What's New—and What's Next—from AdvisorEngine

At AdvisorEngine, we are committed to helping advisory firms and their clients navigate the many paths to long-term financial success by delivering an end-to-end wealth management platform that optimizes processes and provides support throughout the entire client lifecycle.

Please join us for an up-close look at our connected platform experience, including an overview of recently released features across key product areas, including CRM, Portfolio Management suite, and Client Portal. We will also cover key items from our product roadmap that make us particularly excited looking out into the new year, highlighting our continued effort to provide advisory firms with the technology and support they need to run and grow their businesses.

Highlights will include:

• An introduction to our complete wealth management platform
• A review of new features across key areas of the platform
• Insights from our product roadmap as we kick off 2025

Speakers:

• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
• Patrick Arnold, Head of Product Management, AdvisorEngine