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    Webinar

    Office Hours Spotlight: Zeplyn

    Learn more about how Zeplyn can help you scale your practice with a secure, compliant and efficient way to prepare for client meetings, take notes, and manage follow-up tasks.

    Wednesday, Sep 24
    @ 2:00PM ET
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    LIVE WEBINAR

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    Join us for our next round of Office Hours where we'll take you through the latest enhancements to AdvisorEngine and feature an exciting new integration with Zeplyn. Zeplyn is the only workflow intelligence platform purpose-built for financial advisors, and reimagining wealth management from an AI-native perspective.

    Kathy Crowley  will have a discussion with Zeplyn's co-founder, Era Jain, to learn more about how Zeplyn can help you scale your practice with a secure, compliant and efficient way to prepare for client meetings, take notes, and manage follow-up tasks.

    By attending this webinar, we know you will enjoy learning actionable ways AI can help your business—without losing the personal touch.

    Register Now

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    As a technology company, AdvisorEngine(R) provides access to award-winning tools. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related financial services. AdvisorEngine, Inc. is a subsidiary of FT FinTech Holdings LLC, which is a subsidiary of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton.