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Thank you for 2022

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!

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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.

Rich Cancro

Rich Cancro

Rich is the driving force behind AdvisorEngine - setting the strategic vision for the company. Rich has more than 25 years of experience creating innovative wealth management solutions, reinventing technology platforms and driving growth.


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