‘Thank You’ to the hundreds of clients who participate in the design and development of our products. I truly appreciate and value your support and commitment to AdvisorEngine.
We set the bar high this year with the complete transformation of Junxure into the powerful, modern AdvisorEngine CRM, creating a new data experience with our recently launched actionable business intelligence dashboards, adding a slew of new performance reporting and fee billing capabilities, and going even deeper with our industry-leading custodian integrations.
My thanks to everyone who brought these products to life; to our product management, design, software and quality assurance teams who spend hours creating, developing and refining our offerings; to our DevOps team who work tirelessly to ensure our platform is resilient, secure and fast, to our DataOps team who ensure timely and accurate data is driving our analytics engines; to our teams in training and support, who consistently earn the highest scores in the industry for their service; and to our marketing team for helping us tell our story.
Our brand went through a complete transformation as well, and it encapsulates the Design Thinking principles guiding us as we develop the experiences of all our offerings.
We also launched a new thought leadership publication, Action! magazine, and the support and industry interest it has received in such a short time has been fantastic. We’re excited to see it growing into a community where we all can share best practices and actionable ideas.
I also want to include a special thank you to our industry partners who have helped us grow all these initiatives – there are so many to name, but I would like to note all our custodian partners have gone the extra mile to support us and we are incredibly grateful.
The new year will bring even more exciting announcements from AdvisorEngine. We're building upon all our hard work and effort in 2022 to bring new features, new capabilities and even more modern tools that will save investment advisory firms time and bring advisors even closer to their clients.
I look forward to sharing what we have planned for 2023 with you soon.
Let me close with my wish that you and your family enjoy the holiday season and have a healthy and prosperous New Year!
