Clients have come to expect that finding a financial advisor should be as simple as ordering something from Amazon.
Source: https://t3technologyhub.com/advisorengine-s-impressive-coming-out-party/
Source: https://www.wealthmanagement.com/technology/advisorengine-and-wisdomtree-deepen-collaboration
How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders?
Source: http://t3technologyhub.com/advisorengine-unveils-new-experience-for-prospects-and-clients-at-15th-annual-t3-advisor-conference/
Source: https://www.kitces.com/blog/digital-advice-platform-reviews-for-human-digital-investment-advisors/
Source: http://www.morningstar.com/news/pr-news-wire/PRNews_20180102DA74511/advisorengine-acquires-junxure-and-raises-additional-growth-capital.html
Source: http://www.thinkadvisor.com/2018/01/02/advisorengine-buys-cloud-based-crm-platform-junxur?ref=hp-financial-news
Source: http://www.wealthmanagement.com/etfs/wisdomtree-puts-30-million-fund-advisorengine-s-acquisition-junxure
Source: https://riabiz.com/a/2018/1/2/greg-friedman-pockets-maybe-20-million-subtracts-one-full-time-ceo-job-and-goes-all-in-on-private-ocean
