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Joseph Konrad

As Head of Data Quality at AdvisorEngine, Joseph Konrad builds next-gen systems that help advisors digitally service end-clients of all sizes with a high-quality onboarding experience, risk assessment, investment program management, transparent investing, performance measurement and online reporting.

Blog Feature

Financial Advisors  |  Investment Advisors  |  Wealth Management

How to Measure Investment Performance: The Art and Science Behind it

Back when I was a young investor, like most self-confident, burgeoning people, I felt I could choose my own stocks. Yes, yes, I know - you can’t expect old heads to rest on young shoulders, but nonetheless that’s my excuse. Like most stock pickers, I had a general record of mediocrity punctuated by occasional flashes of success, or more often, highly entertaining failure.   My very first pick has haunted me for years. Being a beginner and a small-fry, I didn’t have a whole lot to diversify as I only had a small amount to invest. So I sank in my entire fortune of $1,000 into a UK stock that was trading on the New York exchange. Overall the stock had a solid record and great prospects. I watched it daily, awaiting imminent riches.

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Blog Feature

Data Movement  |  Wealth Management

Cultivating a Culture of Knowledge Sharing at Your Wealth Management Firm

We live in a knowledge economy. Now more than ever, it’s important to cultivate a culture of knowledge sharing at your wealth management firm. 

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AdvisorEngine  |  Integrations  |  Wealth Management

How AdvisorEngine, Smartleaf and BNY Mellon’s Pershing Integrate for Modern Trading and Rebalancing

If you’re an operations leader at a wealth management firm looking to modernize your trading and rebalancing - you’re in luck. AdvisorEngine has gone live with a new and ambitious trading integration:  an end-to-end trade support cycle that leverages Smartleaf’s model-driven rebalancing capabilities with BNY Mellon’s Pershing technology - combined with AdvisorEngine know-how. AdvisorEngine integrates across multiple custodians, enabling advisors to embrace innovation without disrupting their business.

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Blog Feature

AdvisorEngine  |  Data Movement  |  Wealth Management

How Sweet it is: the Process Behind Delivering Wealth Management Data for Advisors and Clients

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