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CEO Rich Cancro highlighted AdvisorEngine’s latest platform enhancements powered by portfolio management and multi-custodian abilities.
Remembering Gavin Spitzner, a longtime advisor technology expert and president of Wealth Consulting Partners.
Ken Golding, the co-founder of Junxure CRM, will be remembered for his camaraderie and his contribution to fintech.
A special ‘Thank You’ to the hundreds of AdvisorEngine clients who participate in the design and development of our products.
The evolution of wealth management technology is now spread across five key trends, all linked to the advanced use of data and digital-first tools.
Future Proof 2022 came to life just steps from the Pacific Ocean – creating the world’s largest wealth festival.