AdvisorEngine Search & Reporting: Do more with your firm's data

Today’s wealth management firms require robust reporting capabilities across all levels to maintain compliance, improve decision-making, drive growth and enhance operational efficiency.

With these themes in mind, we are thrilled to deliver new cross-practice internal reporting capabilities to help you quickly drill down into investment and client data with refined search and filtering features designed to improve decision-making and drive results across your firm.

We hope you can join other AdvisorEngine clients for a live discussion on Monday June 23rd at 2pm EST, where we will be reviewing Search & Reporting enhancements and the benefits they can provide for you and others across your firm.

The webinar will cover a number of topics:

• A quick review of what’s changing to existing Portfolio Management tabs and how you will be able to access that information going forward  
• How new Search & Reporting capabilities can help to deliver better data access and support self-service reporting across your firm  
• Ways that specific features such as universal search, report creation, report sharing and customization tools have been developed to optimize day-to-day operations and long-term planning
• How curated, pre-built reporting templates make it extremely easy for you and your colleagues to build your own reports and collaborate with others across your firm

Speakers:

• Amber Krier, Head of Relationship Management, AdvisorEngine
• Grant Speer, Product Lead, AdvisorEngine