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AdvisorEngine  |  Financial Advisors  |  Integrations  |  Junxure CRM  |  Technology  |  Wealth Management

How Financial Advisors Can Text Clients While Remaining Compliant

I’m a millennial. So it should come as no surprise that I like texting.  But it’s not just millennials who prefer texting as their go-to form of communication. Did you know that 89% of all consumers prefer to use messaging to communicate with businesses? Texts have a 98% open rate and 90% of these are read within 3 minutes of receipt. These numbers are astonishing. It’s no wonder that financial advisors are thrilled with Junxure’s latest integration with MyRepChat. MyRepChat reports this new integration allows advisors to communicate with clients via text while fulfilling important compliance requirements. 

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Blog Feature

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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