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The AdvisorEngine® Design Team

Our AdvisorEngine design team -- made up of Kirti Bansal, Thomas Morrell, Darren F. Gideon, and Rafal Czapski -- imagines, creates, and iterates our products to build the future of wealth management technology.

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Financial Technology  |  Investment Advisors  |  Junxure CRM  |  Technology  |  Wealth Management Technology

Wealth management technology: A design perspective

We believe the best advice is personal, scientific, and beautiful. As we embark on an evolution of the AdvisorEngine product offerings, these three ideals continue to drive everything we do. We want to give you some insight into the product design journey here at AdvisorEngine. It is crucial to get a shared understanding before diving into how these three broad concepts apply to design at AdvisorEngine.

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