Craig Ramsey, Chief Operating Officer for AdvisorEngine, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how a strong technology platform can introduce operational efficiencies that can help the culture and growth of advisory firms.
AdvisorEngine is a full wealth management technology platform that includes digital onboarding, CRM, client portal, portfolio management, and business intelligence.
AdvisorEngine was acquired by Franklin Templeton in September 2022. Ramsey notes that the AdvisorEngine team was impressed with Jenny Johnson, now CEO of Franklin Templeton, who explained how their technology platform would be additive to Franklin Templeton’s wealth management offerings. Before a deal is done, there is always uncertainty regarding the fit between two firms. Years later, Ramsey states the AdvisorEngine team is energized by the integration and how they work together to serve advisory clients.
As advisory firms add to their teams, it is important to have operational efficiencies that can support this growth. A strong technology platform can help build the culture of an advisory firm, enhancing the opportunities for next-generation advisors to contribute to the firm.
AdviorEngine continues to build a cohesive platform across functionalities, including CRM, portfolio management, trading, rebalancing, and fee-billing capabilities.
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