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A new dashboards experience from AdvisorEngine CRM

Simply turn your data into compelling visualizations that drive results across your entire firm


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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

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