GURU OF THE DAY 21 March

Wealth Management Software

By AdvisorEngine from United States
GURU OF THE DAY

DESCRIPTION

All-in-one digital wealth platform that handles client relationship management, portfolio management, reporting, compliance, integrations, account opening and marketing. Helps financial advisory firms scale their growth and manage their entire end to end client experience.



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RECENT WINNERS

Hurray! You all are the luckiest fellas, moving ahead to be the "GURU"