Morningstar Office Retirement Part II: Making the Move to AdvisorEngine

Since our first webinar on this topic when Morningstar Office’s retirement was first announced, we’ve had the opportunity to work with many firms in the same situation as you and we’ve learned a great deal by helping them make the move to AdvisorEngine.

Please join us for this special follow-up event, where we will share some of the insights gathered through these experiences and highlight the benefits they may be able to provide for your firm as well.

The webinar will cover a number of topics:

• How our complete end-to-end wealth management Platform can better support firm growth through unified data and workflows that deliver elevated advisor (AX), business (BX) and client experiences (CX)  
• Our Partnership approach and the ways that your firm can benefit from our experience working with others making the move to AdvisorEngine
• The unique access to investment data and services through our parent company Franklin Templeton, and how this can help to replace some of the reporting capabilities you have grown accustomed to using

Speakers:

• Ned Dane, Chief Growth Officer, AdvisorEngine
• Justin Wilkinson, VP, Sales & Business Development, AdvisorEngine
• Suleman Din, Advisor Intelligence Lead, AdvisorEngine