Founder and CEO, Rich Cancro, shares how AdvisorEngine applies their guiding principles of Personal, Scientific and Beautiful to create a world-class wealth management platform for Registered Independent Advisors.

We will be showcasing our team’s experience in designing and building platforms spanning the value chain in structured finance and capital markets from onboarding and account opening to funding, securitization, trading, portfolio management, administration, servicing and trust/custody.

Leading digital consultancy introduces comprehensive offering to redesign, streamline and upgrade legacy digital products for enhanced CX, cost efficiency.