Your Data Your Way: A Brand New Dashboard Experience Designed by RIAs for RIAs – AdvisorEngine – 11.15.22

Overview:
Title: Your Data Your Way: A Brand New Dashboard Experience Designed by RIAs for RIAs
Date: Tuesday, November 15, 2022
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
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Summary:

Now On Demand

Disparate data is damaging to business results. Without a holistic picture of your firm’s revenue, operations and client experience information, it’s almost impossible to make the right decisions for your business and your clients.

AdvisorEngine worked with 430 RIAs to identify the most common data pain points they were experiencing, and build the dashboards to solve them. In this webinar, we’ll show you what a modern, comprehensive data visualization experience actually looks like. On November 15th, join Rich Cancro, Kathy Crowley and Grant Speer to learn more about:

  • How we developed our brand new visualization dashboards that span revenue, ops and client experience
  • Our customizable templates for CEOs, operations roles and financial advisors
  • How to configure your desired experience to drive maximum value for your firm

Speakers:
Rich Cancro Rich Cancro Founder & CEO AdvisorEngine

Rich is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy.

Rich brings over 25 years of experience building wealth management technology. Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America Merrill Lynch, where he was Head of the RIA custody business and responsible for developing their Global Wealth and Investment Management financial planning and reporting tools. Before that, Rich created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich holds a Bachelor of Arts from Gettysburg College.
Kathy Crowley Kathy Crowley Business Development AdvisorEngine

Kathy is responsible for all business development aspects for our Junxure product. She helps financial advisors deepen client relationships and run better businesses through our award-winning CRM software.

Kathy brings over 20 years of technology sales and personnel management experience. She has a proven track record of building and leading sales organizations. Kathy spends her days sharing the incredible value of Junxure with advisory firms. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them. Kathy holds a Bachelor of Science degree from Western Carolina University.
Grant Speer Grant Speer Product Lead AdvisorEngine

As a Product Lead with AdvisorEngine, Grant Speer works closely with the design, development, technology and product teams to build, implement and manage AdvisorEngine’s wealth management technology products. He takes into account life-cycle considerations and clients needs to look ahead and plan project logistics accordingly. Grant joined the team from Prudential where he served as Senior Product Manager.