A new dashboards experience from AdvisorEngine CRM

Get an inside look at the latest and greatest enhancements to AdvisorEngine technology. 

Join us Thursday, October 20th at 2:00pm ET for a live tour of the new data visualization dashboards in AdvisorEngine CRM.

Highlights we'll cover:

• Critical business information presented in modern, real-time visuals, removing the need for static spreadsheets
• An evolving library of curated ‘visualization’ templates for easy user adoption
• Maximum configurability to create your desired experience
• Use cases and value for every role at your firm