Your clients expect clarity and your firm requires efficiency. In this webinar, we will explore how our newest reporting capabilities work within a truly unified technology platform to elevate everything you do to delight clients and grow your business. Join us on July 29th at 2pm ET to discover how AdvisorEngine empowers your firm to make faster, better-informed decisions.
Speaker:
Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
In this webinar, we will cover how AdvisorEngine reporting helps to:
Empower the Advisor Experience (AX):
Gain total data control with access to over 90 new data fields spanning security reference data, portfolio analytics, and custodian fields.
Build reports tailored exactly to your firm’s needs using Custom Builders, reducing reliance on manual spreadsheet tracking.
Capitalize on a better cash strategy that automatically sweeps uninvested cash into a network of FDIC-member banks for competitive interest rates.
Leverage our FinMason integration to access hundreds of institutional-quality calculations directly via API.
Elevate your research capabilities with premier global market intelligence through a seamless International Data Corporation (IDC) integration.
Optimize the Business Experience (BX):
Eliminate swivel-chair complexity through centralized data and automated workflows.
Use a new UI-driven Manual Asset Tracking tool that easily incorporates outside assets and replaces complex CSV workarounds with a permanent audit trail.
Instantly generate essential reports across holdings, transactions, and performance with an expanded library featuring over 40 new operational templates.
Maximize fee billing flexibility with single household invoices, pay-by-check flexibility, and the ability to split household advisory fees across two or more debit accounts.
Elevate the Client Experience (CX):
Provide story-driven deliverables that are built to drive clarity, not confusion.
Own the performance landscape with a completely overhauled external reporting layout that features a modern landscape orientation for natural eye scanning and more space for side-by-side storytelling.
Separate activity from market performance with clear visualizations of Portfolio Net Contributions/Withdrawals and a new Portfolio Value vs. Net Investment historical growth analysis.
