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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 Advisors  |  Fintech  |  Investment Advisors  |  Technology  |  Wealth Management

How design thinking in wealth management can bring you closer to clients

You know how to impress clients who visit your office - but how do you delight and connect with them through a digital experience?

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Blog Feature

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.

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