We’ve talked about the powerful new capabilities coming to AdvisorEngine and now it’s time to see them in action. Join us on Nov. 19th at 2pm ET for a live walkthrough of our latest enhancements, followed by a Q&A.
Speaker:
Kathy Crowley, Head of Relationship Management, AdvisorEngine
Topics we'll cover:
AI Chat Discover how to leverage our new AI chat features to save time, work more efficiently and maximize the power of your CRM.
Webforms 2.0 See a direct comparison of the legacy experience versus the new interface. We'll share screenshots and walk through the updated form fill process.
Mobile App: See how the mobile app will keep you more connected to your clients and optimize your time.
Meeting Prep: Learn how AI-powered client meeting prep can quickly pull everything into one place.
Portfolio Management Highlights: Get a firsthand look at the new profile page alongside other key platform updates.
