at Financial Technnology Year
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AdvisorEngine
AdvisorEngine provides a digital wealth management platform that helps financial advisors strengthen relationships, grow their business, and scale advice.
Email: sales@advisorengine.com
Phone: +1-888-320-9593
Web: https://www.advisorengine.com/
products
AdvisorEngine Platform
Category: Communication Management Systems
Includes a client portal, and investment management tools, with seamless integration for customer communication, goal tracking, and financial planning, all available in a secure and user-friendly environment..
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Junxure CRM
Category: Lead Management Software
Lead tracking dashboards, automated follow-ups, marketing segmentation tools, email integration, campaign analytics, and reporting—all tailored for financial advisory business development and compliance..
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Junxure CRM by AdvisorEngine
Category: Client Relationship Management (CRM) Systems
Purpose-built CRM for finance industry, offering contact management, activity tracking, workflows, compliance tools, document storage, integrations with custodial systems, and client communication management for brokerages..
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AdvisorEngine Financial Planning
Financial planning solution with goal setting, scenario analysis, retirement planning, interactive client portal, and integration with AdvisorEngine's CRM and portfolio management systems..
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