The AdvisorEngine Blog | Carly de Diego

Carly de Diego

Carly works with financial advisory firms to drive growth and execute at scale. As the first employee hired at AdvisorEngine, she possesses in-depth knowledge of all our products and services. Carly has over 15 years of experience in the financial services industry leading training, product development and client success teams. Prior to joining AdvisorEngine, Carly worked as a business analyst at TD Ameritrade and was part of the Managed Account Advisors team at Bank of America Merrill Lynch where she garnered years of valuable experience working with custodians, managed accounts, clearing, and middle and back office functions. Carly holds a degree in Business Administration from Truman State University in Kirksville, Missouri.

AdvisorEngine | Financial Technology | Fintech | Wealth Management | Wealth Management Technology

Decoding fintech: How to improve your wealth management practice

By: Carly de Diego November 24th, 2020

This year forced us to use existing technology in new ways. An entire subculture has grown around video calls – which have been around for years – as they are now essential in our lives.

Wealth management's digital age

By: Carly de Diego November 18th, 2019

Technology has entered every part of my life.

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Financial Advisors | Junxure | Technology | Wealth Management

Benefits of a wealth management operations manager utilizing a CRM

By: Carly de Diego October 1st, 2019

How (and why) DHG Wealth Advisors shifted their focus from transactions to relationships.

How to streamline wealth management with a CRM: Interview with Bowers Wealth Management

By: Carly de Diego September 16th, 2019

Based in Penryn, California west of the lofty Sierra range, Karsten Dornseif makes up half of the two-man fee-only RIA shop of Bowers Wealth Management, Inc.

15 questions financial advisors need to consider when choosing wealth management software

By: Carly de Diego September 9th, 2019

These days, financial advisors have options - new technologies that provide competitive advantages.