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  • Recent Action! Articles

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    • News Center + Press Releases

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    Press Release

    AdvisorEngine® unveils upgraded portfolio management suite

    AdvisorEngine®, the financial experience company, announced today the release of its upgraded portfolio management suite as part of the company's ...
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    Press Release

    Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

    Franklin Templeton and AdvisorEngine today announced the release of a new study, “Fintech for RIAs: Elevating Client Experience.”
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    News Coverage

    AdvisorEngine updates, rebrands Junxure CRM platform

    The announcement is the culmination of a multi-year initiative to modernize Junxure after its acquisition in 2018.
    InvestmentNews
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    News Coverage

    Introducing AdvisorEngine CRM

    The Successor to Junxure Looks Promising.
    T3 Technology Hub
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    News Coverage

    AdvisorEngine Retires Junxure Brand

    AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM.
    WealthManagement
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    News Coverage

    2022 Predictions in Digital Wealth from the C-Suite

    The new year is officially here and with it, we are continuing our series “2022 Predictions in Digital Wealth from the C-Suite.“
    Digital Wealth News
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    Press Release

    AdvisorEngine® announces major transformation of Junxure CRM

    AdvisorEngine delivers new functionality, flexible personalization and fast performance, built on a powerful new technology architecture and design ...
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    News Coverage

    Telemus Launches New Investment Advisory Platform

    Telemus partners with AdvisorEngine to launch a new investment advisory platform.
    Telemus
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    Press Release

    AdvisorEngine grows leadership team

    Key hires George Tamer, Suleman Din and Christina Esfehani will fuel continued growth for the company and support its clients’ growth.
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    Press Release

    AdvisorEngine Hires Raj Madan as Chief Information Officer

    Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver ...
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    News Coverage

    Fidelity Expands and Enhances Tech Platform for Advisors

    AdvisorEngine and Fidelity are rolling out deeper integrations for account opening that will enable advisors to more seamlessly open accounts on the ...
    Barron's
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    News Coverage

    Schwab Exec Discusses Why the Advice Industry Isn't Fully Digital Yet

    Schwab continues to look for ways to expand Schwab Advisor Center digital functionality. The pandemic-driven increase in digital adoption has further ...
    InvestmentNews
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    News Coverage

    AdvisorEngine Finalizes Integration with Schwab

    The integration of the two technologies is mutually beneficial, giving RIAs access to Schwab client data and AdvisorEngine’s adviser toolbox.
    InvestmentNews
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    News Coverage

    AdvisorEngine Expands Schwab Integration

    Marking a milestone for AdvisorEngine, the Franklin Templeton-owned firm now has integrations with all major custodians.
    WealthManagement
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    Press Release

    AdvisorEngine completes integration with Schwab Advisor Center® to deliver personalization at scale for independent advisors

    For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform.
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    Press Release

    IFP Launches New Technology Platform, Powered by AdvisorEngine

    The digital wealth management offering blends the best of ‘robo’ and traditional advisory capabilities – giving each IFP advisor the power to deliver ...
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    News Coverage

    Franklin Templeton Combines Award-Winning Research with Machine Learning in New Goals Optimization Engine

    Franklin Templeton combines award-winning research with machine learning in new goals optimization engine. The technology is powered by AdvisorEngine.
    Business Wire
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    News Coverage

    Fidelity® Now Offers Even More Flexibility to Intermediary Clients Through Updates to Integration Xchange, Its Industry-Leading, Open Architecture Digital Store

    Big news: New integration between Fidelity® and AdvisorEngine® to bring best-in-class digital platform solutions to RIAs
    Business Wire
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    News Coverage

    3 Questions: Rich Cancro on Selling Firm to Franklin Templeton

    Investment News' Matt Ackerman caught up with Rich Cancro, Founder of AdvisorEngine, to get the answers: How did the deal go down?
    InvestmentNews
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    News Coverage

    Franklin Templeton Buys AdvisorEngine in Bigger Play for Advisor Desktop

    Franklin Templeton announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services.
    Financial Planning
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