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At this year’s T3, AdvisorEngine leaders shared deep insights on data, artificial intelligence and compliance issues

CEO Rich Cancro highlighted AdvisorEngine’s latest platform enhancements powered by portfolio management and multi-custodian abilities.

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Gavin Spitzner: The role of client confidence in wealth management’s future

Remembering Gavin Spitzner, a longtime advisor technology expert and president of Wealth Consulting Partners.

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Remembering Ken Golding, a dear friend and CRM pioneer

Ken Golding, the co-founder of Junxure CRM, will be remembered for his camaraderie and his contribution to fintech.

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Thank you for 2022

A special ‘Thank You’ to the hundreds of AdvisorEngine clients who participate in the design and development of our products.

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Schwab IMPACT report: 5 key trends in wealth management tech

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.

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At FutureProof, AdvisorEngine proved to be a star attraction

Future‌ ‌Proof‌ ‌2022 came to ‌life‌ ‌just‌ ‌steps‌ ‌from‌ ‌the‌ ‌Pacific‌ ‌Ocean – creating‌ ‌the‌ ‌world’s‌ ‌largest‌ ‌wealth‌ ‌festival.‌

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