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AdvisorEngine Wealth Management Technology - Josh Hare Support Supervisor
Josh Hare
Technical Support Supervisor
Fill 1

If we had to describe our overall experience with AdvisorEngine in one word, it would be ‘relief.’ Productivity has increased, financial planning has become simpler with the goals-based financial planning tools, client engagement is at an all-time high - it relieved us we can do less admin and spend more time helping our clients.

Malise Holder

Independent Financial Advisor
Trifecta Trading