Meet your new portfolio management partner

We continue to invest heavily in our suite of portfolio management technologies. Our latest enhancements are aimed at helping firms like yours solve several practice management challenges, such as tax-efficient trading.

AdvisorEngine’s wealth management platform now features major upgrades to its Portfolio Construction Workflows, Trading & Rebalancing, Performance Reporting, Fee Billing, as well as Cash and Tax Management capabilities. We are also thrilled to deliver new Unified Managed Account (UMA) capabilities in partnership with SMArtX.

Join us for a detailed look at our elevated portfolio management experience and our fully embedded integration with SMArtX.

The webinar will cover a number of topics:

• How the benefits of our evolved portfolio management suite of tools, including UMA support, flow through the entire wealth management platform  
• An overview of our partnership with SMArtX and the ways our uniquely embedded integration delivers a single, connected portfolio management solution  
• Highlights of our powerful new data reporting capabilities that add value across all areas and roles at your firm

Speakers:

• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
• James Pak, Product Lead, AdvisorEngine
• Alex Thompson, Chief Product Officer, SMArtX
• Ned Dane, Chief Growth Officer, AdvisorEngine