The Next Generation of Goals-based Planning, by AdvisorEngine

In this webinar we present the next generation of AdvisorEngine Goals-based Planning, offering investment advisors and their clients a scalable planning experience within our comprehensive wealth management platform.

Goals-based Planning is conveniently embedded into our existing platform, making it simple to engage with and adaptable to both advisor and client needs. For the first time, advisors can work with clients to quickly create, fund and implement a financial plan without jumping through multiple systems or enduring repetitive steps.

The webinar features a number of topics, including:

• An overview of our wealth management platform
• A closer look at Goals-based Planning and its key features
• How to maximize the power of Goals-based Planning alongside other platform capabilities

Speaker:

• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine