AdvisorEngine Unveils New Experience for Prospects and Clients

in Executive Management, News & Views / by Newsfeed /

(Source: Markets Insider) AdvisorEngine’s new environment is incredibly easy to configure, allowing wealth management firms to display custom branding, colors and messaging. It is responsive on any device, creating a seamless experience across desktop, tablet and mobile. The technology, currently in beta to a select number of advisory firms, …

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